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Arjuna Capital’s Principal Financial Group PFG Stock Holding History

Arjuna Capital’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-81,532
Closed -$6.31M – 118
2024
Q4 		$6.31M Sell
81,532
-4,253
-5% -$358K 1.68% 13
2024
Q3 		$7.37M Sell
85,785
-699
-0.8% -$56.5K 1.91% 12
2024
Q2 		$6.78M Buy
86,484
+10,300
+14% +$836K 1.83% 13
2024
Q1 		$6.58M Buy
76,184
+54,042
+244% +$4.34M 1.86% 15
2023
Q4 		$1.74M Buy
22,142
+1,000
+5% +$72.4K 0.55% 55
2023
Q3 		$1.52M Sell
21,142
-14,792
-41% -$1.15M 0.55% 55
2023
Q2 		$2.73M Buy
35,934
+1,171
+3% +$84.4K 0.97% 31
2023
Q1 		$2.58M Buy
34,763
+2,076
+6% +$176K 1.01% 32
2022
Q4 		$2.74M Buy
32,687
+540
+2% +$46.3K 1.26% 26
2022
Q3 		$2.32M Sell
32,147
-11,493
-26% -$826K 1.14% 27
2022
Q2 		$2.92M Buy
43,640
+883
+2% +$62.1K 1.41% 22
2022
Q1 		$3.14M Sell
42,757
-2,131
-5% -$154K 1.31% 22
2021
Q4 		$3.25M Buy
44,888
+1,324
+3% +$92.4K 1.19% 26
2021
Q3 		$2.81M Buy
43,564
+2,023
+5% +$130K 1.14% 25
2021
Q2 		$2.63M Buy
41,541
+528
+1% +$33.8K 1.13% 23
2021
Q1 		$2.46M Sell
41,013
-34,747
-46% -$1.94M 1.21% 25
2020
Q4 		$3.76M Buy
75,760
+24,985
+49% +$1.14M 2.08% 11
2020
Q3 		$2.04M Buy
50,775
+689
+1% +$29.4K 1.27% 26
2020
Q2 		$2.08M Buy
+50,086
New +$1.83M 1.44% 26

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arjuna Capital's PFG Position: Q1 2025 in Review

Arjuna Capital sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 81,532 shares — an estimated $6.31M sold.

Arjuna Capital first reported a position in PFG in Q2 2020 and held it in 19 quarters. The position peaked at $7.37M in Q3 2024. 842 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

  • Arjuna Capital reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
  • Arjuna Capital sold 81,532 Principal Financial Group shares in Q1 2025, an estimated $6.31M.
  • Arjuna Capital first reported a position in Principal Financial Group in Q2 2020 and held it in 19 quarters.
  • Arjuna Capital's Principal Financial Group position peaked at $7.37M in Q3 2024.
  • 842 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Arjuna Capital's 13F filing for Q1 2025, filed 9 May 2025.