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Asahi Life Asset Management’s Principal Financial Group PFG Stock Holding History

Asahi Life Asset Management’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
2026
Q1 		$340K Sell
3,769
-874
-19% -$79.9K 0.22% 105
2025
Q4 		$410K Sell
4,643
-227
-5% -$19.2K 0.23% 110
2025
Q3 		$404K Hold
4,870
– – 0.22% 103
2025
Q2 		$387K Buy
+4,870
New +$374K 0.23% 109
2025
Q1 		– Sell
-4,280
Closed -$331K – 203
2024
Q4 		$331K Buy
+4,280
New +$361K 0.2% 124
2019
Q3 		– Sell
-6,610
Closed -$383K – 274
2019
Q2 		$383K Sell
6,610
-2,090
-24% -$115K 0.08% 110
2019
Q1 		$437K Sell
8,700
-1,260
-13% -$62.4K 0.07% 121
2018
Q4 		$440K Buy
+9,960
New +$490K 0.07% 103

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NLI
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VCM
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VPM
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State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return