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Aster Capital Management’s Principal Financial Group PFG Stock Holding History

Aster Capital 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
2025
Q2 		– Sell
-18,131
Closed -$1.61M – 1440
2025
Q1 		$1.61M Buy
+18,131
New +$1.51M 0.3% 84

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aster Capital Management's PFG Position: Q2 2025 in Review

Aster Capital Management sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 18,131 shares — an estimated $1.61M sold.

Aster Capital Management first reported a position in PFG in Q1 2025 and held it in 1 quarter. The position peaked at $1.61M in Q1 2025. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Aster Capital Management reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Aster Capital Management sold 18,131 Principal Financial Group shares in Q2 2025, an estimated $1.61M.
  • Aster Capital Management first reported a position in Principal Financial Group in Q1 2025 and held it in 1 quarter.
  • Aster Capital Management's Principal Financial Group position peaked at $1.61M in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Aster Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.