AAM
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Auxier Asset Management’s Principal Financial Group PFG Stock Holding History

Auxier 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 		$209K Hold
2,322
– – 0.03% 170
2025
Q4 		$205K Buy
+2,322
New +$196K 0.03% 170
2024
Q2 		– Sell
-2,322
Closed -$200K – 172
2024
Q1 		$200K Buy
+2,322
New +$186K 0.03% 169
2016
Q3 		– Sell
-5,322
Closed -$219K – 153
2016
Q2 		$219K Hold
5,322
– – 0.05% 135
2016
Q1 		$210K Hold
5,322
– – 0.05% 136
2015
Q4 		$239K Hold
5,322
– – 0.05% 131
2015
Q3 		$252K Hold
5,322
– – 0.06% 124
2015
Q2 		$273K Buy
+5,322
New +$276K 0.06% 123

Other funds holding PFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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