Axa’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,553
| Closed | -$203K | – | 781 |
|
|
2025
Q2 | $203K | Buy |
+2,553
| New | +$196K | ﹤0.01% | 1086 |
|
|
2024
Q3 | – | Sell |
-24,350
| Closed | -$1.91M | – | 1127 |
|
|
2024
Q2 | $1.91M | Buy |
+24,350
| New | +$1.98M | 0.01% | 770 |
|
|
2023
Q4 | – | Sell |
-11,208
| Closed | -$808K | – | 1117 |
|
|
2023
Q3 | $808K | Buy |
11,208
+8,057
| +256% | +$625K | ﹤0.01% | 863 |
|
|
2023
Q2 | $239K | Sell |
3,151
-32,191
| -91% | -$2.32M | ﹤0.01% | 1029 |
|
|
2023
Q1 | $2.63M | Sell |
35,342
-315,220
| -90% | -$26.7M | 0.01% | 708 |
|
|
2022
Q4 | $29.4M | Buy |
350,562
+1,814
| +0.5% | +$156K | 0.11% | 226 |
|
|
2022
Q3 | $25.2M | Buy |
348,748
+279,589
| +404% | +$20.1M | 0.1% | 240 |
|
|
2022
Q2 | $4.62M | Sell |
69,159
-481,900
| -87% | -$33.9M | 0.02% | 599 |
|
|
2022
Q1 | $40.5M | Sell |
551,059
-167,747
| -23% | -$12.1M | 0.12% | 200 |
|
|
2021
Q4 | $52M | Sell |
718,806
-10,472
| -1% | -$731K | 0.13% | 186 |
|
|
2021
Q3 | $47M | Buy |
729,278
+58,430
| +9% | +$3.75M | 0.13% | 192 |
|
|
2021
Q2 | $42.4M | Buy |
670,848
+21,959
| +3% | +$1.4M | 0.12% | 198 |
|
|
2021
Q1 | $38.9M | Sell |
648,889
-23,000
| -3% | -$1.28M | 0.12% | 217 |
|
|
2020
Q4 | $33.3M | Sell |
671,889
-94,809
| -12% | -$4.34M | 0.1% | 221 |
|
|
2020
Q3 | $30.9M | Buy |
766,698
+10,600
| +1% | +$452K | 0.11% | 214 |
|
|
2020
Q2 | $31.4M | Buy |
756,098
+636,322
| +531% | +$23.2M | 0.12% | 195 |
|
|
2020
Q1 | $3.75M | Sell |
119,776
-323,536
| -73% | -$15.3M | 0.02% | 603 |
|
|
2019
Q4 | $24.4M | Sell |
443,312
-191,400
| -30% | -$10.5M | 0.1% | 253 |
|
|
2019
Q3 | $36.3M | Buy |
634,712
+159,562
| +34% | +$8.98M | 0.14% | 187 |
|
|
2019
Q2 | $27.5M | Buy |
+475,150
| New | +$26.2M | 0.11% | 248 |
|
|
2018
Q4 | – | Sell |
-3,618
| Closed | -$212K | – | 1358 |
|
|
2018
Q3 | $212K | Sell |
3,618
-1,900
| -34% | -$106K | ﹤0.01% | 1289 |
|
|
2018
Q2 | $293K | Sell |
5,518
-9,076
| -62% | -$527K | ﹤0.01% | 1235 |
|
|
2018
Q1 | $889K | Hold |
14,594
| – | – | ﹤0.01% | 1032 |
|
|
2017
Q4 | $1.03M | Sell |
14,594
-6,700
| -31% | -$462K | ﹤0.01% | 998 |
|
|
2017
Q3 | $1.37M | Buy |
21,294
+15,829
| +290% | +$1.02M | 0.01% | 900 |
|
|
2017
Q2 | $350K | Sell |
5,465
-202,800
| -97% | -$12.9M | ﹤0.01% | 1117 |
|
|
2017
Q1 | $13.1M | Buy |
+208,265
| New | +$12.7M | 0.06% | 347 |
|
|
2016
Q3 | – | Sell |
-6,900
| Closed | -$284K | – | 1305 |
|
|
2016
Q2 | $284K | Sell |
6,900
-4,600
| -40% | -$194K | ﹤0.01% | 1111 |
|
|
2016
Q1 | $454K | Buy |
+11,500
| New | +$442K | ﹤0.01% | 1009 |
|
|
2015
Q2 | – | Sell |
-451,200
| Closed | -$23.2M | – | 1452 |
|
|
2015
Q1 | $23.2M | Buy |
451,200
+81,000
| +22% | +$4.07M | 0.1% | 232 |
|
|
2014
Q4 | $19.2M | Sell |
370,200
-468,800
| -56% | -$24.3M | 0.08% | 270 |
|
|
2014
Q3 | $44M | Buy |
839,000
+72,270
| +9% | +$3.78M | 0.19% | 155 |
|
|
2014
Q2 | $38.7M | Sell |
766,730
-5,680
| -0.7% | -$267K | 0.16% | 174 |
|
|
2014
Q1 | $35.5M | Sell |
772,410
-1,073,720
| -58% | -$49.1M | 0.15% | 174 |
|
|
2013
Q4 | $91M | Buy |
1,846,130
+638,320
| +53% | +$30.3M | 0.41% | 58 |
|
|
2013
Q3 | $51.7M | Buy |
1,207,810
+577,200
| +92% | +$24.1M | 0.25% | 103 |
|
|
2013
Q2 | $23.6M | Buy |
+630,610
| New | +$23.1M | 0.13% | 186 |
|
Other funds holding PFG
NLI
Axa's PFG Position: Q3 2025 in Review
Axa sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 2,553 shares — an estimated $203K sold.
Axa first reported a position in PFG in Q2 2013 and held it in 37 quarters. The position peaked at $91M in Q4 2013. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.
- Axa reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
- Axa sold 2,553 Principal Financial Group shares in Q3 2025, an estimated $203K.
- Axa first reported a position in Principal Financial Group in Q2 2013 and held it in 37 quarters.
- Axa's Principal Financial Group position peaked at $91M in Q4 2013.
- 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.
Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.