B.O.S.S. Retirement Advisors’s Principal Financial Group PFG Stock Holding History

B.O.S.S. Retirement Advisors’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
2024 Q4	–	Sell	-13,332	Closed	-$1.15M	–	271
2024 Q3	$1.15M	Buy	13,332 +670	+5%	+$54.1K	0.23%	114
2024 Q2	$993K	Sell	12,662 -4,378	-26%	-$356K	0.25%	106
2024 Q1	$1.34M	Sell	17,040 -2,014	-11%	-$162K	0.51%	79
2023 Q4	$1.5M	Sell	19,054 -3,025	-14%	-$219K	0.29%	119
2023 Q3	$1.59M	Sell	22,079 -2,426	-10%	-$188K	0.34%	106
2023 Q2	$1.86M	Sell	24,505 -2,582	-10%	-$186K	0.4%	86
2023 Q1	$2.01M	Buy	27,087 +3,389	+14%	+$288K	0.47%	73
2022 Q4	$1.99M	Buy	+23,698	New	+$2.03M	0.51%	69

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B.O.S.S. Retirement Advisors's PFG Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 13,332 shares — an estimated $1.15M sold.

B.O.S.S. Retirement Advisors first reported a position in PFG in Q4 2022 and held it in 8 quarters. The position peaked at $2.01M in Q1 2023. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 13,332 Principal Financial Group shares in Q4 2024, an estimated $1.15M.
B.O.S.S. Retirement Advisors first reported a position in Principal Financial Group in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's Principal Financial Group position peaked at $2.01M in Q1 2023.
784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.