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Baader Bank Aktiengesellschaft’s Principal Financial Group PFG Stock Holding History

Baader Bank Aktiengesellschaft’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
Q3 		– Sell
-5,355
Closed -$425K – 578
2025
Q2 		$425K Buy
5,355
+2,708
+102% +$208K 0.03% 286
2025
Q1 		$223K Buy
+2,647
New +$220K 0.02% 334

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baader Bank Aktiengesellschaft's PFG Position: Q3 2025 in Review

Baader Bank Aktiengesellschaft sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 5,355 shares — an estimated $425K sold.

Baader Bank Aktiengesellschaft first reported a position in PFG in Q1 2025 and held it in 2 quarters. The position peaked at $425K in Q2 2025. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • Baader Bank Aktiengesellschaft reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
  • Baader Bank Aktiengesellschaft sold 5,355 Principal Financial Group shares in Q3 2025, an estimated $425K.
  • Baader Bank Aktiengesellschaft first reported a position in Principal Financial Group in Q1 2025 and held it in 2 quarters.
  • Baader Bank Aktiengesellschaft's Principal Financial Group position peaked at $425K in Q2 2025.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Baader Bank Aktiengesellschaft's 13F filing for Q3 2025, filed 6 Nov 2025.