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

Bayesian 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 Q4	–	Sell	-12,300	Closed	-$1.02M	–	425
2025 Q3	$1.02M	Buy	+12,300	New	+$983K	0.21%	159
2025 Q2	–	Sell	-3,800	Closed	-$321K	–	795
2025 Q1	$321K	Buy	+3,800	New	+$316K	0.05%	375
2024 Q1	–	Sell	-10,657	Closed	-$838K	–	1035
2023 Q4	$838K	Buy	+10,657	New	+$772K	0.09%	270
2023 Q2	–	Sell	-3,800	Closed	-$282K	–	999
2023 Q1	$282K	Buy	+3,800	New	+$322K	0.03%	530
2022 Q4	–	Sell	-8,406	Closed	-$606K	–	974
2022 Q3	$606K	Buy	+8,406	New	+$604K	0.12%	239
2021 Q1	–	Sell	-25,200	Closed	-$1.25M	–	656
2020 Q4	$1.25M	Buy	25,200 +10,298	+69%	+$472K	0.33%	77
2020 Q3	$600K	Buy	+14,902	New	+$635K	0.15%	185

Other funds holding PFG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bayesian Capital Management's PFG Position: Q4 2025 in Review

Bayesian Capital Management sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 12,300 shares — an estimated $1.02M sold.

Bayesian Capital Management first reported a position in PFG in Q3 2020 and held it in 7 quarters. The position peaked at $1.25M in Q4 2020. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

Bayesian Capital Management reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
Bayesian Capital Management sold 12,300 Principal Financial Group shares in Q4 2025, an estimated $1.02M.
Bayesian Capital Management first reported a position in Principal Financial Group in Q3 2020 and held it in 7 quarters.
Bayesian Capital Management's Principal Financial Group position peaked at $1.25M in Q4 2020.
893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.