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Belpointe Asset Management’s Principal Financial Group PFG Stock Holding History

Belpointe 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
2025
Q4 		– Sell
-4,983
Closed -$413K – 1090
2025
Q3 		$413K Sell
4,983
-226
-4% -$18.1K 0.02% 686
2025
Q2 		$414K Buy
5,209
+483
+10% +$37.1K 0.02% 647
2025
Q1 		$399K Buy
4,726
+686
+17% +$57.1K 0.02% 627
2024
Q4 		$329K Sell
4,040
-412
-9% -$34.7K 0.02% 625
2024
Q3 		$382K Buy
4,452
+1,120
+34% +$90.5K 0.02% 577
2024
Q2 		$261K Buy
3,332
+163
+5% +$13.2K 0.02% 631
2024
Q1 		$274K Buy
3,169
+46
+1% +$3.69K 0.02% 627
2023
Q4 		$246K Buy
+3,123
New +$226K 0.02% 601
2023
Q2 		– Sell
-4,017
Closed -$299K – 2543
2023
Q1 		$299K Buy
4,017
+742
+23% +$63K 0.02% 764
2022
Q4 		$275K Buy
3,275
+247
+8% +$21.2K 0.02% 753
2022
Q3 		$218K Buy
3,028
+845
+39% +$60.7K 0.01% 797
2022
Q2 		$146K Sell
2,183
-57
-3% -$4.01K 0.01% 951
2022
Q1 		$164K Buy
2,240
+335
+18% +$24.3K 0.01% 988
2021
Q4 		$138K Hold
1,905
– – 0.01% 1058
2021
Q3 		$123K Hold
1,905
– – 0.01% 1068
2021
Q2 		$120K Hold
1,905
– – 0.01% 1056
2021
Q1 		$114K Buy
+1,905
New +$106K 0.01% 950
2020
Q4 		– Sell
-34,946
Closed -$1.41M – 975
2020
Q3 		$1.41M Buy
34,946
+32,336
+1,239% +$1.38M 0.16% 140
2020
Q2 		$108K Buy
+2,610
New +$95.2K 0.01% 701
2020
Q1 		– Sell
-3,882
Closed -$214K – 735
2019
Q4 		$214K Buy
3,882
+772
+25% +$42.3K 0.03% 518
2019
Q3 		$178K Sell
3,110
-180
-5% -$10.1K 0.03% 498
2019
Q2 		$191K Sell
3,290
-8
-0.2% -$441 0.04% 425
2019
Q1 		$166K Buy
+3,298
New +$163K 0.03% 339
2018
Q1 		– Sell
-7,012
Closed -$495K – 441
2017
Q4 		$495K Sell
7,012
-214
-3% -$14.7K 0.11% 218
2017
Q3 		$465K Buy
+7,226
New +$465K 0.11% 205

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Belpointe Asset Management's PFG Position: Q4 2025 in Review

Belpointe Asset Management sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 4,983 shares — an estimated $413K sold.

Belpointe Asset Management first reported a position in PFG in Q3 2017 and held it in 25 quarters. The position peaked at $1.41M in Q3 2020. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Belpointe Asset Management reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 4,983 Principal Financial Group shares in Q4 2025, an estimated $413K.
  • Belpointe Asset Management first reported a position in Principal Financial Group in Q3 2017 and held it in 25 quarters.
  • Belpointe Asset Management's Principal Financial Group position peaked at $1.41M in Q3 2020.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.