Bleakley Financial Group’s Principal Financial Group PFG Stock Holding History

Bleakley Financial Group’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 Q1	–	Sell	-4,798	Closed	-$371K	–	849
2024 Q4	$371K	Sell	4,798 -341	-7%	-$28.7K	0.01%	709
2024 Q3	$441K	Sell	5,139 -195	-4%	-$15.7K	0.01%	630
2024 Q2	$418K	Buy	5,334 +173	+3%	+$14K	0.01%	660
2024 Q1	$445K	Buy	5,161 +4	+0.1%	+$321	0.01%	645
2023 Q4	$406K	Buy	5,157 +97	+2%	+$7.03K	0.01%	649
2023 Q3	$365K	Sell	5,060 -321	-6%	-$24.9K	0.01%	623
2023 Q2	$408K	Sell	5,381 -29	-0.5%	-$2.09K	0.01%	642
2023 Q1	$402K	Sell	5,410 -810	-13%	-$68.7K	0.01%	625
2022 Q4	$522K	Buy	+6,220	New	+$534K	0.02%	542

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Bleakley Financial Group's PFG Position: Q1 2025 in Review

Bleakley Financial Group sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 4,798 shares — an estimated $371K sold.

Bleakley Financial Group first reported a position in PFG in Q4 2022 and held it in 9 quarters. The position peaked at $522K in Q4 2022. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

Bleakley Financial Group reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 4,798 Principal Financial Group shares in Q1 2025, an estimated $371K.
Bleakley Financial Group first reported a position in Principal Financial Group in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's Principal Financial Group position peaked at $522K in Q4 2022.
841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.