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

Blueshift 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 Q3	–	Sell	-4,685	Closed	-$372K	–	584
2025 Q2	$372K	Buy	+4,685	New	+$360K	0.11%	240
2025 Q1	–	Sell	-7,152	Closed	-$554K	–	515
2024 Q4	$554K	Buy	7,152 +3,093	+76%	+$261K	0.2%	136
2024 Q3	$349K	Sell	4,059 -6,004	-60%	-$485K	0.09%	250
2024 Q2	$789K	Buy	10,063 +7,173	+248%	+$582K	0.27%	100
2024 Q1	$249K	Buy	+2,890	New	+$232K	0.13%	230
2023 Q2	–	Sell	-6,515	Closed	-$484K	–	444
2023 Q1	$484K	Buy	+6,515	New	+$553K	0.2%	143
2022 Q2	–	Sell	-2,764	Closed	-$203K	–	935
2022 Q1	$203K	Buy	+2,764	New	+$200K	0.02%	734
2021 Q3	–	Sell	-10,305	Closed	-$651K	–	1236
2021 Q2	$651K	Buy	+10,305	New	+$659K	0.04%	478
2020 Q1	–	Sell	-6,086	Closed	-$335K	–	551
2019 Q4	$335K	Buy	+6,086	New	+$333K	0.04%	570
2019 Q2	–	Sell	-4,020	Closed	-$202K	–	912
2019 Q1	$202K	Buy	+4,020	New	+$199K	0.03%	622

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 $3.38T AUM 44.17% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Blueshift Asset Management's PFG Position: Q3 2025 in Review

Blueshift Asset Management sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 4,685 shares — an estimated $372K sold.

Blueshift Asset Management first reported a position in PFG in Q1 2019 and held it in 10 quarters. The position peaked at $789K in Q2 2024. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

Blueshift Asset Management reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
Blueshift Asset Management sold 4,685 Principal Financial Group shares in Q3 2025, an estimated $372K.
Blueshift Asset Management first reported a position in Principal Financial Group in Q1 2019 and held it in 10 quarters.
Blueshift Asset Management's Principal Financial Group position peaked at $789K in Q2 2024.
829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Blueshift Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.