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

Bridgeway 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
2024
Q4 		– Sell
-8,000
Closed -$687K – 1276
2024
Q3 		$687K Hold
8,000
– – 0.01% 777
2024
Q2 		$628K Sell
8,000
-28,800
-78% -$2.34M 0.01% 809
2024
Q1 		$3.18M Hold
36,800
– – 0.06% 426
2023
Q4 		$2.9M Sell
36,800
-1,700
-4% -$123K 0.06% 471
2023
Q3 		$2.77M Sell
38,500
-1,000
-3% -$77.6K 0.07% 439
2023
Q2 		$3M Buy
+39,500
New +$2.85M 0.07% 427
2021
Q4 		– Sell
-221,150
Closed -$14.2M – 1317
2021
Q3 		$14.2M Sell
221,150
-32,500
-13% -$2.09M 0.27% 88
2021
Q2 		$16M Sell
253,650
-47,800
-16% -$3.06M 0.29% 96
2021
Q1 		$18.1M Sell
301,450
-62,100
-17% -$3.46M 0.34% 63
2020
Q4 		$18M Sell
363,550
-77,400
-18% -$3.55M 0.38% 64
2020
Q3 		$17.8M Sell
440,950
-216,400
-33% -$9.22M 0.41% 88
2020
Q2 		$27.3M Sell
657,350
-69,000
-9% -$2.52M 0.55% 60
2020
Q1 		$22.8M Buy
726,350
+4,800
+0.7% +$227K 0.52% 71
2019
Q4 		$39.7M Sell
721,550
-241,300
-25% -$13.2M 0.53% 72
2019
Q3 		$55M Hold
962,850
– – 0.76% 35
2019
Q2 		$55.8M Sell
962,850
-400
-0% -$22K 0.71% 37
2019
Q1 		$48.3M Sell
963,250
-6,450
-0.7% -$320K 0.6% 61
2018
Q4 		$42.8M Buy
969,700
+10,300
+1% +$507K 0.57% 63
2018
Q3 		$56.2M Buy
959,400
+308,200
+47% +$17.2M 0.55% 65
2018
Q2 		$34.5M Buy
+651,200
New +$37.8M 0.35% 97
2015
Q4 		– Sell
-172,800
Closed -$8.18M – 1485
2015
Q3 		$8.18M Hold
172,800
– – 0.17% 153
2015
Q2 		$8.86M Hold
172,800
– – 0.17% 143
2015
Q1 		$8.88M Hold
172,800
– – 0.18% 135
2014
Q4 		$8.97M Hold
172,800
– – 0.2% 118
2014
Q3 		$9.07M Buy
172,800
+99,500
+136% +$5.21M 0.23% 96
2014
Q2 		$3.7M Hold
73,300
– – 0.1% 262
2014
Q1 		$3.37M Hold
73,300
– – 0.1% 278
2013
Q4 		$3.61M Buy
73,300
+6,400
+10% +$304K 0.11% 213
2013
Q3 		$2.87M Buy
+66,900
New +$2.79M 0.1% 253

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bridgeway Capital Management's PFG Position: Q4 2024 in Review

Bridgeway Capital Management sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 8,000 shares — an estimated $687K sold.

Bridgeway Capital Management first reported a position in PFG in Q3 2013 and held it in 29 quarters. The position peaked at $56.2M in Q3 2018. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Bridgeway Capital Management reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Bridgeway Capital Management sold 8,000 Principal Financial Group shares in Q4 2024, an estimated $687K.
  • Bridgeway Capital Management first reported a position in Principal Financial Group in Q3 2013 and held it in 29 quarters.
  • Bridgeway Capital Management's Principal Financial Group position peaked at $56.2M in Q3 2018.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Bridgeway Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.