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Campbell & Co Investment Adviser’s Principal Financial Group PFG Stock Holding History

Campbell & Co Investment Adviser’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
-2,756
Closed -$229K – 1347
2025
Q3 		$229K Sell
2,756
-34,351
-93% -$2.75M 0.02% 981
2025
Q2 		$2.95M Buy
37,107
+26,465
+249% +$2.03M 0.19% 139
2025
Q1 		$898K Buy
+10,642
New +$885K 0.07% 474
2024
Q4 		– Sell
-62,662
Closed -$5.38M – 1291
2024
Q3 		$5.38M Buy
62,662
+36,951
+144% +$2.98M 0.4% 30
2024
Q2 		$2.02M Sell
25,711
-17,345
-40% -$1.41M 0.17% 157
2024
Q1 		$3.72M Buy
43,056
+13,437
+45% +$1.08M 0.32% 35
2023
Q4 		$2.33M Sell
29,619
-5,502
-16% -$398K 0.21% 96
2023
Q3 		$2.53M Buy
+35,121
New +$2.73M 0.3% 52
2023
Q2 		– Sell
-3,489
Closed -$259K – 1067
2023
Q1 		$259K Sell
3,489
-4,681
-57% -$397K 0.05% 656
2022
Q4 		$686K Buy
+8,170
New +$701K 0.16% 197
2021
Q1 		– Sell
-6,306
Closed -$313K – 567
2020
Q4 		$313K Sell
6,306
-2,800
-31% -$128K 0.19% 216
2020
Q3 		$367K Buy
+9,106
New +$388K 0.27% 134
2018
Q2 		– Sell
-4,398
Closed -$268K – 495
2018
Q1 		$268K Buy
+4,398
New +$289K 0.23% 201
2015
Q1 		– Sell
-16,064
Closed -$834K – 266
2014
Q4 		$834K Buy
+16,064
New +$833K 0.51% 74
2014
Q1 		– Sell
-144,084
Closed -$7.11M – 278
2013
Q4 		$7.11M Buy
+144,084
New +$6.84M 1.6% 1

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Campbell & Co Investment Adviser's PFG Position: Q4 2025 in Review

Campbell & Co Investment Adviser sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 2,756 shares — an estimated $229K sold.

Campbell & Co Investment Adviser first reported a position in PFG in Q4 2013 and held it in 15 quarters. The position peaked at $7.11M in Q4 2013. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Campbell & Co Investment Adviser reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 2,756 Principal Financial Group shares in Q4 2025, an estimated $229K.
  • Campbell & Co Investment Adviser first reported a position in Principal Financial Group in Q4 2013 and held it in 15 quarters.
  • Campbell & Co Investment Adviser's Principal Financial Group position peaked at $7.11M in Q4 2013.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q4 2025, filed 12 Feb 2026.