Capital Research Global Investors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,983,302
| Closed | -$420M | – | 463 |
|
|
2025
Q1 | $420M | Buy |
4,983,302
+15,445
| +0.3% | +$1.3M | 0.09% | 148 |
|
|
2024
Q4 | $385M | Buy |
4,967,857
+9,989
| +0.2% | +$773K | 0.08% | 157 |
|
|
2024
Q3 | $426M | Sell |
4,957,868
-1,646,034
| -25% | -$141M | 0.09% | 148 |
|
|
2024
Q2 | $518M | Buy |
6,603,902
+1,604
| +0% | +$126K | 0.11% | 141 |
|
|
2024
Q1 | $570M | Buy |
6,602,298
+152,774
| +2% | +$13.2M | 0.13% | 137 |
|
|
2023
Q4 | $507M | Sell |
6,449,524
-3,346,549
| -34% | -$263M | 0.12% | 150 |
|
|
2023
Q3 | $706M | Buy |
9,796,073
+646,962
| +7% | +$46.6M | 0.19% | 114 |
|
|
2023
Q2 | $694M | Buy |
9,149,111
+813,139
| +10% | +$61.7M | 0.19% | 119 |
|
|
2023
Q1 | $620M | Sell |
8,335,972
-162,073
| -2% | -$12M | 0.18% | 118 |
|
|
2022
Q4 | $713M | Sell |
8,498,045
-1,651,803
| -16% | -$139M | 0.22% | 106 |
|
|
2022
Q3 | $732M | Sell |
10,149,848
-1,739,995
| -15% | -$126M | 0.24% | 99 |
|
|
2022
Q2 | $794M | Sell |
11,889,843
-1,164,729
| -9% | -$77.8M | 0.25% | 91 |
|
|
2022
Q1 | $958M | Sell |
13,054,572
-2,173,638
| -14% | -$160M | 0.24% | 91 |
|
|
2021
Q4 | $1.1B | Sell |
15,228,210
-492,966
| -3% | -$35.7M | 0.24% | 96 |
|
|
2021
Q3 | $1.01B | Sell |
15,721,176
-75,610
| -0.5% | -$4.87M | 0.24% | 98 |
|
|
2021
Q2 | $998M | Sell |
15,796,786
-3,051
| -0% | -$193K | 0.23% | 101 |
|
|
2021
Q1 | $947M | Sell |
15,799,837
-134,282
| -0.8% | -$8.05M | 0.23% | 102 |
|
|
2020
Q4 | $790M | Buy |
15,934,119
+2,534,057
| +19% | +$126M | 0.21% | 112 |
|
|
2020
Q3 | $540M | Buy |
13,400,062
+464,232
| +4% | +$18.7M | 0.16% | 133 |
|
|
2020
Q2 | $537M | Sell |
12,935,830
-1,626,578
| -11% | -$67.6M | 0.17% | 123 |
|
|
2020
Q1 | $456M | Buy |
14,562,408
+287,658
| +2% | +$9.02M | 0.18% | 113 |
|
|
2019
Q4 | $785M | Buy |
14,274,750
+658,772
| +5% | +$36.2M | 0.24% | 101 |
|
|
2019
Q3 | $778M | Sell |
13,615,978
-1,493,322
| -10% | -$85.3M | 0.26% | 93 |
|
|
2019
Q2 | $875M | Buy |
15,109,300
+11,339
| +0.1% | +$657K | 0.28% | 85 |
|
|
2019
Q1 | $758M | Buy |
15,097,961
+2,965
| +0% | +$149K | 0.24% | 91 |
|
|
2018
Q4 | $667M | Buy |
15,094,996
+975,645
| +7% | +$43.1M | 0.23% | 89 |
|
|
2018
Q3 | $827M | Sell |
14,119,351
-1,184,736
| -8% | -$69.4M | 0.24% | 88 |
|
|
2018
Q2 | $810M | Buy |
15,304,087
+187
| +0% | +$9.9K | 0.22% | 107 |
|
|
2018
Q1 | $932M | Buy |
15,303,900
+275,400
| +2% | +$16.8M | 0.27% | 97 |
|
|
2017
Q4 | $1.06B | Buy |
15,028,500
+1,107,500
| +8% | +$78.1M | 0.31% | 82 |
|
|
2017
Q3 | $896M | Buy |
13,921,000
+160,000
| +1% | +$10.3M | 0.27% | 97 |
|
|
2017
Q2 | $882M | Sell |
13,761,000
-1,751,000
| -11% | -$112M | 0.28% | 96 |
|
|
2017
Q1 | $979M | Hold |
15,512,000
| – | – | 0.31% | 88 |
|
|
2016
Q4 | $898M | Buy |
15,512,000
+7,281,000
| +88% | +$421M | 0.29% | 90 |
|
|
2016
Q3 | $424M | Buy |
8,231,000
+1,960,000
| +31% | +$101M | 0.14% | 149 |
|
|
2016
Q2 | $258M | Hold |
6,271,000
| – | – | 0.09% | 192 |
|
|
2016
Q1 | $247M | Sell |
6,271,000
-2,729,600
| -30% | -$108M | 0.09% | 202 |
|
|
2015
Q4 | $405M | Hold |
9,000,600
| – | – | 0.14% | 151 |
|
|
2015
Q3 | $426M | Sell |
9,000,600
-1,050,000
| -10% | -$49.7M | 0.15% | 145 |
|
|
2015
Q2 | $515M | Sell |
10,050,600
-6,514,000
| -39% | -$334M | 0.17% | 137 |
|
|
2015
Q1 | $851M | Sell |
16,564,600
-958,000
| -5% | -$49.2M | 0.29% | 87 |
|
|
2014
Q4 | $910M | Sell |
17,522,600
-2,065,000
| -11% | -$107M | 0.31% | 84 |
|
|
2014
Q3 | $1.03B | Hold |
19,587,600
| – | – | 0.36% | 74 |
|
|
2014
Q2 | $989M | Hold |
19,587,600
| – | – | 0.35% | 75 |
|
|
2014
Q1 | $901M | Sell |
19,587,600
-945,000
| -5% | -$43.5M | 0.33% | 90 |
|
|
2013
Q4 | $1.01B | Buy |
20,532,600
+519,000
| +3% | +$25.6M | 0.37% | 78 |
|
|
2013
Q3 | $857M | Buy |
20,013,600
+915,000
| +5% | +$39.2M | 0.34% | 85 |
|
|
2013
Q2 | $715M | Buy |
+19,098,600
| New | +$715M | 0.3% | 93 |
|