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Catalyst Capital Advisors’s Principal Financial Group PFG Stock Holding History

Catalyst Capital Advisors’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
-869
Closed -$72K – 439
2025
Q3 		$72K Buy
869
+416
+92% +$33.3K ﹤0.01% 371
2025
Q2 		$36K Sell
453
-600
-57% -$46.1K ﹤0.01% 414
2025
Q1 		$88.8K Buy
1,053
+327
+45% +$27.2K ﹤0.01% 312
2024
Q4 		$56.2K Sell
726
-1,031
-59% -$86.9K ﹤0.01% 370
2024
Q3 		$151K Buy
+1,757
New +$142K ﹤0.01% 248
2018
Q1 		– Sell
-7,075
Closed -$499K – 551
2017
Q4 		$499K Sell
7,075
-3,100
-30% -$214K 0.02% 192
2017
Q3 		$654K Sell
10,175
-14,800
-59% -$952K 0.03% 194
2017
Q2 		$1.6M Sell
24,975
-5,405
-18% -$343K 0.07% 147
2017
Q1 		$1.92M Sell
30,380
-2,580
-8% -$157K 0.1% 138
2016
Q4 		$1.91M Sell
32,960
-11,070
-25% -$620K 0.12% 127
2016
Q3 		$2.27M Buy
+44,030
New +$2.06M 0.25% 104

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 $3.38T AUM 44.17% 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

Catalyst Capital Advisors's PFG Position: Q4 2025 in Review

Catalyst Capital Advisors sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 869 shares — an estimated $72K sold.

Catalyst Capital Advisors first reported a position in PFG in Q3 2016 and held it in 11 quarters. The position peaked at $2.27M in Q3 2016. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Catalyst Capital Advisors reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • Catalyst Capital Advisors sold 869 Principal Financial Group shares in Q4 2025, an estimated $72K.
  • Catalyst Capital Advisors first reported a position in Principal Financial Group in Q3 2016 and held it in 11 quarters.
  • Catalyst Capital Advisors's Principal Financial Group position peaked at $2.27M in Q3 2016.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Catalyst Capital Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.