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Centiva Capital’s Principal Financial Group PFG Stock Holding History

Centiva Capital’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
-18,383
Closed -$1.46M – 1665
2025
Q2 		$1.46M Buy
18,383
+9,762
+113% +$749K 0.02% 454
2025
Q1 		$727K Sell
8,621
-34,022
-80% -$2.83M 0.02% 626
2024
Q4 		$3.3M Buy
+42,643
New +$3.59M 0.07% 153
2024
Q3 		– Sell
-43,055
Closed -$3.38M – 2488
2024
Q2 		$3.38M Buy
43,055
+21,038
+96% +$1.71M 0.06% 230
2024
Q1 		$1.9M Buy
22,017
+9,132
+71% +$733K 0.05% 366
2023
Q4 		$1.01M Sell
12,885
-8,505
-40% -$616K 0.02% 617
2023
Q3 		$1.54M Buy
+21,390
New +$1.66M 0.03% 471
2023
Q2 		– Sell
-64,806
Closed -$4.82M – 1909
2023
Q1 		$4.82M Buy
64,806
+60,755
+1,500% +$5.15M 0.12% 188
2022
Q4 		$340K Buy
+4,051
New +$348K 0.01% 906
2021
Q1 		– Sell
-5,454
Closed -$271K – 1369
2020
Q4 		$271K Buy
+5,454
New +$250K 0.01% 682
2020
Q3 		– Sell
-14,725
Closed -$612K – 839
2020
Q2 		$612K Buy
+14,725
New +$537K 0.04% 250

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

Centiva Capital's PFG Position: Q3 2025 in Review

Centiva Capital sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 18,383 shares — an estimated $1.46M sold.

Centiva Capital first reported a position in PFG in Q2 2020 and held it in 11 quarters. The position peaked at $4.82M in Q1 2023. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • Centiva Capital reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
  • Centiva Capital sold 18,383 Principal Financial Group shares in Q3 2025, an estimated $1.46M.
  • Centiva Capital first reported a position in Principal Financial Group in Q2 2020 and held it in 11 quarters.
  • Centiva Capital's Principal Financial Group position peaked at $4.82M in Q1 2023.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Centiva Capital's 13F filing for Q3 2025, filed 14 Nov 2025.