CM
PFG icon

Churchill Management’s Principal Financial Group PFG Stock Holding History

Churchill 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
2025
Q2 		$8.94M Buy
112,590
+3,272
+3% +$251K 0.1% 84
2025
Q1 		$9.22M Buy
109,318
+4,309
+4% +$358K 0.12% 73
2024
Q4 		$8.13M Buy
105,009
+4,828
+5% +$407K 0.09% 84
2024
Q3 		$8.61M Sell
100,181
-1,229
-1% -$99.3K 0.1% 84
2024
Q2 		$7.96M Sell
101,410
-1,402
-1% -$114K 0.09% 85
2024
Q1 		$8.87M Sell
102,812
-1,766
-2% -$142K 0.11% 75
2023
Q4 		$8.23M Sell
104,578
-3,810
-4% -$276K 0.13% 74
2023
Q3 		$7.81M Sell
108,388
-6,268
-5% -$487K 0.13% 76
2023
Q2 		$8.7M Buy
114,656
+925
+0.8% +$66.7K 0.15% 76
2023
Q1 		$8.45M Buy
113,731
+5,417
+5% +$460K 0.17% 72
2022
Q4 		$9.09M Buy
108,314
+3,730
+4% +$320K 0.22% 62
2022
Q3 		$7.55M Buy
104,584
+6,752
+7% +$485K 0.2% 66
2022
Q2 		$6.53M Buy
97,832
+6,677
+7% +$470K 0.16% 79
2022
Q1 		$6.69M Buy
+91,155
New +$6.6M 0.12% 90
2020
Q1 		– Sell
-87,706
Closed -$4.82M – 119
2019
Q4 		$4.82M Sell
87,706
-1,085
-1% -$59.4K 0.09% 95
2019
Q3 		$5.07M Sell
88,791
-3,838
-4% -$216K 0.13% 84
2019
Q2 		$5.37M Buy
+92,629
New +$5.1M 0.14% 82
2018
Q4 		– Sell
-64,135
Closed -$3.76M – 137
2018
Q3 		$3.76M Buy
+64,135
New +$3.57M 0.08% 95
2018
Q2 		– Sell
-321,889
Closed -$19.6M – 131
2018
Q1 		$19.6M Sell
321,889
-12,889
-4% -$848K 0.57% 28
2017
Q4 		$23.6M Sell
334,778
-5,754
-2% -$396K 0.52% 23
2017
Q3 		$21.9M Sell
340,532
-20,350
-6% -$1.31M 0.54% 25
2017
Q2 		$23.1M Sell
360,882
-8,748
-2% -$555K 0.6% 26
2017
Q1 		$23.3M Buy
369,630
+10,386
+3% +$633K 0.66% 26
2016
Q4 		$20.8M Buy
359,244
+11,595
+3% +$650K 0.69% 21
2016
Q3 		$17.9M Buy
+347,649
New +$16.3M 0.73% 27

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Churchill Management's PFG Position: Q2 2025 in Review

Churchill Management increased its Principal Financial Group (PFG) stake by 3% in Q2 2025, buying an estimated $251K and bringing the position to 112,590 shares worth $8.94M. The position accounts for 0.1% of the portfolio, ranked #84.

Churchill Management first reported a position in PFG in Q3 2016 and has held it in 25 quarters since. The position peaked at $23.6M in Q4 2017. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Churchill Management held 112,590 shares of Principal Financial Group worth $8.94M as of Q2 2025.
  • Churchill Management bought 3,272 Principal Financial Group shares in Q2 2025, an estimated $251K.
  • Principal Financial Group made up 0.1% of Churchill Management's portfolio in Q2 2025, its #84 holding.
  • Churchill Management first reported a position in Principal Financial Group in Q3 2016 and has held it in 25 quarters since.
  • Churchill Management's Principal Financial Group position peaked at $23.6M in Q4 2017.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.