CIBC Private Wealth Group’s Principal Financial Group PFG Stock Holding History

CIBC Private Wealth Group’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	$389K	Sell	4,408 -303	-6%	-$25.6K	﹤0.01%	958
2025 Q3	$391K	Buy	4,711 +411	+10%	+$32.9K	﹤0.01%	940
2025 Q2	$342K	Buy	4,300 +216	+5%	+$16.6K	﹤0.01%	931
2025 Q1	$284K	Buy	4,084 +1,572	+63%	+$131K	﹤0.01%	971
2024 Q4	$197K	Buy	2,512 +8	+0.3%	+$674	﹤0.01%	1161
2024 Q3	$215K	Sell	2,504 -50	-2%	-$4.04K	﹤0.01%	1150
2024 Q2	$200K	Sell	2,554 -58	-2%	-$4.71K	﹤0.01%	1103
2024 Q1	$225K	Buy	+2,612	New	+$210K	﹤0.01%	1073
2018 Q2	–	Sell	-198	Closed	-$12K	–	2055
2018 Q1	$12K	Buy	198 +190	+2,375%	+$12.5K	﹤0.01%	1494
2017 Q4	$1K	Buy	+8	New	+$551	﹤0.01%	1877

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CIBC Private Wealth Group's PFG Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Principal Financial Group (PFG) stake by 6.4% in Q4 2025, selling an estimated $25.6K and leaving 4,408 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

CIBC Private Wealth Group first reported a position in PFG in Q4 2017 and has held it in 10 quarters since. The position peaked at $391K in Q3 2025. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

CIBC Private Wealth Group held 4,408 shares of Principal Financial Group worth $389K as of Q4 2025.
CIBC Private Wealth Group sold 303 Principal Financial Group shares in Q4 2025, an estimated $25.6K.
Principal Financial Group made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #958 holding.
CIBC Private Wealth Group first reported a position in Principal Financial Group in Q4 2017 and has held it in 10 quarters since.
CIBC Private Wealth Group's Principal Financial Group position peaked at $391K in Q3 2025.
893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.