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Convergence Investment Partners’s Principal Financial Group PFG Stock Holding History

Convergence Investment Partners’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 		– Sell
-11,343
Closed -$957K – 275
2025
Q1 		$957K Buy
+11,343
New +$943K 0.26% 135
2020
Q4 		– Sell
-35,474
Closed -$1.43M – 267
2020
Q3 		$1.43M Buy
35,474
+18,942
+115% +$807K 0.5% 60
2020
Q2 		$687K Sell
16,532
-571
-3% -$20.8K 0.24% 151
2020
Q1 		$536K Sell
17,103
-1,480
-8% -$70K 0.23% 133
2019
Q4 		$1.02M Sell
18,583
-934
-5% -$51.1K 0.29% 128
2019
Q3 		$1.11M Sell
19,517
-4,871
-20% -$274K 0.31% 118
2019
Q2 		$1.41M Buy
+24,388
New +$1.34M 0.34% 113
2018
Q3 		– Sell
-18,537
Closed -$982K – 348
2018
Q2 		$982K Sell
18,537
-7,184
-28% -$417K 0.14% 198
2018
Q1 		$1.57M Buy
25,721
+262
+1% +$17.2K 0.2% 170
2017
Q4 		$1.8M Sell
25,459
-769
-3% -$53K 0.24% 147
2017
Q3 		$1.69M Sell
26,228
-123
-0.5% -$7.91K 0.24% 159
2017
Q2 		$1.69M Buy
26,351
+1,935
+8% +$123K 0.25% 159
2017
Q1 		$1.54M Sell
24,416
-36,502
-60% -$2.23M 0.22% 179
2016
Q4 		$3.52M Buy
60,918
+4,959
+9% +$278K 0.49% 59
2016
Q3 		$2.88M Buy
55,959
+10,197
+22% +$477K 0.43% 79
2016
Q2 		$1.88M Buy
45,762
+21,652
+90% +$914K 0.26% 143
2016
Q1 		$951K Sell
24,110
-58,452
-71% -$2.25M 0.11% 256
2015
Q4 		$3.71M Buy
+82,562
New +$4.03M 0.42% 87

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Convergence Investment Partners's PFG Position: Q2 2025 in Review

Convergence Investment Partners sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 11,343 shares — an estimated $957K sold.

Convergence Investment Partners first reported a position in PFG in Q4 2015 and held it in 18 quarters. The position peaked at $3.71M in Q4 2015. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Convergence Investment Partners reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 11,343 Principal Financial Group shares in Q2 2025, an estimated $957K.
  • Convergence Investment Partners first reported a position in Principal Financial Group in Q4 2015 and held it in 18 quarters.
  • Convergence Investment Partners's Principal Financial Group position peaked at $3.71M in Q4 2015.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Convergence Investment Partners's 13F filing for Q2 2025, filed 1 Aug 2025.