Deutsche Bank’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $125M | Buy |
1,383,643
+229,038
| +20% | +$20.9M | 0.04% | 406 |
|
|
2025
Q4 | $102M | Buy |
1,154,605
+100,155
| +9% | +$8.45M | 0.03% | 465 |
|
|
2025
Q3 | $87.4M | Buy |
1,054,450
+3,804
| +0.4% | +$304K | 0.03% | 481 |
|
|
2025
Q2 | $83.5M | Buy |
1,050,646
+49,809
| +5% | +$3.82M | 0.03% | 476 |
|
|
2025
Q1 | $84.4M | Sell |
1,000,837
-481,216
| -32% | -$40M | 0.03% | 487 |
|
|
2024
Q4 | $115M | Buy |
1,482,053
+627,865
| +74% | +$52.9M | 0.05% | 387 |
|
|
2024
Q3 | $73.4M | Sell |
854,188
-150,637
| -15% | -$12.2M | 0.03% | 499 |
|
|
2024
Q2 | $78.8M | Buy |
1,004,825
+298,265
| +42% | +$24.2M | 0.04% | 424 |
|
|
2024
Q1 | $61M | Buy |
706,560
+41,026
| +6% | +$3.29M | 0.03% | 497 |
|
|
2023
Q4 | $52.4M | Buy |
665,534
+12,276
| +2% | +$889K | 0.03% | 513 |
|
|
2023
Q3 | $47.1M | Buy |
653,258
+33,462
| +5% | +$2.6M | 0.03% | 482 |
|
|
2023
Q2 | $47M | Buy |
619,796
+2,974
| +0.5% | +$214K | 0.03% | 527 |
|
|
2023
Q1 | $45.8M | Sell |
616,822
-59,096
| -9% | -$5.01M | 0.03% | 529 |
|
|
2022
Q4 | $56.7M | Buy |
675,918
+18,965
| +3% | +$1.63M | 0.03% | 471 |
|
|
2022
Q3 | $47.4M | Sell |
656,953
-44,401
| -6% | -$3.19M | 0.03% | 496 |
|
|
2022
Q2 | $46.8M | Sell |
701,354
-101,416
| -13% | -$7.13M | 0.03% | 537 |
|
|
2022
Q1 | $58.9M | Buy |
802,770
+40,722
| +5% | +$2.95M | 0.03% | 525 |
|
|
2021
Q4 | $55.1M | Buy |
762,048
+66,905
| +10% | +$4.67M | 0.02% | 557 |
|
|
2021
Q3 | $44.8M | Sell |
695,143
-27,856
| -4% | -$1.79M | 0.02% | 640 |
|
|
2021
Q2 | $45.7M | Buy |
722,999
+46,323
| +7% | +$2.96M | 0.02% | 635 |
|
|
2021
Q1 | $40.6M | Buy |
676,676
+41,107
| +6% | +$2.29M | 0.02% | 651 |
|
|
2020
Q4 | $31.5M | Buy |
635,569
+46,045
| +8% | +$2.11M | 0.02% | 649 |
|
|
2020
Q3 | $23.7M | Buy |
589,524
+40,055
| +7% | +$1.71M | 0.02% | 650 |
|
|
2020
Q2 | $22.8M | Sell |
549,469
-259,700
| -32% | -$9.47M | 0.02% | 657 |
|
|
2020
Q1 | $25.4M | Buy |
809,169
+45,981
| +6% | +$2.18M | 0.02% | 574 |
|
|
2019
Q4 | $42M | Buy |
763,188
+150,771
| +25% | +$8.25M | 0.03% | 534 |
|
|
2019
Q3 | $35M | Sell |
612,417
-105,718
| -15% | -$5.95M | 0.02% | 588 |
|
|
2019
Q2 | $41.6M | Sell |
718,135
-32,898
| -4% | -$1.81M | 0.02% | 643 |
|
|
2019
Q1 | $37.7M | Sell |
751,033
-110,001
| -13% | -$5.45M | 0.02% | 691 |
|
|
2018
Q4 | $38M | Sell |
861,034
-704,338
| -45% | -$34.7M | 0.03% | 602 |
|
|
2018
Q3 | $91.7M | Buy |
1,565,372
+31,737
| +2% | +$1.77M | 0.05% | 415 |
|
|
2018
Q2 | $81.2M | Buy |
1,533,635
+97,712
| +7% | +$5.68M | 0.04% | 465 |
|
|
2018
Q1 | $87.5M | Buy |
1,435,923
+260,719
| +22% | +$17.2M | 0.04% | 440 |
|
|
2017
Q4 | $82.9M | Buy |
1,175,204
+223,029
| +23% | +$15.4M | 0.05% | 378 |
|
|
2017
Q3 | $61.3M | Buy |
952,175
+208,639
| +28% | +$13.4M | 0.04% | 464 |
|
|
2017
Q2 | $47.6M | Buy |
743,536
+4,996
| +0.7% | +$317K | 0.03% | 537 |
|
|
2017
Q1 | $46.6M | Buy |
738,540
+172,998
| +31% | +$10.6M | 0.03% | 535 |
|
|
2016
Q4 | $32.7M | Sell |
565,542
-463,335
| -45% | -$26M | 0.03% | 638 |
|
|
2016
Q3 | $53M | Buy |
1,028,877
+162,536
| +19% | +$7.6M | 0.04% | 509 |
|
|
2016
Q2 | $35.6M | Sell |
866,341
-765,862
| -47% | -$32.3M | 0.03% | 646 |
|
|
2016
Q1 | $64.4M | Buy |
1,632,203
+816,903
| +100% | +$31.4M | 0.05% | 409 |
|
|
2015
Q4 | $36.7M | Buy |
815,300
+117,914
| +17% | +$5.76M | 0.03% | 656 |
|
|
2015
Q3 | $33M | Buy |
697,386
+26,505
| +4% | +$1.37M | 0.03% | 642 |
|
|
2015
Q2 | $34.4M | Sell |
670,881
-83,291
| -11% | -$4.32M | 0.02% | 690 |
|
|
2015
Q1 | $38.7M | Sell |
754,172
-96,786
| -11% | -$4.86M | 0.02% | 631 |
|
|
2014
Q4 | $44.2M | Sell |
850,958
-13,813
| -2% | -$716K | 0.03% | 620 |
|
|
2014
Q3 | $45.4M | Buy |
864,771
+135,471
| +19% | +$7.09M | 0.03% | 573 |
|
|
2014
Q2 | $36.8M | Buy |
729,300
+128,664
| +21% | +$6.06M | 0.03% | 643 |
|
|
2014
Q1 | $27.6M | Sell |
600,636
-271,280
| -31% | -$12.4M | 0.02% | 765 |
|
|
2013
Q4 | $43M | Sell |
871,916
-430,187
| -33% | -$20.4M | 0.03% | 546 |
|
|
2013
Q3 | $55.8M | Sell |
1,302,103
-374,060
| -22% | -$15.6M | 0.04% | 462 |
|
|
2013
Q2 | $62.8M | Buy |
+1,676,163
| New | +$61.3M | 0.05% | 390 |
|
Other funds holding PFG
NLI
VCM
VPM
