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DoubleLine ETF Adviser’s Principal Financial Group PFG Stock Holding History

DoubleLine ETF Adviser’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
2024
Q4 		– Sell
-3,635
Closed -$312K – 200
2024
Q3 		$312K Sell
3,635
-331
-8% -$26.7K 0.08% 176
2024
Q2 		$311K Sell
3,966
-132
-3% -$10.7K 0.08% 158
2024
Q1 		$354K Buy
4,098
+418
+11% +$33.5K 0.09% 168
2023
Q4 		$290K Buy
3,680
+256
+7% +$18.5K 0.08% 176
2023
Q3 		$247K Buy
3,424
+191
+6% +$14.8K 0.09% 151
2023
Q2 		$245K Buy
3,233
+481
+17% +$34.7K 0.09% 140
2023
Q1 		$205K Sell
2,752
-469
-15% -$39.8K 0.09% 186
2022
Q4 		$270K Buy
+3,221
New +$276K 0.14% 159

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

DoubleLine ETF Adviser's PFG Position: Q4 2024 in Review

DoubleLine ETF Adviser sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 3,635 shares — an estimated $312K sold.

DoubleLine ETF Adviser first reported a position in PFG in Q4 2022 and held it in 8 quarters. The position peaked at $354K in Q1 2024. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • DoubleLine ETF Adviser reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • DoubleLine ETF Adviser sold 3,635 Principal Financial Group shares in Q4 2024, an estimated $312K.
  • DoubleLine ETF Adviser first reported a position in Principal Financial Group in Q4 2022 and held it in 8 quarters.
  • DoubleLine ETF Adviser's Principal Financial Group position peaked at $354K in Q1 2024.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on DoubleLine ETF Adviser's 13F filing for Q4 2024, filed 14 Feb 2025.