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DV Equities’s Principal Financial Group PFG Stock Holding History

DV Equities’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 		$24.5K Buy
+278
New +$23.5K ﹤0.01% 504

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

DV Equities's PFG Position: Q4 2025 in Review

DV Equities opened a new position in Principal Financial Group (PFG) in Q4 2025: 278 shares worth $24.5K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings.

893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • DV Equities held 278 shares of Principal Financial Group worth $24.5K as of Q4 2025.
  • Principal Financial Group was a new DV Equities position in Q4 2025.
  • Principal Financial Group made up ﹤0.01% of DV Equities's portfolio in Q4 2025, its #504 holding.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on DV Equities's 13F filing for Q4 2025, filed 17 Feb 2026.