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FORA Capital’s Principal Financial Group PFG Stock Holding History

FORA Capital’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 		– Sell
-2,529
Closed -$210K – 602
2025
Q3 		$210K Sell
2,529
-45
-2% -$3.6K 0.04% 435
2025
Q2 		$204K Buy
+2,574
New +$198K 0.02% 453
2024
Q4 		– Sell
-13,242
Closed -$1.14M – 546
2024
Q3 		$1.14M Buy
+13,242
New +$1.07M 0.13% 199
2024
Q2 		– Sell
-32,570
Closed -$2.81M – 508
2024
Q1 		$2.81M Buy
32,570
+917
+3% +$73.6K 0.23% 125
2023
Q4 		$2.49M Buy
+31,653
New +$2.29M 0.21% 131
2023
Q1 		– Sell
-8,858
Closed -$743K – 653
2022
Q4 		$743K Buy
+8,858
New +$760K 0.12% 207
2022
Q1 		– Sell
-3,550
Closed -$257K – 608
2021
Q4 		$257K Buy
+3,550
New +$248K 0.1% 254
2021
Q2 		– Sell
-2,343
Closed -$140K – 1082
2021
Q1 		$140K Buy
2,343
+1,102
+89% +$61.4K 0.05% 348
2020
Q4 		$62K Sell
1,241
-649
-34% -$29.7K 0.01% 747
2020
Q3 		$76K Buy
+1,890
New +$80.6K 0.05% 355

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

FORA Capital's PFG Position: Q4 2025 in Review

FORA Capital sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 2,529 shares — an estimated $210K sold.

FORA Capital first reported a position in PFG in Q3 2020 and held it in 10 quarters. The position peaked at $2.81M in Q1 2024. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • FORA Capital reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 2,529 Principal Financial Group shares in Q4 2025, an estimated $210K.
  • FORA Capital first reported a position in Principal Financial Group in Q3 2020 and held it in 10 quarters.
  • FORA Capital's Principal Financial Group position peaked at $2.81M in Q1 2024.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.