Geode Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434M | Buy |
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|
2025
Q1 | $461M | Buy |
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|
2024
Q4 | $422M | Buy |
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|
2024
Q3 | $464M | Sell |
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|
2024
Q2 | $425M | Buy |
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|
2024
Q1 | $465M | Buy |
|
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|
2023
Q4 | $407M | Buy |
|
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|
2023
Q3 | $372M | Sell |
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|
2023
Q2 | $424M | Buy |
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|
2023
Q1 | $409M | Sell |
|
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|
2022
Q4 | $469M | Sell |
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|
2022
Q3 | $403M | Buy |
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|
2022
Q2 | $329M | Sell |
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|
2022
Q1 | $375M | Buy |
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|
2021
Q4 | $360M | Buy |
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|
2021
Q3 | $317M | Buy |
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|
2021
Q2 | $306M | Buy |
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|
2021
Q1 | $284M | Buy |
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|
2020
Q4 | $228M | Buy |
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|
2020
Q3 | $182M | Sell |
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|
2020
Q2 | $188M | Sell |
|
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|
2020
Q1 | $144M | Buy |
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|
2019
Q4 | $247M | Buy |
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|
2019
Q3 | $248M | Buy |
|
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|
2019
Q2 | $242M | Buy |
|
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|
2019
Q1 | $203M | Sell |
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|
2018
Q4 | $183M | Buy |
|
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|
2018
Q3 | $210M | Buy |
|
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|
2018
Q2 | $182M | Buy |
|
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|
2018
Q1 | $202M | Buy |
|
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|
2017
Q4 | $215M | Buy |
|
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|
2017
Q3 | $181M | Buy |
|
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|
2017
Q2 | $175M | Buy |
|
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|
2017
Q1 | $170M | Buy |
|
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|
2016
Q4 | $142M | Buy |
|
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|
2016
Q3 | $121M | Buy |
|
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|
2016
Q2 | $93.3M | Buy |
|
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|
2016
Q1 | $87.6K | Buy |
|
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|
2015
Q4 | $98.8M | Sell |
|
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|
2015
Q3 | $104M | Buy |
|
|||||
|
2015
Q2 | $111M | Buy |
|
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|
2015
Q1 | $111M | Buy |
|
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|
2014
Q4 | $108M | Buy |
|
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|
2014
Q3 | $106M | Sell |
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|
2014
Q2 | $103M | Sell |
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|
2014
Q1 | $94.2M | Buy |
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|
2013
Q4 | $99.5M | Buy |
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|
2013
Q3 | $81.8M | Buy |
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|
2013
Q2 | $69M | Buy |
|