GIM
PFG icon

Glenmede Investment Management’s Principal Financial Group PFG Stock Holding History

Glenmede Investment Management’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
Q3 		$1.02M Buy
12,312
+274
+2% +$21.9K ﹤0.01% 703
2025
Q2 		$956K Buy
+12,038
New +$924K ﹤0.01% 725

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Glenmede Investment Management's PFG Position: Q3 2025 in Review

Glenmede Investment Management increased its Principal Financial Group (PFG) stake by 2.3% in Q3 2025, buying an estimated $21.9K and bringing the position to 12,312 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Glenmede Investment Management first reported a position in PFG in Q2 2025 and has held it in 2 quarters since. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • Glenmede Investment Management held 12,312 shares of Principal Financial Group worth $1.02M as of Q3 2025.
  • Glenmede Investment Management bought 274 Principal Financial Group shares in Q3 2025, an estimated $21.9K.
  • Principal Financial Group made up ﹤0.01% of Glenmede Investment Management's portfolio in Q3 2025, its #703 holding.
  • Glenmede Investment Management first reported a position in Principal Financial Group in Q2 2025 and has held it in 2 quarters since.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.