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Globeflex Capital’s Principal Financial Group PFG Stock Holding History

Globeflex 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
2024
Q4 		– Sell
-63
Closed -$5.41K – 485
2024
Q3 		$5.41K Hold
63
– – ﹤0.01% 436
2024
Q2 		$4.94K Hold
63
– – ﹤0.01% 438
2024
Q1 		$5.44K Hold
63
– – ﹤0.01% 444
2023
Q4 		$4.96K Hold
63
– – ﹤0.01% 440
2023
Q3 		$4.54K Hold
63
– – ﹤0.01% 436
2023
Q2 		$4.78K Hold
63
– – ﹤0.01% 436
2023
Q1 		$4.68K Hold
63
– – ﹤0.01% 442
2022
Q4 		$5.29K Hold
63
– – ﹤0.01% 444
2022
Q3 		$5K Buy
+63
New +$4.53K ﹤0.01% 451

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Globeflex Capital's PFG Position: Q4 2024 in Review

Globeflex Capital sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 63 shares — an estimated $5.41K sold.

Globeflex Capital first reported a position in PFG in Q3 2022 and held it in 9 quarters. The position peaked at $5.44K in Q1 2024. 786 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Globeflex Capital reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Globeflex Capital sold 63 Principal Financial Group shares in Q4 2024, an estimated $5.41K.
  • Globeflex Capital first reported a position in Principal Financial Group in Q3 2022 and held it in 9 quarters.
  • Globeflex Capital's Principal Financial Group position peaked at $5.44K in Q1 2024.
  • 786 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Globeflex Capital's 13F filing for Q4 2024, filed 10 Feb 2025.