GPS Wealth Strategies Group’s Principal Financial Group PFG Stock Holding History

GPS Wealth Strategies Group’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	$35.6K	Sell	404 -46	-10%	-$3.88K	0.03%	250
2025 Q3	$37.3K	Hold	450	–	–	﹤0.01%	745
2025 Q2	$35.7K	Buy	450 +6	+1%	+$461	﹤0.01%	715
2025 Q1	$37.5K	Hold	444	–	–	0.01%	685
2024 Q4	$34.4K	Hold	444	–	–	﹤0.01%	667
2024 Q3	$38.1K	Hold	444	–	–	0.01%	646
2024 Q2	$34.8K	Buy	444 +40	+10%	+$3.25K	0.01%	629
2024 Q1	$34.9K	Hold	404	–	–	0.01%	597
2023 Q4	$31.8K	Hold	404	–	–	0.01%	598
2023 Q3	$29.1K	Hold	404	–	–	0.01%	613
2023 Q2	$30.6K	Buy	404 +22	+6%	+$1.59K	0.01%	607
2023 Q1	$28.4K	Buy	+382	New	+$32.4K	0.01%	616

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GPS Wealth Strategies Group's PFG Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Principal Financial Group (PFG) stake by 10% in Q4 2025, selling an estimated $3.88K and leaving 404 shares worth $35.6K. The position accounts for 0.03% of the portfolio, ranked #250.

GPS Wealth Strategies Group first reported a position in PFG in Q1 2023 and has held it in 12 quarters since. The position peaked at $38.1K in Q3 2024. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

GPS Wealth Strategies Group held 404 shares of Principal Financial Group worth $35.6K as of Q4 2025.
GPS Wealth Strategies Group sold 46 Principal Financial Group shares in Q4 2025, an estimated $3.88K.
Principal Financial Group made up 0.03% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #250 holding.
GPS Wealth Strategies Group first reported a position in Principal Financial Group in Q1 2023 and has held it in 12 quarters since.
GPS Wealth Strategies Group's Principal Financial Group position peaked at $38.1K in Q3 2024.
893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.