GLA
PFG icon

Great Lakes Advisors’s Principal Financial Group PFG Stock Holding History

Great Lakes Advisors’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
-11,148
Closed -$924K – 837
2025
Q3 		$924K Buy
+11,148
New +$891K 0.01% 535
2018
Q2 		– Sell
-68,377
Closed -$4.17M – 558
2018
Q1 		$4.17M Sell
68,377
-18,751
-22% -$1.23M 0.1% 204
2017
Q4 		$6.15M Buy
+87,128
New +$6M 0.14% 140
2017
Q2 		– Sell
-4,951
Closed -$312K – 593
2017
Q1 		$312K Buy
+4,951
New +$302K 0.01% 501

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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 $653B AUM 32.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM