GS
PFG icon

GTS Securities’s Principal Financial Group PFG Stock Holding History

GTS Securities’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
2026
Q1 		$295K Buy
3,271
+560
+21% +$51.2K 0.01% 1113
2025
Q4 		$239K Buy
+2,711
New +$229K 0.01% 1189
2025
Q2 		– Sell
-2,819
Closed -$238K – 1510
2025
Q1 		$238K Sell
2,819
-187
-6% -$15.6K 0.01% 1065
2024
Q4 		$233K Sell
3,006
-491
-14% -$41.4K 0.01% 1023
2024
Q3 		$300K Sell
3,497
-223
-6% -$18K 0.01% 3297
2024
Q2 		$292K Buy
+3,720
New +$302K 0.01% 3149
2024
Q1 		– Sell
-5,325
Closed -$427K – 4473
2023
Q4 		$419K Buy
5,325
+827
+18% +$59.9K 0.01% 2938
2023
Q3 		$324K Buy
+4,498
New +$349K 0.01% 2997

Other funds holding PFG

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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