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Guerra Advisors’s Principal Financial Group PFG Stock Holding History

Guerra 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
Q3 		$3.32K Buy
+40
New +$3.2K ﹤0.01% 461

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

Guerra Advisors's PFG Position: Q3 2025 in Review

Guerra Advisors opened a new position in Principal Financial Group (PFG) in Q3 2025: 40 shares worth $3.32K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings.

830 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • Guerra Advisors held 40 shares of Principal Financial Group worth $3.32K as of Q3 2025.
  • Principal Financial Group was a new Guerra Advisors position in Q3 2025.
  • Principal Financial Group made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #461 holding.
  • 830 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.