HFM
PFG icon

Hartford Funds Management’s Principal Financial Group PFG Stock Holding History

Hartford Funds Management’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
Q2 		– Sell
-11,298
Closed -$953K – 104
2025
Q1 		$953K Buy
11,298
+57
+0.5% +$4.74K 0.09% 48
2024
Q4 		$870K Buy
11,241
+161
+1% +$13.6K 0.08% 50
2024
Q3 		$952K Sell
11,080
-97
-0.9% -$7.83K 0.09% 43
2024
Q2 		$877K Buy
11,177
+1,175
+12% +$95.4K 0.08% 43
2024
Q1 		$863K Buy
10,002
+1,793
+22% +$144K 0.08% 36
2023
Q4 		$646K Buy
8,209
+3,731
+83% +$270K 0.06% 43
2023
Q3 		$323K Buy
+4,478
New +$348K 0.03% 67

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hartford Funds Management's PFG Position: Q2 2025 in Review

Hartford Funds Management sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 11,298 shares — an estimated $953K sold.

Hartford Funds Management first reported a position in PFG in Q3 2023 and held it in 7 quarters. The position peaked at $953K in Q1 2025. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Hartford Funds Management reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Hartford Funds Management sold 11,298 Principal Financial Group shares in Q2 2025, an estimated $953K.
  • Hartford Funds Management first reported a position in Principal Financial Group in Q3 2023 and held it in 7 quarters.
  • Hartford Funds Management's Principal Financial Group position peaked at $953K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Hartford Funds Management's 13F filing for Q2 2025, filed 7 Aug 2025.