HBT
PFG icon

Heartland Bank & Trust’s Principal Financial Group PFG Stock Holding History

Heartland Bank & Trust’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
Q1 		– Sell
-4,829
Closed -$374K – 180
2024
Q4 		$374K Sell
4,829
-303
-6% -$25.5K 0.2% 102
2024
Q3 		$441K Sell
5,132
-364
-7% -$29.4K 0.24% 97
2024
Q2 		$431K Buy
5,496
+234
+4% +$19K 0.24% 96
2024
Q1 		$454K Buy
+5,262
New +$422K 0.26% 93
2023
Q4 		– Sell
-5,732
Closed -$413K – 133
2023
Q3 		$413K Buy
5,732
+84
+1% +$6.52K 0.33% 88
2023
Q2 		$428K Sell
5,648
-238
-4% -$17.2K 0.33% 86
2023
Q1 		$437K Buy
5,886
+378
+7% +$32.1K 0.33% 95
2022
Q4 		$462K Buy
+5,508
New +$473K 0.34% 86

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heartland Bank & Trust's PFG Position: Q1 2025 in Review

Heartland Bank & Trust sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 4,829 shares — an estimated $374K sold.

Heartland Bank & Trust first reported a position in PFG in Q4 2022 and held it in 8 quarters. The position peaked at $462K in Q4 2022. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

  • Heartland Bank & Trust reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
  • Heartland Bank & Trust sold 4,829 Principal Financial Group shares in Q1 2025, an estimated $374K.
  • Heartland Bank & Trust first reported a position in Principal Financial Group in Q4 2022 and held it in 8 quarters.
  • Heartland Bank & Trust's Principal Financial Group position peaked at $462K in Q4 2022.
  • 841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Heartland Bank & Trust's 13F filing for Q1 2025, filed 22 Apr 2025.