IGAM
PFG icon

iA Global Asset Management’s Principal Financial Group PFG Stock Holding History

iA Global Asset 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
Q3 		– Sell
-3,607
Closed -$287K – 447
2025
Q2 		$287K Sell
3,607
-1,555
-30% -$119K ﹤0.01% 376
2025
Q1 		$436K Buy
+5,162
New +$429K 0.01% 356
2024
Q3 		– Sell
-9,667
Closed -$758K – 510
2024
Q2 		$758K Buy
9,667
+8,049
+497% +$654K 0.01% 324
2024
Q1 		$140K Sell
1,618
-10,560
-87% -$847K ﹤0.01% 450
2023
Q4 		$958K Buy
12,178
+3,808
+45% +$276K 0.02% 302
2023
Q3 		$603K Sell
8,370
-3,276
-28% -$254K 0.02% 326
2023
Q2 		$883K Buy
+11,646
New +$839K 0.02% 287

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

iA Global Asset Management's PFG Position: Q3 2025 in Review

iA Global Asset Management sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 3,607 shares — an estimated $287K sold.

iA Global Asset Management first reported a position in PFG in Q2 2023 and held it in 7 quarters. The position peaked at $958K in Q4 2023. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • iA Global Asset Management reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
  • iA Global Asset Management sold 3,607 Principal Financial Group shares in Q3 2025, an estimated $287K.
  • iA Global Asset Management first reported a position in Principal Financial Group in Q2 2023 and held it in 7 quarters.
  • iA Global Asset Management's Principal Financial Group position peaked at $958K in Q4 2023.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on iA Global Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.