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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$287K Sell
3,607
-1,555
-30% -$124K ﹤0.01% 376
2025
Q1
$436K Buy
+5,162
New +$436K 0.01% 356
2024
Q3
Sell
-9,667
Closed -$758K 510
2024
Q2
$758K Buy
9,667
+8,049
+497% +$631K 0.01% 324
2024
Q1
$140K Sell
1,618
-10,560
-87% -$914K ﹤0.01% 450
2023
Q4
$958K Buy
12,178
+3,808
+45% +$300K 0.02% 302
2023
Q3
$603K Sell
8,370
-3,276
-28% -$236K 0.02% 326
2023
Q2
$883K Buy
+11,646
New +$883K 0.02% 287