IAIM
PFG icon

International Assets Investment Management’s Principal Financial Group PFG Stock Holding History

International Assets Investment 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
2026
Q1 		$38.7K Buy
430
+165
+62% +$15.1K ﹤0.01% 1305
2025
Q4 		$23.4K Buy
+265
New +$22.4K ﹤0.01% 1438
2024
Q4 		– Sell
-132,200
Closed -$1.54K – 1572
2024
Q3 		$1.54K Buy
132,200
+130,225
+6,594% +$10.5M ﹤0.01% 990
2024
Q2 		$155K Buy
+1,975
New +$160K 0.01% 795
2023
Q2 		– Sell
-1,908
Closed -$142K – 746
2023
Q1 		$142K Buy
+1,908
New +$162K 0.02% 538
2021
Q2 		– Sell
-2,932
Closed -$159K – 1491
2021
Q1 		$159K Buy
2,932
+1,359
+86% +$75.7K 0.01% 564
2020
Q4 		$78K Buy
+1,573
New +$72.1K 0.01% 675

Other funds holding PFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return