Jim Simons
PFG icon

Jim Simons’s Principal Financial Group PFG Stock Holding History

Jim Simons’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
-91,000
Closed -$7.68M – 3807
2025
Q1 		$7.68M Buy
+91,000
New +$7.57M 0.01% 1158
2024
Q3 		– Sell
-50,000
Closed -$3.92M – 3797
2024
Q2 		$3.92M Sell
50,000
-89,000
-64% -$7.23M 0.01% 1459
2024
Q1 		$12M Sell
139,000
-9,500
-6% -$762K 0.02% 896
2023
Q4 		$11.7M Buy
+148,500
New +$10.8M 0.02% 871
2023
Q1 		– Sell
-15,822
Closed -$1.33M – 4299
2022
Q4 		$1.33M Buy
+15,822
New +$1.36M ﹤0.01% 2357
2020
Q2 		– Sell
-300,926
Closed -$9.43M – 3691
2020
Q1 		$9.43M Buy
+300,926
New +$14.2M 0.01% 1200
2018
Q4 		– Sell
-598,100
Closed -$35M – 3548
2018
Q3 		$35M Buy
598,100
+211,336
+55% +$11.8M 0.04% 610
2018
Q2 		$20.5M Buy
386,764
+375,864
+3,448% +$21.8M 0.02% 904
2018
Q1 		$664K Sell
10,900
-161,200
-94% -$10.6M ﹤0.01% 2817
2017
Q4 		$12.1M Sell
172,100
-89,500
-34% -$6.17M 0.01% 1268
2017
Q3 		$16.8M Buy
+261,600
New +$16.8M 0.02% 1009
2016
Q2 		– Sell
-489,000
Closed -$19.3M – 3467
2016
Q1 		$19.3M Buy
+489,000
New +$18.8M 0.04% 679
2015
Q2 		– Sell
-71,300
Closed -$3.66M – 3333
2015
Q1 		$3.66M Buy
+71,300
New +$3.58M 0.01% 1554

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 $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $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 $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jim Simons's PFG Position: Q2 2025 in Review

Jim Simons sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 91,000 shares — an estimated $7.68M sold.

Jim Simons first reported a position in PFG in Q1 2015 and held it in 13 quarters. The position peaked at $35M in Q3 2018. 815 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Jim Simons reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Jim Simons sold 91,000 Principal Financial Group shares in Q2 2025, an estimated $7.68M.
  • Jim Simons first reported a position in Principal Financial Group in Q1 2015 and held it in 13 quarters.
  • Jim Simons's Principal Financial Group position peaked at $35M in Q3 2018.
  • 815 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.