KI
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Kapitalo Investimentos’s Principal Financial Group PFG Stock Holding History

Kapitalo Investimentos’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
-88
Closed -$6.81K – 265
2024
Q4 		$6.81K Buy
+88
New +$7.42K ﹤0.01% 266
2023
Q4 		– Sell
-123
Closed -$8.87K – 674
2023
Q3 		$8.87K Buy
+123
New +$9.55K ﹤0.01% 525
2023
Q2 		– Sell
-3,258
Closed -$242K – 649
2023
Q1 		$242K Buy
+3,258
New +$276K 0.08% 121

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

Kapitalo Investimentos's PFG Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 88 shares — an estimated $6.81K sold.

Kapitalo Investimentos first reported a position in PFG in Q1 2023 and held it in 3 quarters. The position peaked at $242K in Q1 2023. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 88 Principal Financial Group shares in Q1 2025, an estimated $6.81K.
  • Kapitalo Investimentos first reported a position in Principal Financial Group in Q1 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Principal Financial Group position peaked at $242K in Q1 2023.
  • 841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.