LBP AM’s Principal Financial Group PFG Stock Holding History

LBP AM’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	$9.85M	Sell	109,338 -8,559	-7%	-$782K	0.13%	155
2025 Q4	$10.4M	Buy	+117,897	New	+$9.95M	0.12%	162
2024 Q3	–	Sell	-63,930	Closed	-$5.02M	–	400
2024 Q2	$5.02M	Buy	63,930 +1,163	+2%	+$94.4K	0.21%	106
2024 Q1	$5.42M	Buy	62,767 +43,383	+224%	+$3.48M	0.22%	110
2023 Q4	$1.52M	Sell	19,384 -23,371	-55%	-$1.69M	0.03%	288
2023 Q3	$3.08M	Buy	42,755 +11,607	+37%	+$901K	0.07%	238
2023 Q2	$2.36M	Buy	31,148 +2,395	+8%	+$173K	0.06%	235
2023 Q1	$2.14M	Sell	28,753 -1,235	-4%	-$105K	0.05%	271
2022 Q4	$2.52M	Buy	+29,988	New	+$2.57M	0.07%	248

Other funds holding PFG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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