LGF
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LGT Group Foundation’s Principal Financial Group PFG Stock Holding History

LGT Group Foundation’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
-6,000
Closed -$464K – 300
2024
Q4 		$464K Sell
6,000
-3,000
-33% -$253K 0.01% 220
2024
Q3 		$766K Hold
9,000
– – 0.01% 219
2024
Q2 		$706K Buy
+9,000
New +$731K 0.01% 215

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGT Group Foundation's PFG Position: Q1 2025 in Review

LGT Group Foundation sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 6,000 shares — an estimated $464K sold.

LGT Group Foundation first reported a position in PFG in Q2 2024 and held it in 3 quarters. The position peaked at $766K in Q3 2024. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

  • LGT Group Foundation reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
  • LGT Group Foundation sold 6,000 Principal Financial Group shares in Q1 2025, an estimated $464K.
  • LGT Group Foundation first reported a position in Principal Financial Group in Q2 2024 and held it in 3 quarters.
  • LGT Group Foundation's Principal Financial Group position peaked at $766K in Q3 2024.
  • 841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on LGT Group Foundation's 13F filing for Q1 2025, filed 13 May 2025.