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Lindbrook Capital’s Principal Financial Group PFG Stock Holding History

Lindbrook Capital’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 		$167K Buy
1,979
+1,683
+569% +$140K 0.02% 471
2024
Q4 		$22.9K Buy
296
+73
+33% +$6.15K ﹤0.01% 1209
2024
Q3 		$19.2K Sell
223
-98
-31% -$7.92K ﹤0.01% 1323
2024
Q2 		$25.2K Buy
321
+173
+117% +$14K ﹤0.01% 1114
2024
Q1 		$12.8K Hold
148
– – ﹤0.01% 1434
2023
Q4 		$11.6K Hold
148
– – ﹤0.01% 1470
2023
Q3 		$10.7K Sell
148
-11
-7% -$854 ﹤0.01% 1379
2023
Q2 		$12.1K Hold
159
– – ﹤0.01% 1355
2023
Q1 		$11.8K Sell
159
-78
-33% -$6.62K ﹤0.01% 1350
2022
Q4 		$19.9K Buy
237
+25
+12% +$2.15K ﹤0.01% 1064
2022
Q3 		$15K Buy
212
+11
+5% +$790 ﹤0.01% 1138
2022
Q2 		$13K Hold
201
– – ﹤0.01% 1149
2022
Q1 		$15K Hold
201
– – ﹤0.01% 1131
2021
Q4 		$15K Hold
201
– – ﹤0.01% 1133
2021
Q3 		$13K Hold
201
– – ﹤0.01% 903
2021
Q2 		$13K Hold
201
– – ﹤0.01% 948
2021
Q1 		$12K Buy
201
+9
+5% +$502 ﹤0.01% 951
2020
Q4 		$10K Hold
192
– – ﹤0.01% 916
2020
Q3 		$8K Hold
192
– – ﹤0.01% 924
2020
Q2 		$8K Sell
192
-300
-61% -$10.9K ﹤0.01% 918
2020
Q1 		$15K Sell
492
-423
-46% -$20K 0.01% 640
2019
Q4 		$50K Hold
915
– – 0.02% 446
2019
Q3 		$52K Sell
915
-43
-4% -$2.42K 0.02% 408
2019
Q2 		$55K Hold
958
– – 0.02% 390
2019
Q1 		$48K Hold
958
– – 0.02% 428
2018
Q4 		$42K Buy
+958
New +$47.2K 0.02% 398

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
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 $178B AUM 37.23% 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

Lindbrook Capital's PFG Position: Q1 2025 in Review

Lindbrook Capital increased its Principal Financial Group (PFG) stake by 569% in Q1 2025, buying an estimated $140K and bringing the position to 1,979 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #471.

Lindbrook Capital first reported a position in PFG in Q4 2018 and has held it in 26 quarters since. 842 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

  • Lindbrook Capital held 1,979 shares of Principal Financial Group worth $167K as of Q1 2025.
  • Lindbrook Capital bought 1,683 Principal Financial Group shares in Q1 2025, an estimated $140K.
  • Principal Financial Group made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #471 holding.
  • Lindbrook Capital first reported a position in Principal Financial Group in Q4 2018 and has held it in 26 quarters since.
  • 842 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.