LP
PFG icon

LMR Partners’s Principal Financial Group PFG Stock Holding History

LMR Partners’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
-5,342
Closed -$451K – 1580
2025
Q1 		$451K Sell
5,342
-3,653
-41% -$304K ﹤0.01% 930
2024
Q4 		$696K Buy
+8,995
New +$758K 0.01% 779
2023
Q2 		– Sell
-19,660
Closed -$1.46M – 1060
2023
Q1 		$1.46M Sell
19,660
-20,661
-51% -$1.75M 0.02% 521
2022
Q4 		$3.38M Buy
40,321
+20,277
+101% +$1.74M 0.06% 363
2022
Q3 		$1.45M Buy
20,044
+12,201
+156% +$876K 0.03% 630
2022
Q2 		$524K Buy
7,843
+1,051
+15% +$73.9K 0.01% 899
2022
Q1 		$499K Buy
+6,792
New +$492K 0.01% 967
2020
Q3 		– Sell
-32,085
Closed -$1.33M – 587
2020
Q2 		$1.33M Buy
+32,085
New +$1.17M 0.03% 319
2018
Q4 		– Sell
-9,390
Closed -$550K – 452
2018
Q3 		$550K Buy
+9,390
New +$523K 0.04% 177
2017
Q4 		– Sell
-3,721
Closed -$239K – 386
2017
Q3 		$239K Sell
3,721
-22,164
-86% -$1.43M 0.03% 256
2017
Q2 		$1.66M Buy
25,885
+17,938
+226% +$1.14M 0.1% 202
2017
Q1 		$501K Sell
7,947
-23,972
-75% -$1.46M 0.05% 219
2016
Q4 		$1.85M Buy
+31,919
New +$1.79M 0.28% 74
2015
Q3 		– Sell
-6,222
Closed -$319K – 443
2015
Q2 		$319K Buy
+6,222
New +$323K 0.04% 359
2015
Q1 		– Sell
-16,920
Closed -$879K – 435
2014
Q4 		$879K Buy
+16,920
New +$877K 0.11% 221

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMR Partners's PFG Position: Q2 2025 in Review

LMR Partners sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 5,342 shares — an estimated $451K sold.

LMR Partners first reported a position in PFG in Q4 2014 and held it in 15 quarters. The position peaked at $3.38M in Q4 2022. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • LMR Partners reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • LMR Partners sold 5,342 Principal Financial Group shares in Q2 2025, an estimated $451K.
  • LMR Partners first reported a position in Principal Financial Group in Q4 2014 and held it in 15 quarters.
  • LMR Partners's Principal Financial Group position peaked at $3.38M in Q4 2022.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.