MS
PFG icon

Maven Securities’s Principal Financial Group PFG Stock Holding History

Maven Securities’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
Q3 		– Sell
-9,200
Closed -$731K – 746
2025
Q2 		$731K Sell
9,200
-23,500
-72% -$1.8M 0.02% 513
2025
Q1 		$2.76M Buy
32,700
+13,600
+71% +$1.13M 0.08% 217
2024
Q4 		$1.48M Sell
19,100
-55,000
-74% -$4.63M 0.04% 341
2024
Q3 		$6.37M Buy
74,100
+14,800
+25% +$1.2M 0.12% 139
2024
Q2 		$4.65M Buy
+59,300
New +$4.82M 0.1% 206
2024
Q1 		– Sell
-14,900
Closed -$1.17M – 821
2023
Q4 		$1.17M Buy
14,900
+3,500
+31% +$253K 0.02% 433
2023
Q3 		$822K Buy
11,400
+8,600
+307% +$668K 0.01% 681
2023
Q2 		$212K Sell
2,800
-2,800
-50% -$202K ﹤0.01% 806
2023
Q1 		$416K Buy
+5,600
New +$475K 0.01% 707
2022
Q3 		– Sell
-4,100
Closed -$274K – 1194
2022
Q2 		$274K Sell
4,100
-600
-13% -$42.2K 0.01% 768
2022
Q1 		$345K Sell
4,700
-10,000
-68% -$724K 0.01% 659
2021
Q4 		$1.06M Sell
14,700
-21,700
-60% -$1.51M 0.03% 328
2021
Q3 		$2.34M Buy
36,400
+11,700
+47% +$751K 0.08% 200
2021
Q2 		$1.56M Buy
24,700
+13,600
+123% +$870K 0.06% 293
2021
Q1 		$666K Buy
+11,100
New +$619K 0.03% 546
2020
Q4 		– Sell
-8,500
Closed -$342K – 789
2020
Q3 		$342K Buy
+8,500
New +$362K 0.03% 455
2020
Q2 		– Sell
-11,000
Closed -$345K – 560
2020
Q1 		$345K Buy
+11,000
New +$520K 0.04% 212

Other funds holding PFG

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Maven Securities's PFG Position: Q2 2025 in Review

Maven Securities sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 3,186 shares — an estimated $245K sold.

Maven Securities first reported a position in PFG in Q1 2020 and held it in 6 quarters. The position peaked at $400K in Q2 2021. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Maven Securities reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Maven Securities sold 3,186 Principal Financial Group shares in Q2 2025, an estimated $245K.
  • Maven Securities first reported a position in Principal Financial Group in Q1 2020 and held it in 6 quarters.
  • Maven Securities's Principal Financial Group position peaked at $400K in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Maven Securities's 13F filing for Q2 2025, filed 14 Aug 2025.