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Meag Munich Ergo’s Principal Financial Group PFG Stock Holding History

Meag Munich Ergo’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
-3,556
Closed -$300K – 210
2025
Q1 		$300K Buy
+3,556
New +$296K 0.01% 151
2024
Q1 		– Sell
-21,193
Closed -$1.67M – 196
2023
Q4 		$1.67M Buy
21,193
+105
+0.5% +$7.61K 0.06% 120
2023
Q3 		$1.52M Buy
+21,088
New +$1.64M 0.07% 115
2021
Q3 		– Sell
-99,366
Closed -$6.28M – 296
2021
Q2 		$6.28M Buy
99,366
+91,490
+1,162% +$5.85M 0.6% 43
2021
Q1 		$472K Buy
+7,876
New +$439K 0.05% 257
2014
Q1 		– Sell
-6,709
Closed -$329K – 237
2013
Q4 		$329K Buy
6,709
+289
+5% +$13.7K 0.02% 206
2013
Q3 		$275K Buy
+6,420
New +$268K 0.02% 200

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meag Munich Ergo's PFG Position: Q2 2025 in Review

Meag Munich Ergo sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 3,556 shares — an estimated $300K sold.

Meag Munich Ergo first reported a position in PFG in Q3 2013 and held it in 7 quarters. The position peaked at $6.28M in Q2 2021. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Meag Munich Ergo reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Meag Munich Ergo sold 3,556 Principal Financial Group shares in Q2 2025, an estimated $300K.
  • Meag Munich Ergo first reported a position in Principal Financial Group in Q3 2013 and held it in 7 quarters.
  • Meag Munich Ergo's Principal Financial Group position peaked at $6.28M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Meag Munich Ergo's 13F filing for Q2 2025, filed 16 Jul 2025.