Mitsubishi UFJ Trust & Banking’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.02M | Sell |
100,089
-58,032
| -37% | -$5.3M | 0.02% | 526 |
|
|
2025
Q4 | $13.9M | Buy |
158,121
+63,531
| +67% | +$5.36M | 0.03% | 429 |
|
|
2025
Q3 | $7.84M | Sell |
94,590
-4,777
| -5% | -$382K | 0.02% | 603 |
|
|
2025
Q2 | $7.89M | Sell |
99,367
-1,366
| -1% | -$105K | 0.02% | 609 |
|
|
2025
Q1 | $8.5M | Sell |
100,733
-4,375
| -4% | -$364K | 0.02% | 575 |
|
|
2024
Q4 | $8.14M | Sell |
105,108
-6,863
| -6% | -$578K | 0.02% | 614 |
|
|
2024
Q3 | $9.62M | Buy |
111,971
+779
| +0.7% | +$62.9K | 0.02% | 583 |
|
|
2024
Q2 | $8.72M | Sell |
111,192
-13,959
| -11% | -$1.13M | 0.02% | 577 |
|
|
2024
Q1 | $10.8M | Sell |
125,151
-7,549
| -6% | -$606K | 0.02% | 538 |
|
|
2023
Q4 | $10.4M | Sell |
132,700
-28,212
| -18% | -$2.04M | 0.02% | 544 |
|
|
2023
Q3 | $11.6M | Sell |
160,912
-5,426
| -3% | -$421K | 0.03% | 499 |
|
|
2023
Q2 | $12.6M | Sell |
166,338
-3,058
| -2% | -$220K | 0.03% | 502 |
|
|
2023
Q1 | $12.6M | Sell |
169,396
-4,319
| -2% | -$366K | 0.03% | 495 |
|
|
2022
Q4 | $14.6M | Buy |
173,715
+17,327
| +11% | +$1.49M | 0.04% | 457 |
|
|
2022
Q3 | $11.3M | Sell |
156,388
-2,651
| -2% | -$190K | 0.03% | 492 |
|
|
2022
Q2 | $10.6M | Sell |
159,039
-11,489
| -7% | -$808K | 0.03% | 529 |
|
|
2022
Q1 | $12.5M | Sell |
170,528
-6,663
| -4% | -$482K | 0.03% | 515 |
|
|
2021
Q4 | $12.8M | Sell |
177,191
-18,050
| -9% | -$1.26M | 0.03% | 540 |
|
|
2021
Q3 | $12.6M | Sell |
195,241
-8,192
| -4% | -$526K | 0.03% | 535 |
|
|
2021
Q2 | $12.9M | Sell |
203,433
-13,110
| -6% | -$838K | 0.03% | 544 |
|
|
2021
Q1 | $12.6M | Sell |
216,543
-29,995
| -12% | -$1.67M | 0.03% | 538 |
|
|
2020
Q4 | $12.2M | Sell |
246,538
-21,934
| -8% | -$1M | 0.02% | 566 |
|
|
2020
Q3 | $10.8M | Sell |
268,472
-4,506
| -2% | -$192K | 0.02% | 535 |
|
|
2020
Q2 | $11.3M | Sell |
272,978
-21,658
| -7% | -$790K | 0.03% | 510 |
|
|
2020
Q1 | $9.23M | Buy |
294,636
+9,291
| +3% | +$440K | 0.03% | 502 |
|
|
2019
Q4 | $15.7M | Sell |
285,345
-6,295
| -2% | -$345K | 0.04% | 454 |
|
|
2019
Q3 | $16.7M | Buy |
291,640
+43,331
| +17% | +$2.44M | 0.04% | 412 |
|
|
2019
Q2 | $14.1M | Buy |
248,309
+6,822
| +3% | +$376K | 0.05% | 417 |
|
|
2019
Q1 | $12.1M | Sell |
241,487
-3,142
| -1% | -$156K | 0.04% | 432 |
|
|
2018
Q4 | $10.8M | Sell |
244,629
-4,817
| -2% | -$237K | 0.05% | 428 |
|
|
2018
Q3 | $14.6M | Sell |
249,446
-371,558
| -60% | -$20.7M | 0.05% | 402 |
|
|
2018
Q2 | $32.9M | Buy |
621,004
+23,589
| +4% | +$1.37M | 0.06% | 379 |
|
|
2018
Q1 | $36.4M | Buy |
597,415
+2,854
| +0.5% | +$188K | 0.06% | 333 |
|
|
2017
Q4 | $42M | Buy |
594,561
+1,442
| +0.2% | +$99.3K | 0.07% | 304 |
|
|
2017
Q3 | $38.2M | Buy |
593,119
+17,462
| +3% | +$1.12M | 0.07% | 317 |
|
|
2017
Q2 | $36.9M | Sell |
575,657
-2,643
| -0.5% | -$168K | 0.07% | 312 |
|
|
2017
Q1 | $36.5M | Sell |
578,300
-5,291
| -0.9% | -$323K | 0.07% | 316 |
|
|
2016
Q4 | $33.8M | Sell |
583,591
-15,046
| -3% | -$843K | 0.07% | 317 |
|
|
2016
Q3 | $30.8M | Buy |
598,637
+3,970
| +0.7% | +$186K | 0.06% | 345 |
|
|
2016
Q2 | $24.4M | Buy |
594,667
+6,370
| +1% | +$269K | 0.05% | 393 |
|
|
2016
Q1 | $23.2M | Buy |
588,297
+3,103
| +0.5% | +$119K | 0.05% | 402 |
|
|
2015
Q4 | $26.3M | Buy |
585,194
+7,033
| +1% | +$343K | 0.06% | 357 |
|
|
2015
Q3 | $27.4M | Buy |
578,161
+11,438
| +2% | +$593K | 0.07% | 336 |
|
|
2015
Q2 | $29.1M | Buy |
566,723
+11,816
| +2% | +$613K | 0.07% | 340 |
|
|
2015
Q1 | $28.5M | Buy |
554,907
+10,887
| +2% | +$547K | 0.07% | 341 |
|
|
2014
Q4 | $28.3M | Sell |
544,020
-113,118
| -17% | -$5.86M | 0.07% | 346 |
|
|
2014
Q3 | $34.5M | Buy |
657,138
+89,385
| +16% | +$4.68M | 0.08% | 280 |
|
|
2014
Q2 | $28.7M | Sell |
567,753
-30,061
| -5% | -$1.42M | 0.07% | 344 |
|
|
2014
Q1 | $27.5M | Sell |
597,814
-1,720
| -0.3% | -$78.7K | 0.07% | 345 |
|
|
2013
Q4 | $29.6M | Sell |
599,534
-12,065
| -2% | -$573K | 0.07% | 318 |
|
|
2013
Q3 | $26.2M | Buy |
611,599
+5,530
| +0.9% | +$231K | 0.07% | 335 |
|
|
2013
Q2 | $22.7M | Buy |
+606,069
| New | +$22.2M | 0.06% | 355 |
|
Other funds holding PFG
NLI
VCM
VPM
