Morgan Stanley’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 | $271M | Sell |
3,006,287
-73,570
| -2% | -$6.73M | 0.02% | 796 |
|
|
2025
Q4 | $272M | Buy |
3,079,857
+55,669
| +2% | +$4.7M | 0.02% | 779 |
|
|
2025
Q3 | $251M | Sell |
3,024,188
-148,648
| -5% | -$11.9M | 0.02% | 803 |
|
|
2025
Q2 | $252M | Buy |
3,172,836
+203,015
| +7% | +$15.6M | 0.02% | 749 |
|
|
2025
Q1 | $251M | Buy |
2,969,821
+58,225
| +2% | +$4.84M | 0.02% | 732 |
|
|
2024
Q4 | $225M | Buy |
2,911,596
+8,310
| +0.3% | +$700K | 0.02% | 777 |
|
|
2024
Q3 | $249M | Buy |
2,903,286
+35,601
| +1% | +$2.88M | 0.02% | 715 |
|
|
2024
Q2 | $225M | Buy |
2,867,685
+162,944
| +6% | +$13.2M | 0.02% | 742 |
|
|
2024
Q1 | $233M | Sell |
2,704,741
-4,124,711
| -60% | -$331M | 0.02% | 722 |
|
|
2023
Q4 | $537M | Buy |
6,829,452
+4,215,572
| +161% | +$305M | 0.02% | 646 |
|
|
2023
Q3 | $188M | Sell |
2,613,880
-48,641
| -2% | -$3.78M | 0.02% | 722 |
|
|
2023
Q2 | $202M | Sell |
2,662,521
-231,343
| -8% | -$16.7M | 0.02% | 712 |
|
|
2023
Q1 | $215M | Sell |
2,893,864
-1,620,260
| -36% | -$137M | 0.02% | 666 |
|
|
2022
Q4 | $379M | Buy |
4,514,124
+1,816,343
| +67% | +$156M | 0.04% | 431 |
|
|
2022
Q3 | $195M | Sell |
2,697,781
-303,693
| -10% | -$21.8M | 0.03% | 579 |
|
|
2022
Q2 | $200M | Sell |
3,001,474
-922,875
| -24% | -$64.9M | 0.03% | 585 |
|
|
2022
Q1 | $288M | Buy |
3,924,349
+2,952,851
| +304% | +$214M | 0.04% | 416 |
|
|
2021
Q4 | $70.3M | Sell |
971,498
-51,140
| -5% | -$3.57M | 0.01% | 1124 |
|
|
2021
Q3 | $65.9M | Buy |
1,022,638
+80,122
| +9% | +$5.14M | 0.01% | 1110 |
|
|
2021
Q2 | $59.6M | Sell |
942,516
-30,650
| -3% | -$1.96M | 0.01% | 1188 |
|
|
2021
Q1 | $58.4M | Sell |
973,166
-118,559
| -11% | -$6.61M | 0.01% | 1063 |
|
|
2020
Q4 | $54.2M | Sell |
1,091,725
-330,808
| -23% | -$15.2M | 0.01% | 1044 |
|
|
2020
Q3 | $57.3M | Buy |
1,422,533
+328,564
| +30% | +$14M | 0.01% | 840 |
|
|
2020
Q2 | $45.4M | Buy |
1,093,969
+525,469
| +92% | +$19.2M | 0.01% | 882 |
|
|
2020
Q1 | $17.8M | Sell |
568,500
-312,240
| -35% | -$14.8M | ﹤0.01% | 1353 |
|
|
2019
Q4 | $48.4M | Buy |
880,740
+300,744
| +52% | +$16.5M | 0.01% | 952 |
|
|
2019
Q3 | $33.1M | Sell |
579,996
-29,159
| -5% | -$1.64M | 0.01% | 1113 |
|
|
2019
Q2 | $35.3M | Sell |
609,155
-63,047
| -9% | -$3.47M | 0.01% | 1056 |
|
|
2019
Q1 | $33.7M | Sell |
672,202
-45,550
| -6% | -$2.26M | 0.01% | 1067 |
|
|
2018
Q4 | $31.7M | Sell |
717,752
-159,488
| -18% | -$7.85M | 0.01% | 1091 |
|
|
2018
Q3 | $51.4M | Sell |
877,240
-376,495
| -30% | -$21M | 0.01% | 945 |
|
|
2018
Q2 | $66.4M | Buy |
1,253,735
+366,362
| +41% | +$21.3M | 0.02% | 762 |
|
|
2018
Q1 | $54.1M | Sell |
887,373
-366,664
| -29% | -$24.1M | 0.02% | 873 |
|
|
2017
Q4 | $88.5M | Sell |
1,254,037
-300,910
| -19% | -$20.7M | 0.02% | 646 |
|
|
2017
Q3 | $100M | Buy |
1,554,947
+477,388
| +44% | +$30.7M | 0.03% | 555 |
|
|
2017
Q2 | $69M | Buy |
1,077,559
+301,700
| +39% | +$19.1M | 0.02% | 742 |
|
|
2017
Q1 | $49M | Sell |
775,859
-128,978
| -14% | -$7.87M | 0.02% | 920 |
|
|
2016
Q4 | $52.4M | Buy |
904,837
+615,637
| +213% | +$34.5M | 0.02% | 842 |
|
|
2016
Q3 | $14.9M | Buy |
289,200
+37,139
| +15% | +$1.74M | 0.01% | 1681 |
|
|
2016
Q2 | $10.4M | Sell |
252,061
-480,026
| -66% | -$20.3M | ﹤0.01% | 1954 |
|
|
2016
Q1 | $28.9M | Buy |
732,087
+275,148
| +60% | +$10.6M | 0.01% | 1084 |
|
|
2015
Q4 | $20.6M | Buy |
456,939
+142,625
| +45% | +$6.96M | 0.01% | 1378 |
|
|
2015
Q3 | $14.9M | Sell |
314,314
-439,494
| -58% | -$22.8M | 0.01% | 1629 |
|
|
2015
Q2 | $38.7M | Buy |
753,808
+467,901
| +164% | +$24.3M | 0.01% | 1013 |
|
|
2015
Q1 | $14.7M | Sell |
285,907
-238,605
| -45% | -$12M | 0.01% | 1707 |
|
|
2014
Q4 | $27.2M | Buy |
524,512
+311,198
| +146% | +$16.1M | 0.01% | 1226 |
|
|
2014
Q3 | $11.2M | Sell |
213,314
-41,237
| -16% | -$2.16M | ﹤0.01% | 1925 |
|
|
2014
Q2 | $12.8M | Sell |
254,551
-169,214
| -40% | -$7.97M | 0.01% | 1798 |
|
|
2014
Q1 | $19.5M | Sell |
423,765
-266,174
| -39% | -$12.2M | 0.01% | 1393 |
|
|
2013
Q4 | $34M | Sell |
689,939
-430,044
| -38% | -$20.4M | 0.01% | 960 |
|
|
2013
Q3 | $48M | Sell |
1,119,983
-240,940
| -18% | -$10M | 0.02% | 709 |
|
|
2013
Q2 | $51M | Buy |
+1,360,923
| New | +$49.8M | 0.03% | 642 |
|
Other funds holding PFG
NLI
VCM
VPM
