MQS Management’s Principal Financial Group PFG Stock Holding History

MQS Management’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 Q4	–	Sell	-5,258	Closed	-$436K	–	587
2025 Q3	$436K	Sell	5,258 -3,013	-36%	-$241K	0.25%	154
2025 Q2	$657K	Buy	+8,271	New	+$635K	0.36%	64
2024 Q3	–	Sell	-3,436	Closed	-$270K	–	595
2024 Q2	$270K	Buy	+3,436	New	+$279K	0.16%	283
2023 Q3	–	Sell	-5,319	Closed	-$403K	–	574
2023 Q2	$403K	Buy	+5,319	New	+$383K	0.27%	131

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MQS Management's PFG Position: Q4 2025 in Review

MQS Management sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 5,258 shares — an estimated $436K sold.

MQS Management first reported a position in PFG in Q2 2023 and held it in 4 quarters. The position peaked at $657K in Q2 2025. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

MQS Management reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
MQS Management sold 5,258 Principal Financial Group shares in Q4 2025, an estimated $436K.
MQS Management first reported a position in Principal Financial Group in Q2 2023 and held it in 4 quarters.
MQS Management's Principal Financial Group position peaked at $657K in Q2 2025.
893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on MQS Management's 13F filing for Q4 2025, filed 9 Feb 2026.