NRD
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Nebula Research & Development’s Principal Financial Group PFG Stock Holding History

Nebula Research & Development’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
-15,414
Closed -$1.22M – 643
2025
Q2 		$1.22M Sell
15,414
-7,329
-32% -$563K 0.1% 331
2025
Q1 		$1.92M Buy
+22,743
New +$1.89M 0.18% 176
2024
Q3 		– Sell
-22,502
Closed -$1.77M – 1117
2024
Q2 		$1.77M Buy
+22,502
New +$1.83M 0.29% 82

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nebula Research & Development's PFG Position: Q3 2025 in Review

Nebula Research & Development sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 15,414 shares — an estimated $1.22M sold.

Nebula Research & Development first reported a position in PFG in Q2 2024 and held it in 3 quarters. The position peaked at $1.92M in Q1 2025. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • Nebula Research & Development reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 15,414 Principal Financial Group shares in Q3 2025, an estimated $1.22M.
  • Nebula Research & Development first reported a position in Principal Financial Group in Q2 2024 and held it in 3 quarters.
  • Nebula Research & Development's Principal Financial Group position peaked at $1.92M in Q1 2025.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.