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New Age Alpha Advisors’s Principal Financial Group PFG Stock Holding History

New Age Alpha Advisors’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
-302
Closed -$25K – 879
2025
Q3 		$25K Hold
302
– – ﹤0.01% 780
2025
Q2 		$24K Hold
302
– – ﹤0.01% 802
2025
Q1 		$25.5K Buy
302
+18
+6% +$1.5K ﹤0.01% 864
2024
Q4 		$22K Buy
284
+92
+48% +$7.75K ﹤0.01% 849
2024
Q3 		$16.5K Buy
+192
New +$15.5K 0.01% 129

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

New Age Alpha Advisors's PFG Position: Q4 2025 in Review

New Age Alpha Advisors sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 302 shares — an estimated $25K sold.

New Age Alpha Advisors first reported a position in PFG in Q3 2024 and held it in 5 quarters. The position peaked at $25.5K in Q1 2025. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • New Age Alpha Advisors reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 302 Principal Financial Group shares in Q4 2025, an estimated $25K.
  • New Age Alpha Advisors first reported a position in Principal Financial Group in Q3 2024 and held it in 5 quarters.
  • New Age Alpha Advisors's Principal Financial Group position peaked at $25.5K in Q1 2025.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.