NMG
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New Millennium Group’s Principal Financial Group PFG Stock Holding History

New Millennium Group’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 		$6K Hold
68
– – ﹤0.01% 238
2025
Q3 		$5.64K Hold
68
– – ﹤0.01% 257
2025
Q2 		$5.4K Sell
68
-136
-67% -$10.4K ﹤0.01% 250
2025
Q1 		$17.2K Sell
204
-5
-2% -$416 0.01% 157
2024
Q4 		$16.2K Buy
209
+73
+54% +$6.15K 0.01% 175
2024
Q3 		$11.7K Hold
136
– – 0.01% 167
2024
Q2 		$10.7K Buy
+136
New +$11K 0.01% 184
2023
Q1 		– Sell
-10
Closed -$839 – 468
2022
Q4 		$839 Sell
10
-127
-93% -$10.9K ﹤0.01% 395
2022
Q3 		$10K Hold
137
– – 0.01% 193
2022
Q2 		$9K Buy
+137
New +$9.64K 0.01% 198

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 Millennium Group's PFG Position: Q4 2025 in Review

New Millennium Group held its Principal Financial Group (PFG) position steady in Q4 2025 at 68 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

New Millennium Group first reported a position in PFG in Q2 2022 and has held it in 10 quarters since. The position peaked at $17.2K in Q1 2025. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • New Millennium Group held 68 shares of Principal Financial Group worth $6K as of Q4 2025.
  • New Millennium Group left its Principal Financial Group share count unchanged in Q4 2025.
  • Principal Financial Group made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #238 holding.
  • New Millennium Group first reported a position in Principal Financial Group in Q2 2022 and has held it in 10 quarters since.
  • New Millennium Group's Principal Financial Group position peaked at $17.2K in Q1 2025.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.