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Newbridge Financial Services Group’s Principal Financial Group PFG Stock Holding History

Newbridge Financial Services 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
Q1 		– Sell
-418
Closed -$32.4K – 1129
2024
Q4 		$32.4K Hold
418
– – 0.01% 510
2024
Q3 		$35.9K Hold
418
– – 0.01% 299
2024
Q2 		$32.8K Hold
418
– – 0.01% 477
2024
Q1 		$36.1K Hold
418
– – 0.02% 466
2023
Q4 		$32.9K Buy
+418
New +$30.3K 0.02% 491

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Newbridge Financial Services Group's PFG Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 418 shares — an estimated $32.4K sold.

Newbridge Financial Services Group first reported a position in PFG in Q4 2023 and held it in 5 quarters. The position peaked at $36.1K in Q1 2024. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 418 Principal Financial Group shares in Q1 2025, an estimated $32.4K.
  • Newbridge Financial Services Group first reported a position in Principal Financial Group in Q4 2023 and held it in 5 quarters.
  • Newbridge Financial Services Group's Principal Financial Group position peaked at $36.1K in Q1 2024.
  • 841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.