NewSquare Capital’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,850
| Closed | -$21.7K | – | 927 |
|
|
2025
Q2 | $21.7K | Sell |
1,850
-215
| -10% | -$16.5K | ﹤0.01% | 461 |
|
|
2025
Q1 | $41.1K | Sell |
2,065
-104,075
| -98% | -$8.66M | ﹤0.01% | 256 |
|
|
2024
Q4 | $8.09M | Sell |
106,140
-78
| -0.1% | -$6.57K | 0.65% | 42 |
|
|
2024
Q3 | $8.99M | Sell |
106,218
-1,379
| -1% | -$111K | 0.72% | 39 |
|
|
2024
Q2 | $8.32M | Buy |
107,597
+5,052
| +5% | +$410K | 0.72% | 34 |
|
|
2024
Q1 | $8.71M | Sell |
102,545
-632
| -0.6% | -$50.7K | 0.77% | 33 |
|
|
2023
Q4 | $7.99M | Buy |
103,177
+1,850
| +2% | +$134K | 0.76% | 37 |
|
|
2023
Q3 | $7.19M | Buy |
101,327
+2,989
| +3% | +$232K | 0.76% | 36 |
|
|
2023
Q2 | $7.46M | Buy |
98,338
+6,534
| +7% | +$471K | 0.78% | 35 |
|
|
2023
Q1 | $6.82M | Buy |
91,804
+9,044
| +11% | +$767K | 0.81% | 31 |
|
|
2022
Q4 | $6.95M | Buy |
82,760
+5,335
| +7% | +$458K | 0.87% | 32 |
|
|
2022
Q3 | $5.59M | Buy |
77,425
+3,926
| +5% | +$282K | 0.7% | 39 |
|
|
2022
Q2 | $4.91M | Buy |
73,499
+6,685
| +10% | +$470K | 0.63% | 52 |
|
|
2022
Q1 | $4.91M | Buy |
66,814
+8,183
| +14% | +$592K | 0.52% | 47 |
|
|
2021
Q4 | $4.24M | Buy |
58,631
+5,837
| +11% | +$407K | 0.45% | 58 |
|
|
2021
Q3 | $3.4M | Buy |
52,794
+1,414
| +3% | +$90.8K | 0.4% | 67 |
|
|
2021
Q2 | $3.25M | Buy |
51,380
+2,912
| +6% | +$186K | 0.38% | 71 |
|
|
2021
Q1 | $2.91M | Buy |
48,468
+876
| +2% | +$48.8K | 0.38% | 75 |
|
|
2020
Q4 | $2.36M | Buy |
47,592
+630
| +1% | +$28.9K | 0.33% | 89 |
|
|
2020
Q3 | $1.89M | Buy |
46,962
+2,469
| +6% | +$105K | 0.3% | 89 |
|
|
2020
Q2 | $1.85M | Buy |
44,493
+1,811
| +4% | +$66.1K | 0.32% | 75 |
|
|
2020
Q1 | $1.34M | Buy |
42,682
+2,389
| +6% | +$113K | 0.25% | 75 |
|
|
2019
Q4 | $2.22M | Buy |
40,293
+3,010
| +8% | +$165K | 0.37% | 54 |
|
|
2019
Q3 | $2.13M | Buy |
37,283
+1,975
| +6% | +$111K | 0.39% | 50 |
|
|
2019
Q2 | $2.04M | Buy |
35,308
+3,660
| +12% | +$202K | 0.37% | 45 |
|
|
2019
Q1 | $1.59M | Buy |
31,648
+6,711
| +27% | +$333K | 0.3% | 65 |
|
|
2018
Q4 | $1.1M | Sell |
24,937
-4,451
| -15% | -$219K | 0.23% | 76 |
|
|
2018
Q3 | $1.72M | Buy |
29,388
+2,661
| +10% | +$148K | 0.33% | 58 |
|
|
2018
Q2 | $1.44M | Buy |
26,727
+4,654
| +21% | +$270K | 0.29% | 61 |
|
|
2018
Q1 | $1.34M | Buy |
22,073
+1,211
| +6% | +$79.7K | 0.29% | 56 |
|
|
2017
Q4 | $1.47M | Buy |
20,862
+237
| +1% | +$16.3K | 0.34% | 45 |
|
|
2017
Q3 | $1.33M | Sell |
20,625
-526
| -2% | -$33.8K | 0.32% | 47 |
|
|
2017
Q2 | $1.35M | Buy |
21,151
+178
| +0.8% | +$11.3K | 0.33% | 44 |
|
|
2017
Q1 | $1.32M | Buy |
20,973
+2,555
| +14% | +$156K | 0.32% | 42 |
|
|
2016
Q4 | $1.07M | Sell |
18,418
-27
| -0.1% | -$1.51K | 0.27% | 58 |
|
|
2016
Q3 | $950K | Buy |
18,445
+863
| +5% | +$40.4K | 0.22% | 64 |
|
|
2016
Q2 | $723K | Buy |
17,582
+2,883
| +20% | +$122K | 0.17% | 77 |
|
|
2016
Q1 | $580K | Buy |
+14,699
| New | +$566K | 0.17% | 94 |
|
Other funds holding PFG
NLI
NewSquare Capital's PFG Position: Q3 2025 in Review
NewSquare Capital sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 1,850 shares — an estimated $21.7K sold.
NewSquare Capital first reported a position in PFG in Q1 2016 and held it in 38 quarters. The position peaked at $8.99M in Q3 2024. 830 funds tracked by Wall St. Rank hold PFG as of Q3 2025.
- NewSquare Capital reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
- NewSquare Capital sold 1,850 Principal Financial Group shares in Q3 2025, an estimated $21.7K.
- NewSquare Capital first reported a position in Principal Financial Group in Q1 2016 and held it in 38 quarters.
- NewSquare Capital's Principal Financial Group position peaked at $8.99M in Q3 2024.
- 830 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.
Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.