Orion Portfolio Solutions’s Principal Financial Group PFG Stock Holding History

Orion Portfolio Solutions’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	$357K	Buy	4,236 +798	+23%	+$66.4K	﹤0.01%	1552
2024 Q4	$266K	Buy	3,438 +644	+23%	+$54.3K	﹤0.01%	1610
2024 Q3	$240K	Buy	+2,794	New	+$226K	﹤0.01%	1629
2023 Q2	–	Sell	-3,162	Closed	-$235K	–	1668
2023 Q1	$235K	Buy	3,162 +286	+10%	+$24.3K	﹤0.01%	1442
2022 Q4	$241K	Buy	+2,876	New	+$247K	0.01%	721
2020 Q3	–	Sell	-1,900	Closed	-$79K	–	1579
2020 Q2	$79K	Buy	1,900 +107	+6%	+$3.9K	﹤0.01%	595
2020 Q1	$56K	Sell	1,793 -6,778	-79%	-$321K	﹤0.01%	567
2019 Q4	$471K	Buy	+8,571	New	+$469K	0.04%	212

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Orion Portfolio Solutions's PFG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Principal Financial Group (PFG) stake by 23% in Q1 2025, buying an estimated $66.4K and bringing the position to 4,236 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Orion Portfolio Solutions first reported a position in PFG in Q4 2019 and has held it in 8 quarters since. The position peaked at $471K in Q4 2019. 842 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

Orion Portfolio Solutions held 4,236 shares of Principal Financial Group worth $357K as of Q1 2025.
Orion Portfolio Solutions bought 798 Principal Financial Group shares in Q1 2025, an estimated $66.4K.
Principal Financial Group made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1552 holding.
Orion Portfolio Solutions first reported a position in Principal Financial Group in Q4 2019 and has held it in 8 quarters since.
Orion Portfolio Solutions's Principal Financial Group position peaked at $471K in Q4 2019.
842 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.