Parallax Volatility Advisers
PFG icon

Parallax Volatility Advisers’s Principal Financial Group PFG Stock Holding History

Parallax Volatility Advisers’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
2024
Q4 		– Sell
-8,616
Closed -$740K – 2257
2024
Q3 		$740K Buy
+8,616
New +$696K ﹤0.01% 1430
2022
Q1 		– Sell
-2,217
Closed -$160K – 3266
2021
Q4 		$160K Buy
2,217
+500
+29% +$34.9K ﹤0.01% 2518
2021
Q3 		$111K Buy
+1,717
New +$110K ﹤0.01% 2603
2021
Q2 		– Sell
-5,424
Closed -$325K – 3428
2021
Q1 		$325K Buy
+5,424
New +$302K ﹤0.01% 2518
2020
Q3 		– Sell
-2,208
Closed -$94.1K – 3131
2020
Q2 		$92K Buy
+2,208
New +$80.6K ﹤0.01% 2405
2019
Q2 		– Sell
-54
Closed -$3K – 3400
2019
Q1 		$3K Buy
+54
New +$2.68K ﹤0.01% 2616
2018
Q3 		– Sell
-8
Closed – – 3294
2018
Q2 		$0 Sell
8
-858
-99% -$49.9K ﹤0.01% 2960
2018
Q1 		$53K Sell
866
-6,330
-88% -$417K ﹤0.01% 1529
2017
Q4 		$508K Buy
7,196
+7,061
+5,230% +$486K ﹤0.01% 1522
2017
Q3 		$9K Buy
+135
New +$8.68K ﹤0.01% 1751
2016
Q4 		– Sell
-1,642
Closed -$92K – 3827
2016
Q3 		$85K Buy
+1,642
New +$76.8K ﹤0.01% 2196
2016
Q1 		– Sell
-2,531
Closed -$97.4K – 3341
2015
Q4 		$114K Buy
+2,531
New +$124K ﹤0.01% 2083
2015
Q3 		– Sell
-338
Closed -$17.5K – 3770
2015
Q2 		$17K Buy
+338
New +$17.5K ﹤0.01% 2990
2015
Q1 		– Sell
-11,250
Closed -$565K – 5192
2014
Q4 		$584K Buy
+11,250
New +$583K ﹤0.01% 1919
2013
Q4 		– Sell
-2,215
Closed -$105K – 3528
2013
Q3 		$95K Buy
+2,215
New +$92.4K ﹤0.01% 1467

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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Parallax Volatility Advisers's PFG Position: Q4 2024 in Review

Parallax Volatility Advisers sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 8,616 shares — an estimated $740K sold.

Parallax Volatility Advisers first reported a position in PFG in Q3 2013 and held it in 15 quarters. The position peaked at $740K in Q3 2024. 786 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Parallax Volatility Advisers reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Parallax Volatility Advisers sold 8,616 Principal Financial Group shares in Q4 2024, an estimated $740K.
  • Parallax Volatility Advisers first reported a position in Principal Financial Group in Q3 2013 and held it in 15 quarters.
  • Parallax Volatility Advisers's Principal Financial Group position peaked at $740K in Q3 2024.
  • 786 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Parallax Volatility Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.