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
2022
Q4 		– Sell
-2,100
Closed -$152K – 3165
2022
Q3 		$152K Buy
+2,100
New +$151K ﹤0.01% 2388
2020
Q4 		– Sell
-4,400
Closed -$177K – 3463
2020
Q3 		$177K Sell
4,400
-43,600
-91% -$1.86M ﹤0.01% 2587
2020
Q2 		$1.99M Buy
+48,000
New +$1.75M ﹤0.01% 1469
2017
Q3 		– Sell
-4,600
Closed -$294K – 2923
2017
Q2 		$294K Sell
4,600
-3,400
-43% -$216K ﹤0.01% 1359
2017
Q1 		$505K Buy
8,000
+7,400
+1,233% +$451K ﹤0.01% 1479
2016
Q4 		$35K Sell
600
-1,200
-67% -$67.2K ﹤0.01% 2559
2016
Q3 		$93K Sell
1,800
-44,000
-96% -$2.06M ﹤0.01% 2145
2016
Q2 		$1.88M Buy
45,800
+33,000
+258% +$1.39M ﹤0.01% 949
2016
Q1 		$505K Sell
12,800
-700
-5% -$26.9K ﹤0.01% 1441
2015
Q4 		$607K Buy
13,500
+12,500
+1,250% +$610K ﹤0.01% 1463
2015
Q3 		$48K Sell
1,000
-50,000
-98% -$2.59M ﹤0.01% 2187
2015
Q2 		$2.62M Buy
51,000
+44,300
+661% +$2.3M 0.01% 975
2015
Q1 		$345K Buy
6,700
+3,500
+109% +$176K ﹤0.01% 1759
2014
Q4 		$166K Sell
3,200
-23,800
-88% -$1.23M ﹤0.01% 3033
2014
Q3 		$1.42M Buy
27,000
+24,100
+831% +$1.26M ﹤0.01% 1286
2014
Q2 		$146K Sell
2,900
-1,800
-38% -$84.8K ﹤0.01% 2223
2014
Q1 		$216K Buy
4,700
+2,300
+96% +$105K ﹤0.01% 1420
2013
Q4 		$118K Buy
2,400
+1,900
+380% +$90.2K ﹤0.01% 1746
2013
Q3 		$21K Sell
500
-5,000
-91% -$208K ﹤0.01% 2254
2013
Q2 		$206K Buy
+5,500
New +$201K ﹤0.01% 1024

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.