Pictet Asset Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
161,144
+16,707
| +12% | +$1.33M | 0.01% | 603 |
|
|
2025
Q1 | $12.2M | Sell |
144,437
-838
| -0.6% | -$70.7K | 0.01% | 608 |
|
|
2024
Q4 | $11.2M | Buy |
145,275
+22,699
| +19% | +$1.76M | 0.01% | 628 |
|
|
2024
Q3 | $10.5M | Buy |
122,576
+989
| +0.8% | +$85K | 0.01% | 637 |
|
|
2024
Q2 | $9.54M | Sell |
121,587
-4,458
| -4% | -$350K | 0.01% | 636 |
|
|
2024
Q1 | $10.9M | Sell |
126,045
-7,360
| -6% | -$635K | 0.01% | 629 |
|
|
2023
Q4 | $10.5M | Sell |
133,405
-14,103
| -10% | -$1.11M | 0.01% | 630 |
|
|
2023
Q3 | $10.6M | Buy |
+147,508
| New | +$10.6M | 0.01% | 606 |
|