P
PFG icon

Pitcairn’s Principal Financial Group PFG Stock Holding History

Pitcairn’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
Q2 		– Sell
-2,713
Closed -$229K – 725
2025
Q1 		$229K Sell
2,713
-15
-0.5% -$1.25K 0.01% 659
2024
Q4 		$211K Sell
2,728
-233
-8% -$19.6K 0.01% 670
2024
Q3 		$254K Sell
2,961
-135
-4% -$10.9K 0.02% 635
2024
Q2 		$243K Buy
3,096
+146
+5% +$11.9K 0.01% 641
2024
Q1 		$255K Buy
2,950
+16
+0.5% +$1.28K 0.02% 629
2023
Q4 		$231K Sell
2,934
-805
-22% -$58.3K 0.02% 611
2023
Q3 		$269K Sell
3,739
-124
-3% -$9.63K 0.02% 533
2023
Q2 		$293K Sell
3,863
-19
-0.5% -$1.37K 0.02% 519
2023
Q1 		$289K Buy
3,882
+892
+30% +$75.7K 0.03% 499
2022
Q4 		$251K Sell
2,990
-59
-2% -$5.06K 0.03% 509
2022
Q3 		$220K Sell
3,049
-37
-1% -$2.66K 0.02% 530
2022
Q2 		$206K Buy
3,086
+47
+2% +$3.31K 0.02% 555
2022
Q1 		$223K Sell
3,039
-63
-2% -$4.56K 0.02% 573
2021
Q4 		$224K Buy
+3,102
New +$216K 0.01% 599
2017
Q4 		– Sell
-4,015
Closed -$258K – 534
2017
Q3 		$258K Sell
4,015
-297
-7% -$19.1K 0.03% 396
2017
Q2 		$276K Buy
4,312
+63
+1% +$4K 0.03% 358
2017
Q1 		$269K Sell
4,249
-12
-0.3% -$732 0.03% 397
2016
Q4 		$247K Buy
+4,261
New +$239K 0.03% 424
2015
Q1 		– Sell
-6,039
Closed -$314K – 501
2014
Q4 		$314K Sell
6,039
-1,976
-25% -$102K 0.03% 358
2014
Q3 		$420K Sell
8,015
-718
-8% -$37.6K 0.05% 291
2014
Q2 		$441K Sell
8,733
-58
-0.7% -$2.73K 0.05% 269
2014
Q1 		$404K Sell
8,791
-1,308
-13% -$59.9K 0.05% 291
2013
Q4 		$498K Buy
10,099
+1,154
+13% +$54.8K 0.06% 254
2013
Q3 		$383K Buy
8,945
+1,602
+22% +$66.8K 0.05% 303
2013
Q2 		$275K Buy
+7,343
New +$269K 0.04% 368

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pitcairn's PFG Position: Q2 2025 in Review

Pitcairn sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 2,713 shares — an estimated $229K sold.

Pitcairn first reported a position in PFG in Q2 2013 and held it in 25 quarters. The position peaked at $498K in Q4 2013. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Pitcairn reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Pitcairn sold 2,713 Principal Financial Group shares in Q2 2025, an estimated $229K.
  • Pitcairn first reported a position in Principal Financial Group in Q2 2013 and held it in 25 quarters.
  • Pitcairn's Principal Financial Group position peaked at $498K in Q4 2013.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Pitcairn's 13F filing for Q2 2025, filed 14 Aug 2025.