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Principal Securities’s F&G Annuities & Life FG Stock Holding History

Principal Securities’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19
Closed -$608 – 3769
2025
Q2 		$608 Buy
19
+4
+27% +$133 ﹤0.01% 3445
2025
Q1 		$622 Hold
15
– – ﹤0.01% 3310
2024
Q4 		$622 Buy
15
+1
+7% +$44 ﹤0.01% 3304
2024
Q3 		$626 Hold
14
– – ﹤0.01% 3239
2024
Q2 		$533 Buy
14
+9
+180% +$353 ﹤0.01% 3191
2024
Q1 		$203 Hold
5
– – ﹤0.01% 3239
2023
Q4 		$230 Buy
+5
New +$186 ﹤0.01% 3139

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Principal Securities's FG Position: Q3 2025 in Review

Principal Securities sold out of F&G Annuities & Life (FG) in Q3 2025, closing a stake of 19 shares — an estimated $608 sold.

Principal Securities first reported a position in FG in Q4 2023 and held it in 7 quarters. The position peaked at $626 in Q3 2024. 227 funds tracked by Wall St. Rank hold FG as of Q3 2025.

  • Principal Securities reported no remaining F&G Annuities & Life position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 19 F&G Annuities & Life shares in Q3 2025, an estimated $608.
  • Principal Securities first reported a position in F&G Annuities & Life in Q4 2023 and held it in 7 quarters.
  • Principal Securities's F&G Annuities & Life position peaked at $626 in Q3 2024.
  • 227 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.