Proquility Private Wealth Partners’s Principal Financial Group PFG Stock Holding History

Proquility Private Wealth Partners’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 Q1	$2.14M	Buy	25,356 +19,405	+326%	+$1.61M	0.66%	50
2024 Q4	$461K	Sell	5,951 -6,326	-52%	-$533K	0.15%	80
2024 Q3	$1.05M	Buy	12,277 +730	+6%	+$59K	0.34%	72
2024 Q2	$906K	Buy	11,547 +161	+1%	+$13.1K	0.31%	74
2024 Q1	$983K	Buy	11,386 +5,809	+104%	+$466K	0.34%	69
2023 Q4	$439K	Sell	5,577 -4,145	-43%	-$300K	0.17%	83
2023 Q3	$701K	Sell	9,722 -309	-3%	-$24K	0.29%	80
2023 Q2	$761K	Buy	10,031 +640	+7%	+$46.1K	0.3%	77
2023 Q1	$698K	Buy	+9,391	New	+$797K	0.28%	85

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Proquility Private Wealth Partners's PFG Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its Principal Financial Group (PFG) stake by 326% in Q1 2025, buying an estimated $1.61M and bringing the position to 25,356 shares worth $2.14M. The position accounts for 0.66% of the portfolio, ranked #50.

Proquility Private Wealth Partners first reported a position in PFG in Q1 2023 and has held it in 9 quarters since. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

Proquility Private Wealth Partners held 25,356 shares of Principal Financial Group worth $2.14M as of Q1 2025.
Proquility Private Wealth Partners bought 19,405 Principal Financial Group shares in Q1 2025, an estimated $1.61M.
Principal Financial Group made up 0.66% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #50 holding.
Proquility Private Wealth Partners first reported a position in Principal Financial Group in Q1 2023 and has held it in 9 quarters since.
841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.