Public Sector Pension Investment Board (PSP Investments)’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 | $3.37M | Sell |
42,459
-13,930
| -25% | -$1.11M | 0.01% | 848 |
|
|
2025
Q1 | $4.76M | Buy |
56,389
+1,835
| +3% | +$155K | 0.02% | 734 |
|
|
2024
Q4 | $4.22M | Buy |
54,554
+17,413
| +47% | +$1.35M | 0.02% | 724 |
|
|
2024
Q3 | $3.19M | Buy |
37,141
+500
| +1% | +$43K | 0.02% | 687 |
|
|
2024
Q2 | $2.87M | Buy |
36,641
+1,991
| +6% | +$156K | 0.02% | 684 |
|
|
2024
Q1 | $2.99M | Sell |
34,650
-245
| -0.7% | -$21.1K | 0.02% | 598 |
|
|
2023
Q4 | $2.75M | Sell |
34,895
-19,162
| -35% | -$1.51M | 0.02% | 630 |
|
|
2023
Q3 | $3.9M | Buy |
54,057
+2,363
| +5% | +$170K | 0.03% | 416 |
|
|
2023
Q2 | $3.92M | Sell |
51,694
-3,273
| -6% | -$248K | 0.03% | 512 |
|
|
2023
Q1 | $4.09M | Sell |
54,967
-172
| -0.3% | -$12.8K | 0.03% | 506 |
|
|
2022
Q4 | $4.63M | Buy |
55,139
+6,435
| +13% | +$540K | 0.04% | 457 |
|
|
2022
Q3 | $3.51M | Buy |
48,704
+26,100
| +115% | +$1.88M | 0.03% | 521 |
|
|
2022
Q2 | $1.51M | Sell |
22,604
-11,872
| -34% | -$793K | 0.01% | 960 |
|
|
2022
Q1 | $2.53M | Sell |
34,476
-6,660
| -16% | -$489K | 0.02% | 869 |
|
|
2021
Q4 | $2.98M | Sell |
41,136
-970
| -2% | -$70.2K | 0.02% | 862 |
|
|
2021
Q3 | $2.71M | Buy |
42,106
+2,450
| +6% | +$158K | 0.02% | 901 |
|
|
2021
Q2 | $2.51M | Sell |
39,656
-143,320
| -78% | -$9.06M | 0.02% | 953 |
|
|
2021
Q1 | $11M | Buy |
182,976
+63,910
| +54% | +$3.83M | 0.07% | 225 |
|
|
2020
Q4 | $5.91M | Buy |
119,066
+88,240
| +286% | +$4.38M | 0.05% | 381 |
|
|
2020
Q3 | $1.24M | Buy |
30,826
+6,300
| +26% | +$254K | 0.01% | 1090 |
|
|
2020
Q2 | $1.02M | Sell |
24,526
-1,300
| -5% | -$54K | 0.01% | 1092 |
|
|
2020
Q1 | $809K | Sell |
25,826
-38,412
| -60% | -$1.2M | 0.01% | 1011 |
|
|
2019
Q4 | $3.53M | Sell |
64,238
-43,238
| -40% | -$2.38M | 0.02% | 779 |
|
|
2019
Q3 | $6.14M | Buy |
107,476
+73,665
| +218% | +$4.21M | 0.04% | 421 |
|
|
2019
Q2 | $1.96M | Buy |
33,811
+12,200
| +56% | +$707K | 0.02% | 915 |
|
|
2019
Q1 | $1.09M | Buy |
21,611
+8,000
| +59% | +$402K | 0.01% | 1000 |
|
|
2018
Q4 | $601K | Buy |
13,611
+1,200
| +10% | +$53K | 0.01% | 1165 |
|
|
2018
Q3 | $727K | Sell |
12,411
-33,600
| -73% | -$1.97M | 0.01% | 1063 |
|
|
2018
Q2 | $2.44M | Hold |
46,011
| – | – | 0.02% | 363 |
|
|
2018
Q1 | $2.8M | Buy |
46,011
+1,000
| +2% | +$60.9K | 0.02% | 306 |
|
|
2017
Q4 | $3.18M | Buy |
45,011
+14,400
| +47% | +$1.02M | 0.02% | 376 |
|
|
2017
Q3 | $1.97M | Buy |
30,611
+401
| +1% | +$25.8K | 0.01% | 442 |
|
|
2017
Q2 | $1.94M | Sell |
30,210
-30,500
| -50% | -$1.95M | 0.02% | 437 |
|
|
2017
Q1 | $3.83M | Buy |
60,710
+1,900
| +3% | +$120K | 0.03% | 416 |
|
|
2016
Q4 | $3.4M | Sell |
58,810
-500
| -0.8% | -$28.9K | 0.03% | 418 |
|
|
2016
Q3 | $3.06M | Buy |
59,310
+8,300
| +16% | +$428K | 0.03% | 441 |
|
|
2016
Q2 | $2.1M | Buy |
51,010
+7,200
| +16% | +$296K | 0.02% | 484 |
|
|
2016
Q1 | $1.73M | Sell |
43,810
-25,600
| -37% | -$1.01M | 0.02% | 496 |
|
|
2015
Q4 | $3.12M | Sell |
69,410
-2,600
| -4% | -$117K | 0.03% | 424 |
|
|
2015
Q3 | $3.41M | Sell |
72,010
-21,700
| -23% | -$1.03M | 0.03% | 408 |
|
|
2015
Q2 | $4.81M | Sell |
93,710
-900
| -1% | -$46.2K | 0.03% | 410 |
|
|
2015
Q1 | $4.86M | Buy |
94,610
+2,632
| +3% | +$135K | 0.04% | 437 |
|
|
2014
Q4 | $4.78M | Sell |
91,978
-8,800
| -9% | -$457K | 0.03% | 434 |
|
|
2014
Q3 | $5.29M | Sell |
100,778
-2,100
| -2% | -$110K | 0.03% | 390 |
|
|
2014
Q2 | $5.19M | Buy |
102,878
+2,306
| +2% | +$116K | 0.03% | 455 |
|
|
2014
Q1 | $4.63M | Sell |
100,572
-1,400
| -1% | -$64.4K | 0.03% | 464 |
|
|
2013
Q4 | $5.03M | Buy |
101,972
+10,700
| +12% | +$528K | 0.03% | 463 |
|
|
2013
Q3 | $3.91M | Sell |
91,272
-3,000
| -3% | -$128K | 0.02% | 514 |
|
|
2013
Q2 | $3.53M | Buy |
+94,272
| New | +$3.53M | 0.03% | 475 |
|