QCM
PFG icon

QRG Capital Management’s Principal Financial Group PFG Stock Holding History

QRG Capital Management’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
2026
Q2 		$620K Buy
5,756
+641
+13% +$65.1K 0.01% 790
2026
Q1 		$461K Buy
5,115
+662
+15% +$60.5K ﹤0.01% 813
2025
Q4 		$393K Sell
4,453
-115
-3% -$9.71K ﹤0.01% 838
2025
Q3 		$379K Sell
4,568
-5,020
-52% -$401K ﹤0.01% 812
2025
Q2 		$762K Sell
9,588
-2,477
-21% -$190K 0.01% 680
2025
Q1 		$1.02M Sell
12,065
-5,689
-32% -$473K 0.01% 574
2024
Q4 		$1.37M Sell
17,754
-1,898
-10% -$160K 0.01% 527
2024
Q3 		$1.69M Sell
19,652
-1,339
-6% -$108K 0.02% 472
2024
Q2 		$1.65M Sell
20,991
-3,365
-14% -$273K 0.02% 457
2024
Q1 		$2.1M Sell
24,356
-80,525
-77% -$6.46M 0.03% 408
2023
Q4 		$8.25M Sell
104,881
-210,446
-67% -$15.2M 0.12% 179
2023
Q3 		$22.7M Buy
+315,327
New +$24.5M 0.39% 58

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return