QIM
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Quantitative Investment Management’s Principal Financial Group PFG Stock Holding History

Quantitative Investment 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
2024
Q4 		– Sell
-4,594
Closed -$394K – 443
2024
Q3 		$394K Buy
+4,594
New +$371K 0.04% 262
2024
Q2 		– Sell
-17,475
Closed -$1.51M – 404
2024
Q1 		$1.51M Buy
+17,475
New +$1.4M 0.09% 144
2023
Q1 		– Sell
-5,428
Closed -$455K – 303
2022
Q4 		$455K Buy
+5,428
New +$466K 0.09% 153
2021
Q1 		– Sell
-17,897
Closed -$887K – 628
2020
Q4 		$887K Buy
17,897
+12,065
+207% +$553K 0.07% 265
2020
Q3 		$234K Buy
+5,832
New +$249K 0.02% 340
2020
Q1 		– Sell
-26,852
Closed -$1.48M – 755
2019
Q4 		$1.48M Buy
+26,852
New +$1.47M 0.04% 380
2019
Q1 		– Sell
-21,000
Closed -$927K – 787
2018
Q4 		$927K Buy
21,000
+12,600
+150% +$620K 0.05% 293
2018
Q3 		$492K Sell
8,400
-1,500
-15% -$83.6K 0.02% 428
2018
Q2 		$524K Buy
+9,900
New +$575K 0.01% 598
2018
Q1 		– Sell
-56,500
Closed -$3.99M – 878
2017
Q4 		$3.99M Buy
+56,500
New +$3.89M 0.06% 364
2015
Q1 		– Sell
-7,700
Closed -$399K – 718
2014
Q4 		$399K Buy
+7,700
New +$399K 0.06% 299
2014
Q3 		– Sell
-7,800
Closed -$393K – 467
2014
Q2 		$393K Buy
+7,800
New +$367K 0.07% 273

Other funds holding PFG

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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Quantitative Investment Management's PFG Position: Q4 2024 in Review

Quantitative Investment Management sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 4,594 shares — an estimated $394K sold.

Quantitative Investment Management first reported a position in PFG in Q2 2014 and held it in 12 quarters. The position peaked at $3.99M in Q4 2017. 786 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Quantitative Investment Management reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Quantitative Investment Management sold 4,594 Principal Financial Group shares in Q4 2024, an estimated $394K.
  • Quantitative Investment Management first reported a position in Principal Financial Group in Q2 2014 and held it in 12 quarters.
  • Quantitative Investment Management's Principal Financial Group position peaked at $3.99M in Q4 2017.
  • 786 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Quantitative Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.