R Squared’s Principal Financial Group PFG Stock Holding History

R Squared’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	–	Sell	-20	Closed	-$1.55K	–	1156
2024 Q4	$1.55K	Buy	+20	New	+$1.69K	﹤0.01%	1485

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

R Squared's PFG Position: Q1 2025 in Review

R Squared sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 20 shares — an estimated $1.55K sold.

R Squared first reported a position in PFG in Q4 2024 and held it in 1 quarter. The position peaked at $1.55K in Q4 2024. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

R Squared reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
R Squared sold 20 Principal Financial Group shares in Q1 2025, an estimated $1.55K.
R Squared first reported a position in Principal Financial Group in Q4 2024 and held it in 1 quarter.
R Squared's Principal Financial Group position peaked at $1.55K in Q4 2024.
841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.