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Reflection Asset Management’s Principal Financial Group PFG Stock Holding History

Reflection Asset 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
2025
Q4 		$19K Buy
+215
New +$18.1K 0.01% 395

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Reflection Asset Management's PFG Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Principal Financial Group (PFG) in Q4 2025: 215 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #395 among its holdings.

893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Reflection Asset Management held 215 shares of Principal Financial Group worth $19K as of Q4 2025.
  • Principal Financial Group was a new Reflection Asset Management position in Q4 2025.
  • Principal Financial Group made up 0.01% of Reflection Asset Management's portfolio in Q4 2025, its #395 holding.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.