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

Resona 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
2026 Q1	$6.25M	Sell	69,601 -281	-0.4%	-$25.7K	0.03%	427
2025 Q4	$6.17M	Sell	69,882 -1,418	-2%	-$120K	0.03%	441
2025 Q3	$5.91M	Sell	71,300 -5,369	-7%	-$429K	0.03%	460
2025 Q2	$6.09M	Buy	76,669 +4,236	+6%	+$325K	0.03%	465
2025 Q1	$6.1M	Buy	72,433 +1,933	+3%	+$161K	0.04%	414
2024 Q4	$5.46M	Sell	70,500 -4,264	-6%	-$359K	0.03%	438
2024 Q3	$6.42M	Buy	74,764 +757	+1%	+$61.1K	0.04%	407
2024 Q2	$5.82M	Sell	74,007 -6,293	-8%	-$511K	0.04%	415
2024 Q1	$6.93M	Buy	+80,300	New	+$6.44M	0.04%	383

Other funds holding PFG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return