RAG
PFG icon

RIA Advisory Group’s Principal Financial Group PFG Stock Holding History

RIA Advisory Group’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 		– Sell
-2,988
Closed -$248K – 157
2025
Q3 		$248K Buy
2,988
+7
+0.2% +$560 0.06% 129
2025
Q2 		$237K Buy
2,981
+7
+0.2% +$537 0.07% 114
2025
Q1 		$251K Sell
2,974
-4,632
-61% -$385K 0.08% 117
2024
Q4 		$589K Buy
7,606
+185
+2% +$15.6K 0.2% 64
2024
Q3 		$638K Buy
+7,421
New +$599K 0.23% 57
2024
Q1 		$564K Sell
6,529
-1,073,471
-99% -$86.1M 0.23% 58
2023
Q4 		$1.19K Buy
1,080,000
+1,076,964
+35,473% +$78M ﹤0.01% 122
2023
Q3 		$219K Buy
+3,036
New +$236K 0.1% 105
2023
Q1 		– Sell
-3,042
Closed -$205K – 140
2022
Q4 		$205K Buy
+3,042
New +$261K 0.12% 84

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

RIA Advisory Group's PFG Position: Q4 2025 in Review

RIA Advisory Group sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 2,988 shares — an estimated $248K sold.

RIA Advisory Group first reported a position in PFG in Q4 2022 and held it in 9 quarters. The position peaked at $638K in Q3 2024. 892 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • RIA Advisory Group reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • RIA Advisory Group sold 2,988 Principal Financial Group shares in Q4 2025, an estimated $248K.
  • RIA Advisory Group first reported a position in Principal Financial Group in Q4 2022 and held it in 9 quarters.
  • RIA Advisory Group's Principal Financial Group position peaked at $638K in Q3 2024.
  • 892 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on RIA Advisory Group's 13F filing for Q4 2025, filed 2 Feb 2026.