Royal London Asset Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.76M | Hold |
86,084
| – | – | 0.02% | 490 |
|
|
2025
Q4 | $7.59M | Sell |
86,084
-2,363
| -3% | -$199K | 0.02% | 491 |
|
|
2025
Q3 | $7.33M | Sell |
88,447
-2,035
| -2% | -$163K | 0.02% | 490 |
|
|
2025
Q2 | $7.19M | Sell |
90,482
-22,144
| -20% | -$1.7M | 0.02% | 492 |
|
|
2025
Q1 | $9.5M | Buy |
112,626
+9,492
| +9% | +$789K | 0.02% | 448 |
|
|
2024
Q4 | $7.98M | Sell |
103,134
-146
| -0.1% | -$12.3K | 0.02% | 458 |
|
|
2024
Q3 | $8.87M | Hold |
103,280
| – | – | 0.02% | 446 |
|
|
2024
Q2 | $8.1M | Sell |
103,280
-8,784
| -8% | -$713K | 0.02% | 429 |
|
|
2024
Q1 | $9.67M | Sell |
112,064
-58,472
| -34% | -$4.69M | 0.02% | 406 |
|
|
2023
Q4 | $13.4M | Sell |
170,536
-2,458
| -1% | -$178K | 0.04% | 335 |
|
|
2023
Q3 | $12.5M | Buy |
172,994
+17,376
| +11% | +$1.35M | 0.04% | 330 |
|
|
2023
Q2 | $11.8M | Buy |
155,618
+50,177
| +48% | +$3.62M | 0.04% | 325 |
|
|
2023
Q1 | $7.84M | Buy |
105,441
+6,597
| +7% | +$560K | 0.03% | 377 |
|
|
2022
Q4 | $8.29M | Sell |
98,844
-1,261
| -1% | -$108K | 0.04% | 356 |
|
|
2022
Q3 | $7.22M | Sell |
100,105
-6,753
| -6% | -$485K | 0.04% | 356 |
|
|
2022
Q2 | $7.14M | Hold |
106,858
| – | – | 0.03% | 369 |
|
|
2022
Q1 | $7.85M | Buy |
106,858
+1,331
| +1% | +$96.4K | 0.03% | 382 |
|
|
2021
Q4 | $7.63M | Hold |
105,527
| – | – | 0.03% | 395 |
|
|
2021
Q3 | $6.79M | Buy |
105,527
+2,054
| +2% | +$132K | 0.03% | 418 |
|
|
2021
Q2 | $6.54M | Hold |
103,473
| – | – | 0.03% | 440 |
|
|
2021
Q1 | $6.21M | Buy |
103,473
+4,346
| +4% | +$242K | 0.03% | 429 |
|
|
2020
Q4 | $4.92M | Sell |
99,127
-2,624
| -3% | -$120K | 0.03% | 456 |
|
|
2020
Q3 | $4.08M | Sell |
101,751
-728
| -0.7% | -$31K | 0.02% | 448 |
|
|
2020
Q2 | $4.13M | Sell |
102,479
-6,042
| -6% | -$220K | 0.03% | 426 |
|
|
2020
Q1 | $3.6M | Hold |
108,521
| – | – | 0.03% | 433 |
|
|
2019
Q4 | $5.93M | Hold |
108,521
| – | – | 0.04% | 373 |
|
|
2019
Q3 | $6.2M | Sell |
108,521
-3,464
| -3% | -$195K | 0.05% | 357 |
|
|
2019
Q2 | $6.48M | Hold |
111,985
| – | – | 0.06% | 297 |
|
|
2019
Q1 | $5.62M | Sell |
111,985
-4,452
| -4% | -$221K | 0.04% | 389 |
|
|
2018
Q4 | $5.07M | Buy |
116,437
+8,196
| +8% | +$403K | 0.04% | 399 |
|
|
2018
Q3 | $6.34M | Sell |
108,241
-4,367
| -4% | -$243K | 0.06% | 289 |
|
|
2018
Q2 | $5.96M | Buy |
+112,608
| New | +$6.54M | 0.06% | 333 |
|
|
2016
Q2 | $4.11M | Sell |
99,988
-2,748,296
| -96% | -$116M | 0.07% | 309 |
|
|
2016
Q1 | $72K | Buy |
2,848,284
+2,742,206
| +2,585% | +$106M | 0.1% | 221 |
|
|
2015
Q4 | $4.82M | Buy |
106,078
+2,478
| +2% | +$121K | 0.07% | 277 |
|
|
2015
Q3 | $4.9M | Buy |
+103,600
| New | +$5.37M | 0.08% | 269 |
|
|
2014
Q4 | $48.7K | Buy |
92,092
+19,431
| +27% | +$1.01M | 0.09% | 242 |
|
|
2014
Q3 | $3.85M | Buy |
72,661
+4,124
| +6% | +$216K | 0.1% | 230 |
|
|
2014
Q2 | $3.44M | Sell |
68,537
-298
| -0.4% | -$14K | 0.08% | 271 |
|
|
2014
Q1 | $3.29M | Sell |
68,835
-285
| -0.4% | -$13K | 0.08% | 281 |
|
|
2013
Q4 | $3.43M | Buy |
69,120
+684
| +1% | +$32.5K | 0.09% | 265 |
|
|
2013
Q3 | $3.2M | Buy |
68,436
+445
| +0.7% | +$18.6K | 0.09% | 268 |
|
|
2013
Q2 | $2.58M | Buy |
+67,991
| New | +$2.49M | 0.08% | 299 |
|
Other funds holding PFG
NLI
VCM
VPM
