Simplex Trading
PFG icon

Simplex Trading’s Principal Financial Group PFG Stock Holding History

Simplex Trading’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
-1,255
Closed -$104K – 9706
2025
Q3 		$104K Buy
+1,255
New +$100K ﹤0.01% 5700
2024
Q2 		– Sell
-4,477
Closed -$364K – 9569
2024
Q1 		$386K Buy
+4,477
New +$359K ﹤0.01% 4106
2022
Q3 		– Sell
-2,353
Closed -$169K – 10648
2022
Q2 		$157K Buy
+2,353
New +$166K ﹤0.01% 4932
2021
Q4 		– Sell
-7,673
Closed -$535K – 11192
2021
Q3 		$487K Buy
7,673
+231
+3% +$14.8K ﹤0.01% 4147
2021
Q2 		$470K Sell
7,442
-975
-12% -$62.3K ﹤0.01% 4261
2021
Q1 		$504K Buy
+8,417
New +$469K ﹤0.01% 3367
2020
Q2 		– Sell
-2,199
Closed -$80.2K – 8164
2020
Q1 		$68K Buy
+2,199
New +$104K ﹤0.01% 4803
2019
Q4 		– Sell
-3,343
Closed -$183K – 7816
2019
Q3 		$191K Sell
3,343
-5,042
-60% -$284K ﹤0.01% 3601
2019
Q2 		$485K Buy
8,385
+7,938
+1,776% +$437K ﹤0.01% 2587
2019
Q1 		$22K Buy
+447
New +$22.2K ﹤0.01% 5654
2018
Q4 		– Sell
-600
Closed -$29.5K – 7609
2018
Q3 		$35K Sell
600
-552
-48% -$30.8K ﹤0.01% 5510
2018
Q2 		$60K Sell
1,152
-1,069
-48% -$62.1K ﹤0.01% 4854
2018
Q1 		$135K Buy
+2,221
New +$146K 0.01% 1552
2015
Q3 		– Sell
-97
Closed -$4K – 6025
2015
Q2 		$4K Buy
+97
New +$5.03K ﹤0.01% 3849

Other funds holding PFG

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
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

Simplex Trading's PFG Position: Q4 2025 in Review

Simplex Trading sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 1,255 shares — an estimated $104K sold.

Simplex Trading first reported a position in PFG in Q2 2015 and held it in 14 quarters. The position peaked at $504K in Q1 2021. 892 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Simplex Trading reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 1,255 Principal Financial Group shares in Q4 2025, an estimated $104K.
  • Simplex Trading first reported a position in Principal Financial Group in Q2 2015 and held it in 14 quarters.
  • Simplex Trading's Principal Financial Group position peaked at $504K in Q1 2021.
  • 892 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.