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
2026
Q1 		$982K Buy
+10,900
New +$996K ﹤0.01% 2519
2025
Q4 		– Sell
-1,200
Closed -$99K – 9705
2025
Q3 		$99K Sell
1,200
-800
-40% -$63.9K ﹤0.01% 5759
2025
Q2 		$158K Sell
2,000
-1,200
-38% -$92.1K ﹤0.01% 4757
2025
Q1 		$269K Hold
3,200
– – ﹤0.01% 4025
2024
Q4 		$247K Sell
3,200
-2,800
-47% -$236K ﹤0.01% 4287
2024
Q3 		$515K Sell
6,000
-4,500
-43% -$363K ﹤0.01% 3559
2024
Q2 		$823K Buy
10,500
+4,900
+88% +$398K ﹤0.01% 3121
2024
Q1 		$483K Buy
5,600
+1,400
+33% +$112K ﹤0.01% 3900
2023
Q4 		$330K Sell
4,200
-15,600
-79% -$1.13M ﹤0.01% 4113
2023
Q3 		$1.43M Buy
19,800
+17,100
+633% +$1.33M ﹤0.01% 2358
2023
Q2 		$204K Sell
2,700
-3,300
-55% -$238K ﹤0.01% 4274
2023
Q1 		$445K Sell
6,000
-2,600
-30% -$221K ﹤0.01% 3402
2022
Q4 		$721K Buy
8,600
+1,100
+15% +$94.4K ﹤0.01% 2799
2022
Q3 		$541K Buy
7,500
+2,200
+42% +$158K ﹤0.01% 3380
2022
Q2 		$353K Sell
5,300
-18,300
-78% -$1.29M ﹤0.01% 3887
2022
Q1 		$1.73M Buy
23,600
+15,500
+191% +$1.12M ﹤0.01% 2255
2021
Q4 		$585K Buy
8,100
+5,800
+252% +$405K ﹤0.01% 3593
2021
Q3 		$146K Buy
2,300
+1,200
+109% +$77K ﹤0.01% 6076
2021
Q2 		$69K Buy
1,100
+780
+244% +$49.9K ﹤0.01% 7228
2021
Q1 		$1.92M Buy
320
+180
+129% +$10K ﹤0.01% 1644
2020
Q4 		$694K Sell
140
-173
-55% -$7.92K ﹤0.01% 3018
2020
Q3 		$1.26M Buy
313
+4
+1% +$170 ﹤0.01% 1976
2020
Q2 		$1.28M Buy
309
+270
+692% +$9.85K ﹤0.01% 1907
2020
Q1 		$122K Sell
39
-29
-43% -$1.37K ﹤0.01% 4152
2019
Q4 		$374K Buy
68
+54
+386% +$2.96K ﹤0.01% 3044
2019
Q3 		$79K Sell
14
-50
-78% -$2.81K ﹤0.01% 4568
2019
Q2 		$370K Sell
64
-19
-23% -$1.05K ﹤0.01% 2874
2019
Q1 		$416K Buy
83
+45
+118% +$2.23K ﹤0.01% 2849
2018
Q4 		$167K Buy
38
+11
+41% +$541 ﹤0.01% 3340
2018
Q3 		$158K Sell
27
-50
-65% -$2.79K ﹤0.01% 3921
2018
Q2 		$407K Buy
77
+26
+51% +$1.51K ﹤0.01% 2668
2018
Q1 		$11K Sell
51
-56
-52% -$3.69K ﹤0.01% 3965
2017
Q4 		$15K Buy
107
+23
+27% +$1.58K ﹤0.01% 3577
2017
Q3 		$11K Buy
84
+6
+8% +$386 ﹤0.01% 3694
2017
Q2 		$6K Sell
78
-280
-78% -$17.8K ﹤0.01% 4445
2017
Q1 		$20K Sell
358
-54
-13% -$3.29K ﹤0.01% 3263
2016
Q4 		$62K Buy
412
+100
+32% +$5.6K ﹤0.01% 1947
2016
Q3 		$127K Buy
312
+45
+17% +$2.1K 0.01% 1361
2016
Q2 		$17K Buy
267
+234
+709% +$9.88K ﹤0.01% 3052
2016
Q1 		$4K Sell
33
-23
-41% -$885 ﹤0.01% 4289
2015
Q4 		$4K Buy
+56
New +$2.73K ﹤0.01% 4055
2015
Q2 		– Sell
-63
Closed -$15K – 5694
2015
Q1 		$15K Sell
63
-14
-18% -$704 ﹤0.01% 2560
2014
Q4 		$4K Buy
+77
New +$3.99K ﹤0.01% 3275

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.