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 		$180K Buy
+2,000
New +$183K ﹤0.01% 4422
2025
Q4 		– Sell
-3,000
Closed -$248K – 9707
2025
Q3 		$248K Buy
3,000
+2,700
+900% +$216K ﹤0.01% 4685
2025
Q2 		$23K Sell
300
-700
-70% -$53.7K ﹤0.01% 6656
2025
Q1 		$84K Sell
1,000
-4,700
-82% -$391K ﹤0.01% 5244
2024
Q4 		$441K Buy
5,700
+1,500
+36% +$126K ﹤0.01% 3680
2024
Q3 		$360K Sell
4,200
-5,100
-55% -$412K ﹤0.01% 3942
2024
Q2 		$729K Buy
9,300
+2,400
+35% +$195K ﹤0.01% 3248
2024
Q1 		$595K Sell
6,900
-3,400
-33% -$273K ﹤0.01% 3676
2023
Q4 		$810K Buy
10,300
+6,600
+178% +$478K ﹤0.01% 3212
2023
Q3 		$266K Sell
3,700
-5,900
-61% -$458K ﹤0.01% 4057
2023
Q2 		$728K Buy
9,600
+5,100
+113% +$368K ﹤0.01% 2917
2023
Q1 		$334K Sell
4,500
-600
-12% -$50.9K ﹤0.01% 3703
2022
Q4 		$427K Buy
5,100
+2,200
+76% +$189K ﹤0.01% 3334
2022
Q3 		$209K Sell
2,900
-1,000
-26% -$71.8K ﹤0.01% 4550
2022
Q2 		$260K Sell
3,900
-200
-5% -$14.1K ﹤0.01% 4287
2022
Q1 		$300K Sell
4,100
-7,800
-66% -$565K ﹤0.01% 4556
2021
Q4 		$860K Buy
11,900
+6,800
+133% +$475K ﹤0.01% 3076
2021
Q3 		$324K Hold
5,100
– – ﹤0.01% 4784
2021
Q2 		$322K Buy
5,100
+4,569
+860% +$292K ﹤0.01% 4861
2021
Q1 		$3.18M Buy
531
+361
+212% +$20.1K 0.01% 1173
2020
Q4 		$843K Buy
170
+1
+0.6% +$46 ﹤0.01% 2776
2020
Q3 		$680K Buy
169
+92
+119% +$3.92K ﹤0.01% 2668
2020
Q2 		$319K Sell
77
-22
-22% -$803 ﹤0.01% 3452
2020
Q1 		$310K Buy
99
+46
+87% +$2.18K ﹤0.01% 3119
2019
Q4 		$291K Buy
53
+36
+212% +$1.97K ﹤0.01% 3316
2019
Q3 		$97K Sell
17
-97
-85% -$5.46K ﹤0.01% 4353
2019
Q2 		$660K Buy
114
+25
+28% +$1.38K ﹤0.01% 2313
2019
Q1 		$446K Buy
89
+74
+493% +$3.67K ﹤0.01% 2772
2018
Q4 		$66K Sell
15
-18
-55% -$886 ﹤0.01% 4263
2018
Q3 		$193K Sell
33
-4
-11% -$223 ﹤0.01% 3673
2018
Q2 		$195K Buy
37
+6
+19% +$349 ﹤0.01% 3518
2018
Q1 		$20K Buy
+31
New +$2.04K ﹤0.01% 3364
2017
Q3 		– Sell
-16
Closed -$1K – 6448
2017
Q2 		$1K Buy
+16
New +$1.01K ﹤0.01% 5676
2017
Q1 		– Sell
-66
Closed -$1K – 6640
2016
Q4 		$1K Buy
66
+26
+65% +$1.46K ﹤0.01% 5472
2016
Q3 		$3K Buy
40
+6
+18% +$281 ﹤0.01% 4721
2016
Q2 		$3K Buy
34
+11
+48% +$464 ﹤0.01% 4678
2016
Q1 		$4K Buy
23
+17
+283% +$654 ﹤0.01% 4290
2015
Q4 		$2K Buy
+6
New +$293 ﹤0.01% 4553
2015
Q1 		– Sell
-67
Closed -$19K – 5434
2014
Q4 		$19K Buy
+67
New +$3.47K ﹤0.01% 2098

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.