State of Wisconsin Investment Board’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.8M | Buy |
211,079
+76,414
| +57% | +$6.07M | 0.04% | 392 |
|
2025
Q1 | $11.4M | Buy |
134,665
+1,633
| +1% | +$138K | 0.03% | 560 |
|
2024
Q4 | $10.3M | Sell |
133,032
-38,058
| -22% | -$2.95M | 0.03% | 629 |
|
2024
Q3 | $14.7M | Buy |
171,090
+1
| +0% | +$86 | 0.04% | 474 |
|
2024
Q2 | $13.4M | Buy |
171,089
+3,288
| +2% | +$258K | 0.04% | 453 |
|
2024
Q1 | $14.5M | Sell |
167,801
-21,081
| -11% | -$1.82M | 0.04% | 453 |
|
2023
Q4 | $14.9M | Buy |
188,882
+24,651
| +15% | +$1.94M | 0.04% | 412 |
|
2023
Q3 | $11.8M | Buy |
164,231
+32,943
| +25% | +$2.37M | 0.04% | 477 |
|
2023
Q2 | $9.96M | Sell |
131,288
-1,817
| -1% | -$138K | 0.03% | 603 |
|
2023
Q1 | $9.89M | Sell |
133,105
-671
| -0.5% | -$49.9K | 0.03% | 588 |
|
2022
Q4 | $11.2M | Sell |
133,776
-11,703
| -8% | -$982K | 0.04% | 504 |
|
2022
Q3 | $10.5M | Sell |
145,479
-99,785
| -41% | -$7.2M | 0.03% | 540 |
|
2022
Q2 | $16.4M | Sell |
245,264
-7,812
| -3% | -$522K | 0.04% | 427 |
|
2022
Q1 | $18.6M | Buy |
253,076
+47,321
| +23% | +$3.47M | 0.04% | 465 |
|
2021
Q4 | $14.9M | Sell |
205,755
-10,943
| -5% | -$791K | 0.03% | 604 |
|
2021
Q3 | $14M | Buy |
216,698
+533
| +0.2% | +$34.3K | 0.03% | 623 |
|
2021
Q2 | $13.7M | Sell |
216,165
-5,572
| -3% | -$352K | 0.03% | 618 |
|
2021
Q1 | $13.3M | Buy |
221,737
+37,835
| +21% | +$2.27M | 0.03% | 616 |
|
2020
Q4 | $9.12M | Sell |
183,902
-42,050
| -19% | -$2.09M | 0.02% | 710 |
|
2020
Q3 | $9.1M | Buy |
225,952
+310
| +0.1% | +$12.5K | 0.02% | 665 |
|
2020
Q2 | $9.37M | Buy |
225,642
+70
| +0% | +$2.91K | 0.03% | 617 |
|
2020
Q1 | $7.07M | Buy |
225,572
+7,727
| +4% | +$242K | 0.02% | 636 |
|
2019
Q4 | $12M | Buy |
217,845
+98,220
| +82% | +$5.4M | 0.03% | 586 |
|
2019
Q3 | $6.84M | Buy |
119,625
+9,951
| +9% | +$569K | 0.02% | 746 |
|
2019
Q2 | $6.35M | Sell |
109,674
-31,618
| -22% | -$1.83M | 0.02% | 758 |
|
2019
Q1 | $7.09M | Sell |
141,292
-6,540
| -4% | -$328K | 0.02% | 742 |
|
2018
Q4 | $6.53M | Sell |
147,832
-79,410
| -35% | -$3.51M | 0.02% | 697 |
|
2018
Q3 | $13.3M | Sell |
227,242
-21,276
| -9% | -$1.25M | 0.04% | 508 |
|
2018
Q2 | $13.2M | Buy |
248,518
+45,052
| +22% | +$2.39M | 0.04% | 517 |
|
2018
Q1 | $12.4M | Sell |
203,466
-2,822
| -1% | -$172K | 0.04% | 533 |
|
2017
Q4 | $14.6M | Buy |
206,288
+4,213
| +2% | +$297K | 0.04% | 459 |
|
2017
Q3 | $13M | Buy |
202,075
+20,747
| +11% | +$1.33M | 0.04% | 482 |
|
2017
Q2 | $11.6M | Buy |
181,328
+62,930
| +53% | +$4.03M | 0.04% | 492 |
|
2017
Q1 | $7.47M | Buy |
118,398
+66,551
| +128% | +$4.2M | 0.03% | 635 |
|
2016
Q4 | $3M | Buy |
51,847
+7,676
| +17% | +$444K | 0.01% | 889 |
|
2016
Q3 | $2.28M | Sell |
44,171
-34,900
| -44% | -$1.8M | 0.01% | 1071 |
|
2016
Q2 | $3.25M | Sell |
79,071
-30,760
| -28% | -$1.26M | 0.01% | 905 |
|
2016
Q1 | $4.33M | Sell |
109,831
-8,710
| -7% | -$344K | 0.02% | 816 |
|
2015
Q4 | $5.33M | Sell |
118,541
-1,800
| -1% | -$81K | 0.02% | 737 |
|
2015
Q3 | $5.7M | Sell |
120,341
-6,150
| -5% | -$291K | 0.02% | 722 |
|
2015
Q2 | $6.49M | Buy |
126,491
+2,560
| +2% | +$131K | 0.02% | 730 |
|
2015
Q1 | $6.37M | Sell |
123,931
-6,120
| -5% | -$314K | 0.02% | 734 |
|
2014
Q4 | $6.76M | Buy |
130,051
+13,100
| +11% | +$680K | 0.02% | 702 |
|
2014
Q3 | $6.14M | Sell |
116,951
-23,540
| -17% | -$1.24M | 0.02% | 723 |
|
2014
Q2 | $7.09M | Sell |
140,491
-69,255
| -33% | -$3.5M | 0.03% | 697 |
|
2014
Q1 | $9.65M | Buy |
209,746
+300
| +0.1% | +$13.8K | 0.04% | 577 |
|
2013
Q4 | $10.3M | Sell |
209,446
-6,300
| -3% | -$311K | 0.04% | 540 |
|
2013
Q3 | $9.24M | Sell |
215,746
-16,730
| -7% | -$716K | 0.04% | 581 |
|
2013
Q2 | $8.71M | Buy |
+232,476
| New | +$8.71M | 0.04% | 596 |
|