Sumitomo Mitsui DS Asset Management’s Principal Financial Group PFG Stock Holding History

Sumitomo Mitsui DS Asset Management’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	$2.31M	Hold	25,618	–	–	0.02%	485
2025 Q4	$2.26M	Buy	25,618 +674	+3%	+$56.9K	0.02%	495
2025 Q3	$2.07M	Sell	24,944 -93	-0.4%	-$7.43K	0.02%	509
2025 Q2	$1.99M	Buy	25,037 +814	+3%	+$62.5K	0.02%	506
2025 Q1	$2.04M	Buy	24,223 +29	+0.1%	+$2.41K	0.02%	481
2024 Q4	$1.87M	Buy	24,194 +489	+2%	+$41.2K	0.02%	504
2024 Q3	$2.04M	Buy	23,705 +257	+1%	+$20.8K	0.02%	474
2024 Q2	$1.84M	Buy	23,448 +401	+2%	+$32.6K	0.02%	465
2024 Q1	$1.99M	Buy	23,047 +300	+1%	+$24.1K	0.02%	445
2023 Q4	$1.79M	Hold	22,747	–	–	0.02%	481
2023 Q3	$1.64M	Buy	22,747 +3,193	+16%	+$248K	0.03%	451
2023 Q2	$1.48M	Buy	19,554 +72	+0.4%	+$5.19K	0.02%	470
2023 Q1	$1.45M	Buy	19,482 +88	+0.5%	+$7.47K	0.03%	453
2022 Q4	$1.63M	Buy	19,394 +155	+0.8%	+$13.3K	0.03%	406
2022 Q3	$1.39M	Buy	19,239 +2,558	+15%	+$184K	0.03%	416
2022 Q2	$1.11M	Sell	16,681 -12,991	-44%	-$914K	0.03%	460
2022 Q1	$2.18M	Buy	29,672 +12,997	+78%	+$941K	0.05%	320
2021 Q4	$1.21M	Sell	16,675 -13,016	-44%	-$908K	0.03%	487
2021 Q3	$1.91M	Sell	29,691 -726	-2%	-$46.6K	0.05%	341
2021 Q2	$1.92M	Buy	30,417 +464	+2%	+$29.7K	0.05%	335
2021 Q1	$1.79M	Buy	29,953 +88	+0.3%	+$4.91K	0.05%	338
2020 Q4	$1.48M	Sell	29,865 -281	-0.9%	-$12.9K	0.04%	365
2020 Q3	$1.21M	Sell	30,146 -8,738	-22%	-$372K	0.04%	369
2020 Q2	$1.61M	Sell	38,884 -11,688	-23%	-$426K	0.06%	283
2020 Q1	$1.58M	Sell	50,572 -24,136	-32%	-$1.14M	0.07%	242
2019 Q4	$4.11M	Buy	74,708 +57,720	+340%	+$3.16M	0.14%	148
2019 Q3	$970K	Buy	16,988 +2,224	+15%	+$125K	0.04%	396
2019 Q2	$855K	Sell	14,764 -26,144	-64%	-$1.44M	0.03%	408
2019 Q1	$2.05M	Buy	40,908 +22,182	+118%	+$1.1M	0.03%	352
2018 Q4	$827K	Sell	18,726 -1,564	-8%	-$77K	0.01%	510
2018 Q3	$1.19M	Buy	20,290 +155	+0.8%	+$8.64K	0.02%	476
2018 Q2	$1.07M	Buy	20,135 +175	+0.9%	+$10.2K	0.02%	490
2018 Q1	$1.22M	Sell	19,960 -298	-1%	-$19.6K	0.02%	464
2017 Q4	$1.43M	Sell	20,258 -1,513	-7%	-$104K	0.02%	437
2017 Q3	$1.4M	Sell	21,771 -1,322	-6%	-$85K	0.02%	402
2017 Q2	$1.48M	Sell	23,093 -95	-0.4%	-$6.03K	0.02%	398
2017 Q1	$1.46M	Buy	23,188 +1,728	+8%	+$105K	0.02%	404
2016 Q4	$1.24M	Sell	21,460 -490	-2%	-$27.5K	0.02%	404
2016 Q3	$1.13M	Sell	21,950 -58	-0.3%	-$2.71K	0.02%	406
2016 Q2	$904K	Buy	22,008 +431	+2%	+$18.2K	0.03%	423
2016 Q1	$851K	Buy	21,577 +181	+0.8%	+$6.96K	0.03%	451
2015 Q4	$962K	Sell	21,396 -692	-3%	-$33.8K	0.03%	397
2015 Q3	$1.04M	Sell	22,088 -537	-2%	-$27.8K	0.04%	386
2015 Q2	$1.16M	Sell	22,625 -631	-3%	-$32.7K	0.04%	396
2015 Q1	$1.19M	Sell	23,256 -1,741	-7%	-$87.5K	0.04%	410
2014 Q4	$1.3M	Sell	24,997 -2,163	-8%	-$112K	0.04%	397
2014 Q3	$1.43M	Sell	27,160 -2,599	-9%	-$136K	0.04%	396
2014 Q2	$1.5M	Buy	29,759 +26	+0.1%	+$1.22K	0.04%	395
2014 Q1	$1.37M	Sell	29,733 -2,487	-8%	-$114K	0.04%	414
2013 Q4	$1.59M	Sell	32,220 -4,217	-12%	-$200K	0.05%	364
2013 Q3	$1.56M	Buy	36,437 +32	+0.1%	+$1.33K	0.04%	372
2013 Q2	$1.36M	Buy	+36,405	New	+$1.33M	0.04%	391