SVB Wealth’s Principal Financial Group PFG Stock Holding History

SVB Wealth’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 Q2	–	Sell	-2,122	Closed	-$179K	–	1290
2025 Q1	$179K	Buy	+2,122	New	+$176K	0.01%	324
2024 Q3	–	Sell	-2,801	Closed	-$220K	–	437
2024 Q2	$220K	Sell	2,801 -835	-23%	-$67.8K	0.01%	648
2024 Q1	$314K	Sell	3,636 -352	-9%	-$28.2K	0.01%	612
2023 Q4	$314K	Buy	3,988 +1,096	+38%	+$79.4K	0.01%	615
2023 Q3	$208K	Buy	+2,892	New	+$224K	﹤0.01%	730
2023 Q2	–	Sell	-2,891	Closed	-$215K	–	983
2023 Q1	$215K	Sell	2,891 -2,392	-45%	-$203K	﹤0.01%	856
2022 Q4	$443K	Buy	5,283 +752	+17%	+$64.5K	0.01%	596
2022 Q3	$327K	Buy	+4,531	New	+$325K	﹤0.01%	665
2018 Q2	–	Sell	-34,550	Closed	-$2.1M	–	458
2018 Q1	$2.1M	Buy	+34,550	New	+$2.27M	0.08%	177

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return