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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SVB Wealth's PFG Position: Q2 2025 in Review

SVB Wealth sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 2,122 shares — an estimated $179K sold.

SVB Wealth first reported a position in PFG in Q1 2018 and held it in 9 quarters. The position peaked at $2.1M in Q1 2018. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • SVB Wealth reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,122 Principal Financial Group shares in Q2 2025, an estimated $179K.
  • SVB Wealth first reported a position in Principal Financial Group in Q1 2018 and held it in 9 quarters.
  • SVB Wealth's Principal Financial Group position peaked at $2.1M in Q1 2018.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.