TCW Group’s Principal Financial Group PFG Stock Holding History

TCW Group’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	$333K	Buy	3,701 +178	+5%	+$16.3K	﹤0.01%	545
2025 Q4	$311K	Buy	+3,523	New	+$297K	﹤0.01%	568
2017 Q1	–	Sell	-19,750	Closed	-$1.14M	–	556
2016 Q4	$1.14M	Hold	19,750	–	–	0.01%	465
2016 Q3	$1.02M	Hold	19,750	–	–	0.01%	476
2016 Q2	$812K	Buy	19,750 +750	+4%	+$31.7K	0.01%	525
2016 Q1	$750K	Buy	19,000 +150	+0.8%	+$5.77K	0.01%	556
2015 Q4	$848K	Buy	18,850 +100	+0.5%	+$4.88K	0.01%	548
2015 Q3	$888K	Buy	18,750 +50	+0.3%	+$2.59K	0.01%	536
2015 Q2	$959K	Sell	18,700 -58,350	-76%	-$3.03M	0.01%	535
2015 Q1	$3.96M	Buy	77,050 +600	+0.8%	+$30.2K	0.02%	445
2014 Q4	$3.97M	Sell	76,450 -57,450	-43%	-$2.98M	0.02%	457
2014 Q3	$7.03M	Sell	133,900 -3,200	-2%	-$167K	0.03%	393
2014 Q2	$6.92M	Buy	137,100 +550	+0.4%	+$25.9K	0.03%	413
2014 Q1	$6.28M	Buy	136,550 +1,150	+0.8%	+$52.6K	0.03%	437
2013 Q4	$6.68M	Buy	135,400 +250	+0.2%	+$11.9K	0.03%	430
2013 Q3	$5.79M	Sell	135,150 -100	-0.1%	-$4.17K	0.03%	458
2013 Q2	$5.07M	Buy	+135,250	New	+$4.95M	0.03%	463

Other funds holding PFG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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