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TD Waterhouse Canada’s Principal Financial Group PFG Stock Holding History

TD Waterhouse Canada’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
Q1 		– Sell
-112
Closed -$8.67K – 2040
2024
Q4 		$8.67K Hold
112
– – ﹤0.01% 1444
2024
Q3 		$9.51K Hold
112
– – ﹤0.01% 1374
2024
Q2 		$8.78K Hold
112
– – ﹤0.01% 1393
2024
Q1 		$13K Hold
112
– – ﹤0.01% 1323
2023
Q4 		$11.9K Hold
112
– – ﹤0.01% 1218
2023
Q3 		$10.8K Buy
+112
New +$8.69K ﹤0.01% 1215

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

TD Waterhouse Canada's PFG Position: Q1 2025 in Review

TD Waterhouse Canada sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 112 shares — an estimated $8.67K sold.

TD Waterhouse Canada first reported a position in PFG in Q3 2023 and held it in 6 quarters. The position peaked at $13K in Q1 2024. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

  • TD Waterhouse Canada reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
  • TD Waterhouse Canada sold 112 Principal Financial Group shares in Q1 2025, an estimated $8.67K.
  • TD Waterhouse Canada first reported a position in Principal Financial Group in Q3 2023 and held it in 6 quarters.
  • TD Waterhouse Canada's Principal Financial Group position peaked at $13K in Q1 2024.
  • 841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on TD Waterhouse Canada's 13F filing for Q1 2025, filed 9 May 2025.