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Teza Capital Management’s Principal Financial Group PFG Stock Holding History

Teza Capital 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
2025
Q4 		– Sell
-2,793
Closed -$232K – 87
2025
Q3 		$232K Sell
2,793
-1,678
-38% -$134K 1.25% 39
2025
Q2 		$355K Sell
4,471
-13,207
-75% -$1.01M 0.26% 151
2025
Q1 		$1.49M Buy
17,678
+12,877
+268% +$1.07M 0.68% 16
2024
Q4 		$372K Buy
+4,801
New +$405K 0.06% 325
2024
Q3 		– Sell
-11,461
Closed -$899K – 706
2024
Q2 		$899K Buy
+11,461
New +$931K 0.11% 262
2024
Q1 		– Sell
-53,007
Closed -$4.17M – 704
2023
Q4 		$4.17M Buy
53,007
+44,297
+509% +$3.21M 0.7% 26
2023
Q3 		$628K Buy
+8,710
New +$676K 0.1% 278
2021
Q4 		– Sell
-7,663
Closed -$493K – 517
2021
Q3 		$493K Buy
+7,663
New +$492K 0.24% 128
2021
Q1 		– Sell
-4,408
Closed -$219K – 534
2020
Q4 		$219K Buy
+4,408
New +$202K 0.12% 241
2020
Q3 		– Sell
-19,517
Closed -$811K – 550
2020
Q2 		$811K Buy
+19,517
New +$712K 0.18% 167
2019
Q4 		– Sell
-5,190
Closed -$297K – 688
2019
Q3 		$297K Buy
+5,190
New +$292K 0.08% 380
2019
Q2 		– Sell
-14,980
Closed -$752K – 433
2019
Q1 		$752K Buy
+14,980
New +$742K 0.4% 84

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Teza Capital Management's PFG Position: Q4 2025 in Review

Teza Capital Management sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 2,793 shares — an estimated $232K sold.

Teza Capital Management first reported a position in PFG in Q1 2019 and held it in 12 quarters. The position peaked at $4.17M in Q4 2023. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Teza Capital Management reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • Teza Capital Management sold 2,793 Principal Financial Group shares in Q4 2025, an estimated $232K.
  • Teza Capital Management first reported a position in Principal Financial Group in Q1 2019 and held it in 12 quarters.
  • Teza Capital Management's Principal Financial Group position peaked at $4.17M in Q4 2023.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Teza Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.