TOBAM’s Principal Financial Group PFG Stock Holding History

TOBAM’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	$513K	Buy	+5,692	New	+$520K	0.13%	144
2024 Q2	–	Sell	-745	Closed	-$64K	–	371
2024 Q1	$64K	Hold	745	–	–	0.01%	334
2023 Q4	$59K	Sell	745 -1,424	-66%	-$103K	0.01%	333
2023 Q3	$156K	Hold	2,169	–	–	0.01%	252
2023 Q2	$164K	Buy	2,169 +923	+74%	+$66.5K	0.01%	272
2023 Q1	$93K	Buy	1,246 +463	+59%	+$39.3K	0.01%	295
2022 Q4	$66K	Sell	783 -521	-40%	-$44.7K	﹤0.01%	333
2022 Q3	$94K	Sell	1,304 -956	-42%	-$68.7K	0.01%	291
2022 Q2	$151K	Buy	2,260 +1,044	+86%	+$73.4K	0.01%	266
2022 Q1	$89K	Buy	+1,216	New	+$88K	﹤0.01%	316
2021 Q1	–	Sell	-500	Closed	-$25K	–	442
2020 Q4	$25K	Buy	+500	New	+$22.9K	﹤0.01%	418

Other funds holding PFG

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

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