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TownSquare Capital’s Principal Financial Group PFG Stock Holding History

TownSquare Capital’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
-8,956
Closed -$756K – 1321
2025
Q1 		$756K Buy
8,956
+2,511
+39% +$209K 0.01% 959
2024
Q4 		$499K Sell
6,445
-194
-3% -$16.3K 0.01% 1025
2024
Q3 		$570K Sell
6,639
-1,145
-15% -$92.5K 0.01% 912
2024
Q2 		$611K Buy
7,784
+274
+4% +$22.3K 0.01% 814
2024
Q1 		$648K Buy
7,510
+88
+1% +$7.06K 0.01% 776
2023
Q4 		$584K Buy
7,422
+729
+11% +$52.8K 0.01% 740
2023
Q3 		$482K Buy
6,693
+194
+3% +$15.1K 0.01% 768
2023
Q2 		$493K Sell
6,499
-72
-1% -$5.19K 0.01% 770
2023
Q1 		$488K Buy
6,571
+2,057
+46% +$175K 0.01% 681
2022
Q4 		$379K Buy
+4,514
New +$387K 0.01% 729
2022
Q1 		– Sell
-4,409
Closed -$319K – 760
2021
Q4 		$319K Buy
+4,409
New +$308K 0.01% 583
2020
Q1 		– Sell
-6,398
Closed -$352K – 477
2019
Q4 		$352K Sell
6,398
-2,648
-29% -$145K 0.03% 333
2019
Q3 		$505K Sell
9,046
-583
-6% -$32.8K 0.04% 305
2019
Q2 		$532K Sell
9,629
-399
-4% -$22K 0.05% 258
2019
Q1 		$503K Sell
10,028
-292
-3% -$14.5K 0.04% 270
2018
Q4 		$504K Buy
+10,320
New +$508K 0.07% 204

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TownSquare Capital's PFG Position: Q2 2025 in Review

TownSquare Capital sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 8,956 shares — an estimated $756K sold.

TownSquare Capital first reported a position in PFG in Q4 2018 and held it in 16 quarters. The position peaked at $756K in Q1 2025. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • TownSquare Capital reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 8,956 Principal Financial Group shares in Q2 2025, an estimated $756K.
  • TownSquare Capital first reported a position in Principal Financial Group in Q4 2018 and held it in 16 quarters.
  • TownSquare Capital's Principal Financial Group position peaked at $756K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.