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Trexquant Investment’s Principal Financial Group PFG Stock Holding History

Trexquant Investment’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
-106,820
Closed -$9.01M – 1796
2025
Q1 		$9.01M Buy
+106,820
New +$8.88M 0.1% 286
2024
Q2 		– Sell
-35,126
Closed -$3.03M – 1776
2024
Q1 		$3.03M Sell
35,126
-10,019
-22% -$804K 0.06% 490
2023
Q4 		$3.55M Buy
+45,145
New +$3.27M 0.08% 356
2023
Q1 		– Sell
-41,137
Closed -$3.45M – 1692
2022
Q4 		$3.45M Buy
41,137
+2,491
+6% +$214K 0.1% 277
2022
Q3 		$2.79M Buy
+38,646
New +$2.78M 0.1% 260
2021
Q3 		– Sell
-11,412
Closed -$721K – 1402
2021
Q2 		$721K Buy
+11,412
New +$730K 0.06% 384
2021
Q1 		– Sell
-17,829
Closed -$884K – 1380
2020
Q4 		$884K Buy
+17,829
New +$817K 0.09% 286
2020
Q2 		– Sell
-58,487
Closed -$1.83M – 1394
2020
Q1 		$1.83M Buy
+58,487
New +$2.77M 0.13% 236
2019
Q4 		– Sell
-15,798
Closed -$903K – 1218
2019
Q3 		$903K Buy
15,798
+2,115
+15% +$119K 0.08% 310
2019
Q2 		$793K Buy
+13,683
New +$754K 0.07% 369
2018
Q3 		– Sell
-35,137
Closed -$1.86M – 1137
2018
Q2 		$1.86M Sell
35,137
-7,516
-18% -$437K 0.13% 242
2018
Q1 		$2.6M Buy
42,653
+6,536
+18% +$430K 0.18% 169
2017
Q4 		$2.55M Buy
36,117
+25,360
+236% +$1.75M 0.28% 69
2017
Q3 		$692K Buy
10,757
+5,457
+103% +$351K 0.17% 168
2017
Q2 		$340K Buy
+5,300
New +$336K 0.09% 398
2016
Q2 		– Sell
-68,762
Closed -$2.71M – 1037
2016
Q1 		$2.71M Sell
68,762
-30,205
-31% -$1.16M 0.32% 47
2015
Q4 		$4.45M Buy
98,967
+92,167
+1,355% +$4.5M 0.39% 22
2015
Q3 		$321K Sell
6,800
-14,700
-68% -$762K 0.03% 861
2015
Q2 		$1.1M Buy
21,500
+4,500
+26% +$233K 0.12% 284
2015
Q1 		$873K Buy
17,000
+2,100
+14% +$106K 0.09% 437
2014
Q4 		$773K Buy
+14,900
New +$772K 0.14% 266

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trexquant Investment's PFG Position: Q2 2025 in Review

Trexquant Investment sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 106,820 shares — an estimated $9.01M sold.

Trexquant Investment first reported a position in PFG in Q4 2014 and held it in 21 quarters. The position peaked at $9.01M in Q1 2025. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Trexquant Investment reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Trexquant Investment sold 106,820 Principal Financial Group shares in Q2 2025, an estimated $9.01M.
  • Trexquant Investment first reported a position in Principal Financial Group in Q4 2014 and held it in 21 quarters.
  • Trexquant Investment's Principal Financial Group position peaked at $9.01M in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Trexquant Investment's 13F filing for Q2 2025, filed 12 Aug 2025.