Twin Tree Management
PFG icon

Twin Tree Management’s Principal Financial Group PFG Stock Holding History

Twin Tree 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
Q3 		– Sell
-133
Closed -$10.6K – 1765
2025
Q2 		$10.6K Buy
+133
New +$10.2K ﹤0.01% 1541
2021
Q4 		– Sell
-28,936
Closed -$2.02M – 1789
2021
Q3 		$1.86M Buy
+28,936
New +$1.86M ﹤0.01% 1045
2020
Q4 		– Sell
-2,602
Closed -$119K – 1440
2020
Q3 		$105K Sell
2,602
-3,617
-58% -$154K ﹤0.01% 1067
2020
Q2 		$258K Buy
6,219
+5,974
+2,438% +$218K ﹤0.01% 1223
2020
Q1 		$8K Sell
245
-10,805
-98% -$511K ﹤0.01% 1266
2019
Q4 		$608K Buy
+11,050
New +$605K ﹤0.01% 946
2018
Q4 		– Sell
-195
Closed -$11K – 1471
2018
Q3 		$11K Sell
195
-565
-74% -$31.5K ﹤0.01% 1003
2018
Q2 		$40K Sell
760
-19,913
-96% -$1.16M ﹤0.01% 1067
2018
Q1 		$1.26M Buy
+20,673
New +$1.36M 0.01% 619
2017
Q1 		– Sell
-1,274
Closed -$74K – 1194
2016
Q4 		$74K Buy
1,274
+489
+62% +$27.4K ﹤0.01% 1052
2016
Q3 		$40K Sell
785
-4,443
-85% -$208K ﹤0.01% 1043
2016
Q2 		$215K Buy
5,228
+5,225
+174,167% +$221K ﹤0.01% 967
2016
Q1 		$0 Buy
+3
New +$115 ﹤0.01% 1431
2015
Q4 		– Sell
-1,596
Closed -$76K – 1535
2015
Q3 		$76K Buy
+1,596
New +$82.7K ﹤0.01% 1143
2014
Q2 		– Sell
-6,953
Closed -$320K – 1000
2014
Q1 		$320K Buy
+6,953
New +$318K 0.01% 801

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Twin Tree Management's PFG Position: Q3 2025 in Review

Twin Tree Management sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 133 shares — an estimated $10.6K sold.

Twin Tree Management first reported a position in PFG in Q1 2014 and held it in 15 quarters. The position peaked at $1.86M in Q3 2021. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • Twin Tree Management reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
  • Twin Tree Management sold 133 Principal Financial Group shares in Q3 2025, an estimated $10.6K.
  • Twin Tree Management first reported a position in Principal Financial Group in Q1 2014 and held it in 15 quarters.
  • Twin Tree Management's Principal Financial Group position peaked at $1.86M in Q3 2021.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Twin Tree Management's 13F filing for Q3 2025, filed 13 Nov 2025.