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
-1,100
Closed -$87.4K – 1764
2025
Q2 		$87.4K Sell
1,100
-4,500
-80% -$345K ﹤0.01% 1530
2025
Q1 		$472K Buy
5,600
+1,000
+22% +$83.2K ﹤0.01% 1338
2024
Q4 		$356K Buy
+4,600
New +$388K ﹤0.01% 1363
2023
Q4 		– Sell
-12,200
Closed -$879K – 1542
2023
Q3 		$879K Buy
+12,200
New +$947K ﹤0.01% 984
2022
Q1 		– Sell
-118,500
Closed -$8.57M – 1833
2021
Q4 		$8.57M Sell
118,500
-12,900
-10% -$900K 0.02% 668
2021
Q3 		$8.46M Sell
131,400
-53,800
-29% -$3.45M 0.02% 627
2021
Q2 		$11.7M Buy
185,200
+18,400
+11% +$1.18M 0.03% 469
2021
Q1 		$10M Buy
166,800
+130,200
+356% +$7.26M 0.04% 453
2020
Q4 		$1.82M Buy
36,600
+6,100
+20% +$279K 0.01% 873
2020
Q3 		$1.23M Buy
+30,500
New +$1.3M 0.01% 858
2020
Q2 		– Sell
-11,700
Closed -$367K – 1650
2020
Q1 		$367K Sell
11,700
-53,200
-82% -$2.52M ﹤0.01% 1006
2019
Q4 		$3.57M Sell
64,900
-4,800
-7% -$263K 0.01% 585
2019
Q3 		$3.98M Sell
69,700
-7,300
-9% -$411K 0.02% 533
2019
Q2 		$4.46M Buy
+77,000
New +$4.24M 0.02% 482

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.