Twin Tree Management
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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
-29,900
Closed -$2.37M – 1766
2025
Q2 		$2.37M Buy
+29,900
New +$2.3M ﹤0.01% 1217
2022
Q1 		– Sell
-223,900
Closed -$16.2M – 1834
2021
Q4 		$16.2M Sell
223,900
-127,800
-36% -$8.92M 0.03% 475
2021
Q3 		$22.6M Buy
351,700
+146,900
+72% +$9.43M 0.05% 335
2021
Q2 		$12.9M Buy
204,800
+164,900
+413% +$10.5M 0.03% 441
2021
Q1 		$2.39M Buy
+39,900
New +$2.22M 0.01% 806
2020
Q4 		– Sell
-22,800
Closed -$918K – 1441
2020
Q3 		$918K Sell
22,800
-31,600
-58% -$1.35M ﹤0.01% 908
2020
Q2 		$2.26M Buy
+54,400
New +$1.98M 0.01% 855
2020
Q1 		– Sell
-52,700
Closed -$2.9M – 1569
2019
Q4 		$2.9M Sell
52,700
-38,400
-42% -$2.1M 0.01% 631
2019
Q3 		$5.21M Buy
91,100
+28,500
+46% +$1.6M 0.02% 471
2019
Q2 		$3.63M Buy
+62,600
New +$3.45M 0.02% 534
2017
Q1 		– Sell
-17,000
Closed -$984K – 1195
2016
Q4 		$984K Hold
17,000
– – 0.01% 779
2016
Q3 		$876K Hold
17,000
– – 0.01% 708
2016
Q2 		$699K Buy
+17,000
New +$718K 0.01% 750

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.