Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
Shares
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-29,900
Closed
-$2.37M
–
1956
2025
Q2
$2.37M
Buy
+29,900
New
+$2.3M
0.06%
1217
2022
Q1
–
Sell
-223,900
Closed
-$16.2M
–
1931
2021
Q4
$16.2M
Sell
223,900
-127,800
-36%
-$8.92M
0.39%
475
2021
Q3
$22.6M
Buy
351,700
+146,900
+72%
+$9.43M
0.67%
335
2021
Q2
$12.9M
Buy
204,800
+164,900
+413%
+$10.5M
0.39%
441
2021
Q1
$2.39M
Buy
+39,900
New
+$2.22M
0.09%
806
2020
Q4
–
Sell
-22,800
Closed
-$918K
–
1546
2020
Q3
$918K
Sell
22,800
-31,600
-58%
-$1.35M
0.05%
908
2020
Q2
$2.26M
Buy
+54,400
New
+$1.98M
0.11%
855
2020
Q1
–
Sell
-52,700
Closed
-$2.9M
–
1683
2019
Q4
$2.9M
Sell
52,700
-38,400
-42%
-$2.1M
0.18%
631
2019
Q3
$5.21M
Buy
91,100
+28,500
+46%
+$1.6M
0.38%
471
2019
Q2
$3.63M
Buy
+62,600
New
+$3.45M
0.26%
534
2017
Q1
–
Sell
-17,000
Closed
-$984K
–
1268
2016
Q4
$984K
Hold
17,000
–
–
0.1%
779
2016
Q3
$876K
Hold
17,000
–
–
0.13%
708
2016
Q2
$699K
Buy
+17,000
New
+$718K
0.14%
750
Other funds holding PFG
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
NLI
Nippon Life Insurance
Tokyo, Japan
$6.04B AUM
4.21%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close