TC
PFG icon

TwinBeech Capital’s Principal Financial Group PFG Stock Holding History

TwinBeech Capital’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
-113,227
Closed -$9.55M – 910
2025
Q1 		$9.55M Buy
113,227
+40,719
+56% +$3.39M 0.17% 151
2024
Q4 		$5.61M Buy
+72,508
New +$6.11M 0.1% 208
2024
Q3 		– Sell
-25,630
Closed -$2.01M – 838
2024
Q2 		$2.01M Buy
+25,630
New +$2.08M 0.04% 330
2023
Q4 		– Sell
-173,335
Closed -$12.5M – 857
2023
Q3 		$12.5M Buy
+173,335
New +$13.5M 0.24% 117
2023
Q1 		– Sell
-235,930
Closed -$19.8M – 823
2022
Q4 		$19.8M Buy
+235,930
New +$20.2M 0.38% 68
2020
Q1 		– Sell
-12,412
Closed -$683K – 427
2019
Q4 		$683K Buy
+12,412
New +$679K 0.2% 165

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return