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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 $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TwinBeech Capital's PFG Position: Q2 2025 in Review

TwinBeech Capital sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 113,227 shares — an estimated $9.55M sold.

TwinBeech Capital first reported a position in PFG in Q4 2019 and held it in 6 quarters. The position peaked at $19.8M in Q4 2022. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • TwinBeech Capital reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • TwinBeech Capital sold 113,227 Principal Financial Group shares in Q2 2025, an estimated $9.55M.
  • TwinBeech Capital first reported a position in Principal Financial Group in Q4 2019 and held it in 6 quarters.
  • TwinBeech Capital's Principal Financial Group position peaked at $19.8M in Q4 2022.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.