Unigestion Holding’s Principal Financial Group PFG Stock Holding History

Unigestion Holding’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 Q1	$3.47M	Sell	41,155 -4,369	-10%	-$363K	0.2%	93
2024 Q4	$3.52M	Hold	45,524	–	–	0.2%	86
2024 Q3	$3.91M	Buy	+45,524	New	+$3.68M	0.19%	78
2023 Q3	–	Sell	-7,138	Closed	-$540K	–	214
2023 Q2	$540K	Sell	7,138 -1,521	-18%	-$110K	0.03%	168
2023 Q1	$642K	Buy	+8,659	New	+$735K	0.03%	171

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Unigestion Holding's PFG Position: Q1 2025 in Review

Unigestion Holding reduced its Principal Financial Group (PFG) stake by 9.6% in Q1 2025, selling an estimated $363K and leaving 41,155 shares worth $3.47M. The position accounts for 0.2% of the portfolio, ranked #93.

Unigestion Holding first reported a position in PFG in Q1 2023 and has held it in 5 quarters since. The position peaked at $3.91M in Q3 2024. 842 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

Unigestion Holding held 41,155 shares of Principal Financial Group worth $3.47M as of Q1 2025.
Unigestion Holding sold 4,369 Principal Financial Group shares in Q1 2025, an estimated $363K.
Principal Financial Group made up 0.2% of Unigestion Holding's portfolio in Q1 2025, its #93 holding.
Unigestion Holding first reported a position in Principal Financial Group in Q1 2023 and has held it in 5 quarters since.
Unigestion Holding's Principal Financial Group position peaked at $3.91M in Q3 2024.
842 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.