UFF
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USA Financial Formulas’s Principal Financial Group PFG Stock Holding History

USA Financial Formulas’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
2026
Q1 		$6.67K Sell
74
-42
-36% -$3.84K ﹤0.01% 318
2025
Q4 		$10.2K Buy
+116
New +$9.79K ﹤0.01% 279
2025
Q2 		– Sell
-231
Closed -$19.5K – 335
2025
Q1 		$19.5K Buy
+231
New +$19.2K ﹤0.01% 234
2020
Q4 		– Sell
-23
Closed -$1K – 395
2020
Q3 		$1K Hold
23
– – ﹤0.01% 282
2020
Q2 		$1K Sell
23
-41
-64% -$1.5K ﹤0.01% 192
2020
Q1 		$2K Buy
+64
New +$3.03K ﹤0.01% 177
2019
Q1 		– Sell
-3,913
Closed -$229K – 282
2018
Q4 		$229K Sell
3,913
-605
-13% -$29.8K 0.06% 248
2018
Q3 		$239K Buy
+4,518
New +$252K 0.06% 246

Other funds holding PFG

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return