USS Investment Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
29,943
+1,689
| +6% | +$134K | 0.01% | 470 |
|
|
2025
Q1 | $2.38M | Sell |
28,254
-22,100
| -44% | -$1.86M | 0.02% | 468 |
|
|
2024
Q4 | $3.9M | Sell |
50,354
-14,639
| -23% | -$1.13M | 0.03% | 415 |
|
|
2024
Q3 | $5.58M | Buy |
64,993
+177
| +0.3% | +$15.2K | 0.04% | 383 |
|
|
2024
Q2 | $5.09M | Buy |
64,816
+3,709
| +6% | +$291K | 0.04% | 379 |
|
|
2024
Q1 | $5.27M | Sell |
61,107
-5,915
| -9% | -$510K | 0.04% | 371 |
|
|
2023
Q4 | $5.27M | Buy |
67,022
+1,887
| +3% | +$148K | 0.05% | 357 |
|
|
2023
Q3 | $4.69M | Buy |
65,135
+873
| +1% | +$62.9K | 0.05% | 369 |
|
|
2023
Q2 | $4.87M | Hold |
64,262
| – | – | 0.06% | 356 |
|
|
2023
Q1 | $4.77M | Hold |
64,262
| – | – | 0.07% | 339 |
|
|
2022
Q4 | $5.39M | Hold |
64,262
| – | – | 0.08% | 310 |
|
|
2022
Q3 | $4.64M | Sell |
64,262
-19,610
| -23% | -$1.41M | 0.07% | 321 |
|
|
2022
Q2 | $5.6M | Sell |
83,872
-4,725
| -5% | -$316K | 0.06% | 349 |
|
|
2022
Q1 | $6.51M | Buy |
88,597
+6,290
| +8% | +$462K | 0.05% | 371 |
|
|
2021
Q4 | $5.96M | Hold |
82,307
| – | – | 0.05% | 400 |
|
|
2021
Q3 | $5.3M | Buy |
82,307
+60,207
| +272% | +$3.88M | 0.04% | 415 |
|
|
2021
Q2 | $1.4M | Hold |
22,100
| – | – | 0.01% | 479 |
|
|
2021
Q1 | $1.33M | Hold |
22,100
| – | – | 0.01% | 468 |
|
|
2020
Q4 | $1.1M | Sell |
22,100
-5,200
| -19% | -$258K | 0.01% | 482 |
|
|
2020
Q3 | $1.1M | Hold |
27,300
| – | – | 0.01% | 459 |
|
|
2020
Q2 | $1.13M | Buy |
+27,300
| New | +$1.13M | 0.01% | 448 |
|