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Vinva Investment Management’s Principal Financial Group PFG Stock Holding History

Vinva Investment Management’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
Q4 		– Sell
-15,893
Closed -$1.31M – 456
2025
Q3 		$1.31M Buy
15,893
+1,359
+9% +$109K 0.03% 298
2025
Q2 		$1.15M Buy
14,534
+409
+3% +$31.4K 0.03% 291
2025
Q1 		$1.17M Buy
14,125
+6,313
+81% +$525K 0.05% 265
2024
Q4 		$603K Buy
7,812
+258
+3% +$21.7K 0.02% 335
2024
Q3 		$650K Sell
7,554
-365
-5% -$29.5K 0.03% 346
2024
Q2 		$629K Buy
7,919
+45
+0.6% +$3.65K 0.03% 337
2024
Q1 		$680K Buy
+7,874
New +$632K 0.04% 327

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vinva Investment Management's PFG Position: Q4 2025 in Review

Vinva Investment Management sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 15,893 shares — an estimated $1.31M sold.

Vinva Investment Management first reported a position in PFG in Q1 2024 and held it in 7 quarters. The position peaked at $1.31M in Q3 2025. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Vinva Investment Management reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • Vinva Investment Management sold 15,893 Principal Financial Group shares in Q4 2025, an estimated $1.31M.
  • Vinva Investment Management first reported a position in Principal Financial Group in Q1 2024 and held it in 7 quarters.
  • Vinva Investment Management's Principal Financial Group position peaked at $1.31M in Q3 2025.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Vinva Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.