VIM
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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 $5.7T AUM 30.48% 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 $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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM