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Virginia Retirement Systems’s Principal Financial Group PFG Stock Holding History

Virginia Retirement Systems’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 		$35M Buy
397,100
+174,100
+78% +$14.7M 0.21% 121
2025
Q3 		$18.5M Buy
+223,000
New +$17.8M 0.12% 182
2023
Q3 		$1.69M Buy
+23,400
New +$1.82M 0.02% 375
2018
Q2 		– Sell
-74,600
Closed -$4.54M – 1092
2018
Q1 		$4.54M Hold
74,600
– – 0.05% 307
2017
Q4 		$5.26M Sell
74,600
-100
-0.1% -$6.89K 0.06% 302
2017
Q3 		$4.81M Buy
+74,700
New +$4.8M 0.06% 311
2015
Q4 		$282K Buy
6,267
+61
+1% +$2.98K ﹤0.01% 865
2015
Q3 		$294K Buy
6,206
+74
+1% +$3.83K ﹤0.01% 834
2015
Q2 		$315K Buy
6,132
+14
+0.2% +$726 ﹤0.01% 826
2015
Q1 		$314K Buy
6,118
+69
+1% +$3.47K ﹤0.01% 825
2014
Q4 		$314K Sell
6,049
-3
-0% -$156 ﹤0.01% 804
2014
Q3 		$318K Buy
6,052
+28
+0.5% +$1.47K 0.01% 792
2014
Q2 		$304K Buy
6,024
+55
+0.9% +$2.59K 0.01% 818
2014
Q1 		$275K Buy
+5,969
New +$273K 0.01% 828
2013
Q3 		– Sell
-9,228
Closed -$346K – 925
2013
Q2 		$346K Buy
+9,228
New +$338K 0.01% 764

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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 $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Virginia Retirement Systems's PFG Position: Q4 2025 in Review

Virginia Retirement Systems increased its Principal Financial Group (PFG) stake by 78% in Q4 2025, buying an estimated $14.7M and bringing the position to 397,100 shares worth $35M. The position accounts for 0.21% of the portfolio, ranked #121.

Virginia Retirement Systems first reported a position in PFG in Q2 2013 and has held it in 15 quarters since. 892 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Virginia Retirement Systems held 397,100 shares of Principal Financial Group worth $35M as of Q4 2025.
  • Virginia Retirement Systems bought 174,100 Principal Financial Group shares in Q4 2025, an estimated $14.7M.
  • Principal Financial Group made up 0.21% of Virginia Retirement Systems's portfolio in Q4 2025, its #121 holding.
  • Virginia Retirement Systems first reported a position in Principal Financial Group in Q2 2013 and has held it in 15 quarters since.
  • 892 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Virginia Retirement Systems's 13F filing for Q4 2025, filed 4 Feb 2026.