Virtus ETF Advisers’s Principal Financial Group PFG Stock Holding History

Virtus ETF Advisers’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 Q1	–	Sell	-13,623	Closed	-$1.05M	–	687
2024 Q4	$1.05M	Buy	+13,623	New	+$1.15M	0.43%	112
2023 Q4	–	Sell	-8,928	Closed	-$643K	–	456
2023 Q3	$643K	Sell	8,928 -1,248	-12%	-$96.9K	0.39%	131
2023 Q2	$772K	Buy	10,176 +242	+2%	+$17.4K	0.46%	80
2023 Q1	$738K	Buy	9,934 +133	+1%	+$11.3K	0.41%	121
2022 Q4	$823K	Buy	+9,801	New	+$841K	0.43%	62
2020 Q2	–	Sell	-310	Closed	-$10K	–	484
2020 Q1	$10K	Sell	310 -160	-34%	-$7.57K	﹤0.01%	385
2019 Q4	$26K	Sell	470 -132	-22%	-$7.22K	﹤0.01%	331
2019 Q3	$34K	Hold	602	–	–	0.01%	309
2019 Q2	$35K	Buy	602 +254	+73%	+$14K	0.01%	310
2019 Q1	$17K	Hold	348	–	–	0.04%	135
2018 Q4	$15K	Hold	348	–	–	﹤0.01%	262
2018 Q3	$20K	Hold	348	–	–	﹤0.01%	273
2018 Q2	$18K	Hold	348	–	–	0.02%	219
2018 Q1	$21K	Hold	348	–	–	0.02%	185
2017 Q4	$25K	Buy	+348	New	+$24K	0.03%	168

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Virtus ETF Advisers's PFG Position: Q1 2025 in Review

Virtus ETF Advisers sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 13,623 shares — an estimated $1.05M sold.

Virtus ETF Advisers first reported a position in PFG in Q4 2017 and held it in 15 quarters. The position peaked at $1.05M in Q4 2024. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

Virtus ETF Advisers reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
Virtus ETF Advisers sold 13,623 Principal Financial Group shares in Q1 2025, an estimated $1.05M.
Virtus ETF Advisers first reported a position in Principal Financial Group in Q4 2017 and held it in 15 quarters.
Virtus ETF Advisers's Principal Financial Group position peaked at $1.05M in Q4 2024.
841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.