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VEA
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
Shares
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
$5.72T AUM
30.48%
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
$1.37T AUM
24.88%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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