VIA
PFG icon

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

Virtus Investment 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
2026
Q1 		$1.85M Buy
+20,576
New +$1.88M 0.51% 50
2018
Q1 		– Sell
-16,164
Closed -$1.14M – 329
2017
Q4 		$1.14M Sell
16,164
-1,407
-8% -$96.9K 0.12% 195
2017
Q3 		$1.13M Sell
17,571
-887
-5% -$57.1K 0.12% 208
2017
Q2 		$1.18M Sell
18,458
-3,147
-15% -$200K 0.12% 205
2017
Q1 		$1.36M Sell
21,605
-2,880
-12% -$176K 0.12% 204
2016
Q4 		$1.42M Buy
24,485
+22,270
+1,005% +$1.25M 0.11% 220
2016
Q3 		$114K Buy
+2,215
New +$104K 0.01% 486

Other funds holding PFG

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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