WCM Investment Management
PFG icon

WCM Investment Management’s Principal Financial Group PFG Stock Holding History

WCM 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
Q2 		– Sell
-7,023
Closed -$583K – 272
2025
Q1 		$583K Buy
7,023
+479
+7% +$39.8K ﹤0.01% 249
2024
Q4 		$505K Buy
6,544
+3,463
+112% +$292K ﹤0.01% 267
2024
Q3 		$265K Buy
+3,081
New +$249K ﹤0.01% 276

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM Investment Management's PFG Position: Q2 2025 in Review

WCM Investment Management sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 7,023 shares — an estimated $583K sold.

WCM Investment Management first reported a position in PFG in Q3 2024 and held it in 3 quarters. The position peaked at $583K in Q1 2025. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • WCM Investment Management reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • WCM Investment Management sold 7,023 Principal Financial Group shares in Q2 2025, an estimated $583K.
  • WCM Investment Management first reported a position in Principal Financial Group in Q3 2024 and held it in 3 quarters.
  • WCM Investment Management's Principal Financial Group position peaked at $583K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.