Wellington Management Group’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.95M | Sell |
112,650
-1,957,923
| -95% | -$156M | ﹤0.01% | 1235 |
|
|
2025
Q1 | $175M | Sell |
2,070,573
-2,121,265
| -51% | -$179M | 0.03% | 380 |
|
|
2024
Q4 | $324M | Sell |
4,191,838
-179,405
| -4% | -$13.9M | 0.06% | 264 |
|
|
2024
Q3 | $375M | Sell |
4,371,243
-63,152
| -1% | -$5.42M | 0.07% | 251 |
|
|
2024
Q2 | $348M | Sell |
4,434,395
-48,846
| -1% | -$3.83M | 0.06% | 265 |
|
|
2024
Q1 | $387M | Buy |
4,483,241
+114,231
| +3% | +$9.86M | 0.07% | 268 |
|
|
2023
Q4 | $344M | Sell |
4,369,010
-54,965
| -1% | -$4.32M | 0.06% | 282 |
|
|
2023
Q3 | $319M | Buy |
4,423,975
+575,646
| +15% | +$41.5M | 0.06% | 275 |
|
|
2023
Q2 | $292M | Buy |
3,848,329
+870,872
| +29% | +$66M | 0.06% | 313 |
|
|
2023
Q1 | $221M | Sell |
2,977,457
-56,968
| -2% | -$4.23M | 0.04% | 374 |
|
|
2022
Q4 | $255M | Sell |
3,034,425
-1,289,922
| -30% | -$108M | 0.05% | 337 |
|
|
2022
Q3 | $312M | Buy |
4,324,347
+356,299
| +9% | +$25.7M | 0.07% | 272 |
|
|
2022
Q2 | $265M | Buy |
3,968,048
+1,831,350
| +86% | +$122M | 0.05% | 305 |
|
|
2022
Q1 | $157M | Buy |
2,136,698
+209,370
| +11% | +$15.4M | 0.03% | 470 |
|
|
2021
Q4 | $139M | Buy |
1,927,328
+716
| +0% | +$51.8K | 0.02% | 546 |
|
|
2021
Q3 | $124M | Sell |
1,926,612
-633
| -0% | -$40.8K | 0.02% | 562 |
|
|
2021
Q2 | $122M | Sell |
1,927,245
-1,315,181
| -41% | -$83.1M | 0.02% | 579 |
|
|
2021
Q1 | $194M | Buy |
3,242,426
+36,815
| +1% | +$2.21M | 0.03% | 432 |
|
|
2020
Q4 | $159M | Sell |
3,205,611
-89,002
| -3% | -$4.42M | 0.03% | 470 |
|
|
2020
Q3 | $133M | Sell |
3,294,613
-38,070
| -1% | -$1.53M | 0.03% | 462 |
|
|
2020
Q2 | $138M | Buy |
3,332,683
+281,970
| +9% | +$11.7M | 0.03% | 442 |
|
|
2020
Q1 | $95.6M | Sell |
3,050,713
-3,587,766
| -54% | -$112M | 0.03% | 471 |
|
|
2019
Q4 | $365M | Sell |
6,638,479
-629,491
| -9% | -$34.6M | 0.08% | 257 |
|
|
2019
Q3 | $415M | Sell |
7,267,970
-321,770
| -4% | -$18.4M | 0.09% | 226 |
|
|
2019
Q2 | $440M | Sell |
7,589,740
-434,095
| -5% | -$25.1M | 0.1% | 222 |
|
|
2019
Q1 | $403M | Sell |
8,023,835
-1,222,501
| -13% | -$61.4M | 0.09% | 227 |
|
|
2018
Q4 | $408M | Buy |
9,246,336
+211,349
| +2% | +$9.34M | 0.1% | 205 |
|
|
2018
Q3 | $529M | Sell |
9,034,987
-144,644
| -2% | -$8.47M | 0.11% | 200 |
|
|
2018
Q2 | $486M | Sell |
9,179,631
-671,004
| -7% | -$35.5M | 0.11% | 205 |
|
|
2018
Q1 | $600M | Sell |
9,850,635
-1,548,684
| -14% | -$94.3M | 0.14% | 176 |
|
|
2017
Q4 | $804M | Sell |
11,399,319
-975,908
| -8% | -$68.9M | 0.18% | 141 |
|
|
2017
Q3 | $796M | Sell |
12,375,227
-672,318
| -5% | -$43.3M | 0.18% | 134 |
|
|
2017
Q2 | $836M | Sell |
13,047,545
-1,123,144
| -8% | -$72M | 0.2% | 124 |
|
|
2017
Q1 | $894M | Sell |
14,170,689
-2,817,337
| -17% | -$178M | 0.22% | 117 |
|
|
2016
Q4 | $983M | Sell |
16,988,026
-1,965,214
| -10% | -$114M | 0.25% | 102 |
|
|
2016
Q3 | $976M | Buy |
18,953,240
+829,146
| +5% | +$42.7M | 0.24% | 102 |
|
|
2016
Q2 | $745M | Buy |
18,124,094
+1,048,763
| +6% | +$43.1M | 0.19% | 122 |
|
|
2016
Q1 | $674M | Sell |
17,075,331
-2,750,567
| -14% | -$109M | 0.18% | 130 |
|
|
2015
Q4 | $892M | Buy |
19,825,898
+559,329
| +3% | +$25.2M | 0.23% | 102 |
|
|
2015
Q3 | $912M | Buy |
19,266,569
+1,556,909
| +9% | +$73.7M | 0.25% | 95 |
|
|
2015
Q2 | $908M | Sell |
17,709,660
-97,613
| -0.5% | -$5.01M | 0.23% | 103 |
|
|
2015
Q1 | $915M | Buy |
17,807,273
+1,045,764
| +6% | +$53.7M | 0.24% | 94 |
|
|
2014
Q4 | $871M | Buy |
16,761,509
+1,491,514
| +10% | +$77.5M | 0.23% | 96 |
|
|
2014
Q3 | $801M | Buy |
15,269,995
+480,388
| +3% | +$25.2M | 0.22% | 102 |
|
|
2014
Q2 | $747M | Buy |
14,789,607
+5,539,853
| +60% | +$280M | 0.2% | 109 |
|
|
2014
Q1 | $425M | Sell |
9,249,754
-87,415
| -0.9% | -$4.02M | 0.12% | 188 |
|
|
2013
Q4 | $460M | Sell |
9,337,169
-1,119,220
| -11% | -$55.2M | 0.13% | 177 |
|
|
2013
Q3 | $448M | Sell |
10,456,389
-2,299,091
| -18% | -$98.4M | 0.14% | 171 |
|
|
2013
Q2 | $478M | Buy |
+12,755,480
| New | +$478M | 0.16% | 147 |
|