PFG — PRINCIPAL FINANCIAL GROUP IN

Ownership history in XTX Topco Ltd · 5 quarters on record

This page tracks every 13F SEC filing in which XTX Topco Ltd reported a position in PRINCIPAL FINANCIAL GROUP IN (PFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

0.38% (2022 Q1)

Avg. % of fund

0.17%

First filed

2021 Q1

Last filed

2025 Q3

Quarters held

5

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	ADDED	22,815	+13,872	+155.1%	0.10%	$1.9M	$81.40
2024 Q2	ADDED	8,943	+4,755	+113.5%	0.06%	$702K	$73.56
2023 Q1	REDUCED	4,188	-7,552	-64.3%	0.07%	$311K	$66.67
2022 Q1	ADDED	11,740	+3,563	+43.6%	0.38%	$862K	$63.68

% of Fund (quarterly) PFG price (monthly, adj. close)

Other funds also holding PFG

As of 2025 Q4 — sorted by position size

DMKC Advisory Services, LLC 2.82% EDENTREE ASSET MANAGEMENT Ltd 2.57% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 2.43% Kerusso Capital Management LLC 2.07% Econ Financial Services Corp 3Y 7Y 1.99% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 1.74% NORTH STAR ASSET MANAGEMENT INC 3Y 7Y 1.38% CONNING INC. 3Y 7Y 1.09% Sound Income Strategies, LLC 3Y 7Y 1.02% GW HENSSLER & ASSOCIATES LTD 3Y 7Y 0.95%

← Back to XTX Topco Ltd Holdings