5L
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55I LLC’s Principal Financial Group PFG Stock Holding History

55I LLC’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
2022
Q3 		$234K Buy
+3,251
New +$234K 0.01% 550

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

55I LLC's PFG Position: Q3 2022 in Review

55I LLC opened a new position in Principal Financial Group (PFG) in Q3 2022: 3,251 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #550 among its holdings.

705 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

  • 55I LLC held 3,251 shares of Principal Financial Group worth $234K as of Q3 2022.
  • Principal Financial Group was a new 55I LLC position in Q3 2022.
  • Principal Financial Group made up 0.01% of 55I LLC's portfolio in Q3 2022, its #550 holding.
  • 705 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.