AAM
PFG icon

Aberdeen Asset Management’s Principal Financial Group PFG Stock Holding History

Aberdeen Asset 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
2017
Q2 		$5.29M Buy
82,535
+11,315
+16% +$718K 0.02% 457
2017
Q1 		$4.5M Sell
71,220
-1,484
-2% -$90.5K 0.02% 468
2016
Q4 		$4.21M Sell
72,704
-3,813
-5% -$214K 0.02% 467
2016
Q3 		$3.94M Sell
76,517
-1,135
-1% -$53.1K 0.01% 473
2016
Q2 		$3.19M Sell
77,652
-607
-0.8% -$25.6K 0.01% 498
2016
Q1 		$3.09M Buy
78,259
+1,277
+2% +$49.1K 0.01% 499
2015
Q4 		$3.83M Buy
76,982
+4,970
+7% +$243K 0.01% 456
2015
Q3 		$3.41M Sell
72,012
-8,815
-11% -$457K 0.01% 439
2015
Q2 		$4.15M Sell
80,827
-4,410
-5% -$229K 0.01% 420
2015
Q1 		$4.38M Sell
85,237
-3,838
-4% -$193K 0.01% 404
2014
Q4 		$4.63M Sell
89,075
-29,963
-25% -$1.55M 0.01% 388
2014
Q3 		$6.25M Sell
119,038
-4,459
-4% -$233K 0.01% 379
2014
Q2 		$6.23M Buy
123,497
+97,297
+371% +$4.58M 0.01% 416
2014
Q1 		$1.21M Sell
26,200
-500
-2% -$22.9K ﹤0.01% 434
2013
Q4 		$1.31M Hold
26,700
– – ﹤0.01% 406
2013
Q3 		$1.14M Sell
26,700
-900
-3% -$37.5K ﹤0.01% 412
2013
Q2 		$1.03M Buy
+27,600
New +$1.01M ﹤0.01% 421

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Aberdeen Asset Management's PFG Position: Q2 2017 in Review

Aberdeen Asset Management increased its Principal Financial Group (PFG) stake by 16% in Q2 2017, buying an estimated $718K and bringing the position to 82,535 shares worth $5.29M. The position accounts for 0.02% of the portfolio, ranked #457.

Aberdeen Asset Management first reported a position in PFG in Q2 2013 and has held it in 17 quarters since. The position peaked at $6.25M in Q3 2014. 566 funds tracked by Wall St. Rank hold PFG as of Q2 2017.

  • Aberdeen Asset Management held 82,535 shares of Principal Financial Group worth $5.29M as of Q2 2017.
  • Aberdeen Asset Management bought 11,315 Principal Financial Group shares in Q2 2017, an estimated $718K.
  • Principal Financial Group made up 0.02% of Aberdeen Asset Management's portfolio in Q2 2017, its #457 holding.
  • Aberdeen Asset Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 17 quarters since.
  • Aberdeen Asset Management's Principal Financial Group position peaked at $6.25M in Q3 2014.
  • 566 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2017.

Based on Aberdeen Asset Management's 13F filing for Q2 2017, filed 10 Aug 2017.