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

abrdn 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
2015 Q1	–	Sell	-23,661	Closed	-$1.23M	–	366
2014 Q4	$1.23M	Sell	23,661 -221	-0.9%	-$11.5K	﹤0.01%	236
2014 Q3	$1.25M	Sell	23,882 -154	-0.6%	-$8.06K	﹤0.01%	267
2014 Q2	$1.21M	Sell	24,036 -568	-2%	-$26.7K	0.01%	270
2014 Q1	$1.13M	Buy	24,604 +12,576	+105%	+$576K	0.01%	243
2013 Q4	$593K	Buy	12,028 +295	+3%	+$14K	﹤0.01%	361
2013 Q3	$502K	Sell	11,733 -213	-2%	-$8.88K	﹤0.01%	379
2013 Q2	$447K	Buy	+11,946	New	+$437K	﹤0.01%	372

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

abrdn Investment Management's PFG Position: Q1 2015 in Review

abrdn Investment Management sold out of Principal Financial Group (PFG) in Q1 2015, closing a stake of 23,661 shares — an estimated $1.23M sold.

abrdn Investment Management first reported a position in PFG in Q2 2013 and held it in 7 quarters. The position peaked at $1.25M in Q3 2014. 415 funds tracked by Wall St. Rank hold PFG as of Q1 2015.

abrdn Investment Management reported no remaining Principal Financial Group position as of Q1 2015 after selling out during the quarter.
abrdn Investment Management sold 23,661 Principal Financial Group shares in Q1 2015, an estimated $1.23M.
abrdn Investment Management first reported a position in Principal Financial Group in Q2 2013 and held it in 7 quarters.
abrdn Investment Management's Principal Financial Group position peaked at $1.25M in Q3 2014.
415 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2015.

Based on abrdn Investment Management's 13F filing for Q1 2015, filed 15 May 2015.