AIM
PFG icon

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

Achmea 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
2024
Q3 		– Sell
-49,543
Closed -$3.89M – 434
2024
Q2 		$3.89M Hold
49,543
– – 0.07% 241
2024
Q1 		$4.28M Sell
49,543
-9,673
-16% -$776K 0.08% 240
2023
Q4 		$4.66M Sell
59,216
-112,747
-66% -$8.17M 0.1% 226
2023
Q3 		$12.4M Sell
171,963
-21,220
-11% -$1.65M 0.27% 95
2023
Q2 		$14.7M Buy
193,183
+30,333
+19% +$2.19M 0.31% 80
2023
Q1 		$12.1M Buy
162,850
+36,461
+29% +$3.09M 0.35% 72
2022
Q4 		$9.94M Buy
126,389
+82,371
+187% +$7.07M 0.33% 72
2022
Q3 		$3.18M Buy
44,018
+23,222
+112% +$1.67M 0.11% 202
2022
Q2 		$1.39M Hold
20,796
– – 0.04% 353
2022
Q1 		$1.53M Buy
+20,796
New +$1.51M 0.04% 380
2021
Q4 		– Sell
-20,796
Closed -$1.34M – 485
2021
Q3 		$1.34M Buy
20,796
+504
+2% +$32.4K 0.04% 395
2021
Q2 		$1.28M Sell
20,292
-28,739
-59% -$1.84M 0.04% 387
2021
Q1 		$2.94M Hold
49,031
– – 0.1% 255
2020
Q4 		$2.43M Hold
49,031
– – 0.09% 276
2020
Q3 		$1.98M Buy
49,031
+21,766
+80% +$928K 0.08% 267
2020
Q2 		$1.13M Sell
27,265
-8,182
-23% -$298K 0.04% 229
2020
Q1 		$1.11M Buy
35,447
+19,299
+120% +$913K 0.05% 178
2019
Q4 		$888K Hold
16,148
– – 0.03% 383
2019
Q3 		$923K Hold
16,148
– – 0.04% 368
2019
Q2 		$935K Buy
16,148
+3,040
+23% +$168K 0.04% 387
2019
Q1 		$658K Buy
13,108
+9,116
+228% +$452K 0.03% 375
2018
Q4 		$176K Hold
3,992
– – 0.01% 425
2018
Q3 		$233K Sell
3,992
-6,872
-63% -$383K 0.01% 461
2018
Q2 		$575K Sell
10,864
-38,977
-78% -$2.26M 0.02% 436
2018
Q1 		$3.04M Sell
49,841
-47,135
-49% -$3.1M 0.1% 232
2017
Q4 		$6.84M Buy
96,976
+16,091
+20% +$1.11M 0.23% 107
2017
Q3 		$5.2M Buy
80,885
+12,097
+18% +$778K 0.29% 87
2017
Q2 		$4.41M Sell
68,788
-191
-0.3% -$12.1K 0.26% 93
2017
Q1 		$4.35M Buy
+68,979
New +$4.21M 0.2% 127

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Achmea Investment Management's PFG Position: Q3 2024 in Review

Achmea Investment Management sold out of Principal Financial Group (PFG) in Q3 2024, closing a stake of 49,543 shares — an estimated $3.89M sold.

Achmea Investment Management first reported a position in PFG in Q1 2017 and held it in 29 quarters. The position peaked at $14.7M in Q2 2023. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

  • Achmea Investment Management reported no remaining Principal Financial Group position as of Q3 2024 after selling out during the quarter.
  • Achmea Investment Management sold 49,543 Principal Financial Group shares in Q3 2024, an estimated $3.89M.
  • Achmea Investment Management first reported a position in Principal Financial Group in Q1 2017 and held it in 29 quarters.
  • Achmea Investment Management's Principal Financial Group position peaked at $14.7M in Q2 2023.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Achmea Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.