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Advisor Group’s Principal Financial Group PFG Stock Holding History

Advisor Group’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
2019
Q4 		$2.74M Sell
49,782
-7,545
-13% -$413K 0.02% 669
2019
Q3 		$3.28M Sell
57,327
-5,336
-9% -$300K 0.02% 568
2019
Q2 		$3.63M Buy
62,663
+5,192
+9% +$286K 0.03% 516
2019
Q1 		$2.88M Buy
57,471
+1,695
+3% +$84K 0.02% 570
2018
Q4 		$2.46M Buy
55,776
+2,149
+4% +$106K 0.02% 552
2018
Q3 		$3.14M Buy
53,627
+5,608
+12% +$313K 0.03% 477
2018
Q2 		$2.54M Buy
48,019
+4,733
+11% +$275K 0.04% 459
2018
Q1 		$2.64M Sell
43,286
-2,607
-6% -$172K 0.04% 456
2017
Q4 		$3.24M Buy
45,893
+1,155
+3% +$79.6K 0.04% 388
2017
Q3 		$2.88M Buy
44,738
+2,514
+6% +$162K 0.05% 373
2017
Q2 		$2.71M Buy
42,224
+3,159
+8% +$200K 0.05% 381
2017
Q1 		$2.46M Buy
39,065
+7,028
+22% +$429K 0.05% 386
2016
Q4 		$1.85M Buy
32,037
+24,930
+351% +$1.4M 0.04% 449
2016
Q3 		$366K Buy
7,107
+145
+2% +$6.78K 0.01% 1150
2016
Q2 		$283K Buy
+6,962
New +$294K 0.01% 1224

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisor Group's PFG Position: Q4 2019 in Review

Advisor Group reduced its Principal Financial Group (PFG) stake by 13% in Q4 2019, selling an estimated $413K and leaving 49,782 shares worth $2.74M. The position accounts for 0.02% of the portfolio, ranked #669.

Advisor Group first reported a position in PFG in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.63M in Q2 2019. 613 funds tracked by Wall St. Rank hold PFG as of Q4 2019.

  • Advisor Group held 49,782 shares of Principal Financial Group worth $2.74M as of Q4 2019.
  • Advisor Group sold 7,545 Principal Financial Group shares in Q4 2019, an estimated $413K.
  • Principal Financial Group made up 0.02% of Advisor Group's portfolio in Q4 2019, its #669 holding.
  • Advisor Group first reported a position in Principal Financial Group in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Principal Financial Group position peaked at $3.63M in Q2 2019.
  • 613 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.