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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return