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Advisor Partners’s Principal Financial Group PFG Stock Holding History

Advisor Partners’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
2022
Q2 		$880K Buy
13,178
+1,095
+9% +$77K 0.06% 323
2022
Q1 		$887K Sell
12,083
-1,203
-9% -$87.1K 0.06% 333
2021
Q4 		$961K Buy
13,286
+1,332
+11% +$93K 0.06% 313
2021
Q3 		$771K Sell
11,954
-184
-2% -$11.8K 0.05% 355
2021
Q2 		$767K Sell
12,138
-20
-0.2% -$1.28K 0.05% 367
2021
Q1 		$729K Sell
12,158
-144
-1% -$8.03K 0.05% 370
2020
Q4 		$610K Sell
12,302
-100
-0.8% -$4.58K 0.05% 388
2020
Q3 		$500K Sell
12,402
-589
-5% -$25.1K 0.04% 391
2020
Q2 		$539K Buy
12,991
+5,556
+75% +$203K 0.05% 345
2020
Q1 		$232K Sell
7,435
-3,983
-35% -$188K 0.03% 503
2019
Q4 		$630K Sell
11,418
-103
-0.9% -$5.64K 0.07% 295
2019
Q3 		$658K Buy
11,521
+1,004
+10% +$56.5K 0.08% 265
2019
Q2 		$609K Buy
10,517
+74
+0.7% +$4.08K 0.07% 268
2019
Q1 		$524K Buy
10,443
+261
+3% +$12.9K 0.07% 289
2018
Q4 		$450K Buy
10,182
+4,190
+70% +$206K 0.07% 294
2018
Q3 		$351K Buy
5,992
+462
+8% +$25.8K 0.05% 397
2018
Q2 		$293K Sell
5,530
-90
-2% -$5.23K 0.05% 422
2018
Q1 		$342K Sell
5,620
-590
-10% -$38.8K 0.06% 355
2017
Q4 		$460K Buy
6,210
+281
+5% +$19.4K 0.08% 289
2017
Q3 		$381K Sell
5,929
-358
-6% -$23K 0.07% 296
2017
Q2 		$403K Buy
6,287
+366
+6% +$23.2K 0.09% 267
2017
Q1 		$374K Sell
5,921
-181
-3% -$11K 0.1% 259
2016
Q4 		$353K Buy
6,102
+427
+8% +$23.9K 0.11% 240
2016
Q3 		$292K Buy
5,675
+410
+8% +$19.2K 0.1% 262
2016
Q2 		$216K Buy
5,265
+10
+0.2% +$422 0.08% 332
2016
Q1 		$207K Buy
+5,255
New +$202K 0.08% 318

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advisor Partners's PFG Position: Q2 2022 in Review

Advisor Partners increased its Principal Financial Group (PFG) stake by 9.1% in Q2 2022, buying an estimated $77K and bringing the position to 13,178 shares worth $880K. The position accounts for 0.06% of the portfolio, ranked #323.

Advisor Partners first reported a position in PFG in Q1 2016 and has held it in 26 quarters since. The position peaked at $961K in Q4 2021. 690 funds tracked by Wall St. Rank hold PFG as of Q2 2022.

  • Advisor Partners held 13,178 shares of Principal Financial Group worth $880K as of Q2 2022.
  • Advisor Partners bought 1,095 Principal Financial Group shares in Q2 2022, an estimated $77K.
  • Principal Financial Group made up 0.06% of Advisor Partners's portfolio in Q2 2022, its #323 holding.
  • Advisor Partners first reported a position in Principal Financial Group in Q1 2016 and has held it in 26 quarters since.
  • Advisor Partners's Principal Financial Group position peaked at $961K in Q4 2021.
  • 690 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.