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Advisory Alpha’s Principal Financial Group PFG Stock Holding History

Advisory Alpha’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
Q4 		– Sell
-2,587
Closed -$222K – 453
2024
Q3 		$222K Buy
2,587
+1
+0% +$81 0.01% 386
2024
Q2 		$203K Sell
2,586
-156
-6% -$12.7K 0.01% 381
2024
Q1 		$237K Buy
+2,742
New +$220K 0.01% 349
2020
Q4 		– Sell
-94
Closed -$4K – 494
2020
Q3 		$4K Buy
+94
New +$4.01K ﹤0.01% 552
2020
Q2 		– Sell
-94
Closed -$2.77K – 461
2020
Q1 		$2.77K Hold
94
– – ﹤0.01% 567
2019
Q4 		$5.27K Sell
94
-15
-14% -$821 ﹤0.01% 573
2019
Q3 		$5.81K Buy
+109
New +$6.14K ﹤0.01% 518
2019
Q2 		– Sell
-50
Closed -$2.79K – 487
2019
Q1 		$2.79K Buy
+50
New +$2.48K ﹤0.01% 524

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 $3.37T AUM 44.26% 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

Advisory Alpha's PFG Position: Q4 2024 in Review

Advisory Alpha sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 2,587 shares — an estimated $222K sold.

Advisory Alpha first reported a position in PFG in Q1 2019 and held it in 8 quarters. The position peaked at $237K in Q1 2024. 786 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Advisory Alpha reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Advisory Alpha sold 2,587 Principal Financial Group shares in Q4 2024, an estimated $222K.
  • Advisory Alpha first reported a position in Principal Financial Group in Q1 2019 and held it in 8 quarters.
  • Advisory Alpha's Principal Financial Group position peaked at $237K in Q1 2024.
  • 786 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Advisory Alpha's 13F filing for Q4 2024, filed 17 Jan 2025.