AA
PFG icon

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 $5.72T AUM 30.48% 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 $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return