AM
PFG icon

AGF Management’s Principal Financial Group PFG Stock Holding History

AGF Management’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
Q1 		– Sell
-7,108
Closed -$559K – 748
2023
Q4 		$559K Sell
7,108
-187
-3% -$13.5K ﹤0.01% 615
2023
Q3 		$526K Hold
7,295
– – ﹤0.01% 625
2023
Q2 		$553K Sell
7,295
-5,498
-43% -$396K ﹤0.01% 602
2023
Q1 		$951K Buy
12,793
+7,569
+145% +$642K 0.01% 592
2022
Q4 		$438K Buy
+5,224
New +$448K ﹤0.01% 700

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

AGF Management's PFG Position: Q1 2024 in Review

AGF Management sold out of Principal Financial Group (PFG) in Q1 2024, closing a stake of 7,108 shares — an estimated $559K sold.

AGF Management first reported a position in PFG in Q4 2022 and held it in 5 quarters. The position peaked at $951K in Q1 2023. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • AGF Management reported no remaining Principal Financial Group position as of Q1 2024 after selling out during the quarter.
  • AGF Management sold 7,108 Principal Financial Group shares in Q1 2024, an estimated $559K.
  • AGF Management first reported a position in Principal Financial Group in Q4 2022 and held it in 5 quarters.
  • AGF Management's Principal Financial Group position peaked at $951K in Q1 2023.
  • 765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on AGF Management's 13F filing for Q1 2024, filed 13 May 2024.