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AJO LP’s Principal Financial Group PFG Stock Holding History

AJO LP’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
2020
Q4 		– Sell
-1,106,954
Closed -$44.6M – 551
2020
Q3 		$44.6M Sell
1,106,954
-279,286
-20% -$11.9M 0.47% 64
2020
Q2 		$57.6M Buy
1,386,240
+212,979
+18% +$7.77M 0.53% 56
2020
Q1 		$36.8M Sell
1,173,261
-225,014
-16% -$10.6M 0.33% 94
2019
Q4 		$76.9M Sell
1,398,275
-148,174
-10% -$8.11M 0.45% 75
2019
Q3 		$88.4M Buy
1,546,449
+58,769
+4% +$3.31M 0.51% 66
2019
Q2 		$86.2M Buy
+1,487,680
New +$82M 0.45% 76
2018
Q2 		– Sell
-18,785
Closed -$1.14M – 699
2018
Q1 		$1.14M Sell
18,785
-25,766
-58% -$1.7M 0.01% 501
2017
Q4 		$3.14M Sell
44,551
-14,511
-25% -$1,000K 0.01% 391
2017
Q3 		$3.8M Buy
+59,062
New +$3.8M 0.02% 347

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Northern Trust
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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AJO LP's PFG Position: Q4 2020 in Review

AJO LP sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 1,106,954 shares — an estimated $44.6M sold.

AJO LP first reported a position in PFG in Q3 2017 and held it in 9 quarters. The position peaked at $88.4M in Q3 2019. 619 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

  • AJO LP reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 1,106,954 Principal Financial Group shares in Q4 2020, an estimated $44.6M.
  • AJO LP first reported a position in Principal Financial Group in Q3 2017 and held it in 9 quarters.
  • AJO LP's Principal Financial Group position peaked at $88.4M in Q3 2019.
  • 619 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.