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Alberta Investment Management Corp (AIMCo)’s Principal Financial Group PFG Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
Q4 		– Sell
-18,942
Closed -$1.37M – 1196
2022
Q3 		$1.37M Buy
+18,942
New +$1.36M 0.01% 818
2021
Q2 		– Sell
-37,900
Closed -$2.27M – 989
2021
Q1 		$2.27M Hold
37,900
– – 0.02% 513
2020
Q4 		$1.88M Sell
37,900
-59,100
-61% -$2.71M 0.02% 538
2020
Q3 		$3.91M Hold
97,000
– – 0.04% 410
2020
Q2 		$4.03M Buy
97,000
+87,000
+870% +$3.17M 0.05% 396
2020
Q1 		$313K Sell
10,000
-158,700
-94% -$7.51M 0.01% 810
2019
Q4 		$9.28M Sell
168,700
-57,000
-25% -$3.12M 0.08% 246
2019
Q3 		$12.9M Buy
225,700
+89,200
+65% +$5.02M 0.12% 164
2019
Q2 		$7.91M Buy
136,500
+32,700
+32% +$1.8M 0.07% 254
2019
Q1 		$5.21M Hold
103,800
– – 0.05% 309
2018
Q4 		$4.58M Buy
103,800
+69,400
+202% +$3.42M 0.05% 295
2018
Q3 		$2.02M Buy
+34,400
New +$1.92M 0.02% 484
2018
Q2 		– Sell
-33,400
Closed -$2.03M – 873
2018
Q1 		$2.03M Sell
33,400
-90,400
-73% -$5.95M 0.02% 445
2017
Q4 		$8.73M Buy
+123,800
New +$8.53M 0.08% 242
2017
Q2 		– Sell
-30,100
Closed -$1.9M – 814
2017
Q1 		$1.9M Sell
30,100
-5,800
-16% -$354K 0.02% 446
2016
Q4 		$2.08M Sell
35,900
-20,500
-36% -$1.15M 0.02% 451
2016
Q3 		$2.9M Sell
56,400
-3,600
-6% -$168K 0.03% 373
2016
Q2 		$2.47M Buy
+60,000
New +$2.53M 0.03% 381

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s PFG Position: Q4 2022 in Review

Alberta Investment Management Corp (AIMCo) sold out of Principal Financial Group (PFG) in Q4 2022, closing a stake of 18,942 shares — an estimated $1.37M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in PFG in Q2 2016 and held it in 18 quarters. The position peaked at $12.9M in Q3 2019. 782 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

  • Alberta Investment Management Corp (AIMCo) reported no remaining Principal Financial Group position as of Q4 2022 after selling out during the quarter.
  • Alberta Investment Management Corp (AIMCo) sold 18,942 Principal Financial Group shares in Q4 2022, an estimated $1.37M.
  • Alberta Investment Management Corp (AIMCo) first reported a position in Principal Financial Group in Q2 2016 and held it in 18 quarters.
  • Alberta Investment Management Corp (AIMCo)'s Principal Financial Group position peaked at $12.9M in Q3 2019.
  • 782 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q4 2022, filed 14 Feb 2023.