Align Wealth Management’s Principal Financial Group PFG Stock Holding History

Align Wealth 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
2022 Q4	$32.5K	Buy	+450	New	+$38.6K	0.03%	85

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Align Wealth Management's PFG Position: Q4 2022 in Review

Align Wealth Management opened a new position in Principal Financial Group (PFG) in Q4 2022: 450 shares worth $32.5K. The stake represents 0.03% of the portfolio and ranks #85 among its holdings.

782 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

Align Wealth Management held 450 shares of Principal Financial Group worth $32.5K as of Q4 2022.
Principal Financial Group was a new Align Wealth Management position in Q4 2022.
Principal Financial Group made up 0.03% of Align Wealth Management's portfolio in Q4 2022, its #85 holding.
782 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.