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Alpha Paradigm Partners’s Principal Financial Group PFG Stock Holding History

Alpha Paradigm Partners’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 		$646K Sell
7,700
-2,135
-22% -$183K 0.27% 132
2022
Q3 		$710K Buy
9,835
+2,854
+41% +$205K 0.31% 103
2022
Q2 		$466K Buy
6,981
+6,559
+1,554% +$461K 0.19% 194
2022
Q1 		$31K Buy
+422
New +$30.6K 0.01% 498

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

Alpha Paradigm Partners's PFG Position: Q4 2022 in Review

Alpha Paradigm Partners reduced its Principal Financial Group (PFG) stake by 22% in Q4 2022, selling an estimated $183K and leaving 7,700 shares worth $646K. The position accounts for 0.27% of the portfolio, ranked #132.

Alpha Paradigm Partners first reported a position in PFG in Q1 2022 and has held it in 4 quarters since. The position peaked at $710K in Q3 2022. 782 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

  • Alpha Paradigm Partners held 7,700 shares of Principal Financial Group worth $646K as of Q4 2022.
  • Alpha Paradigm Partners sold 2,135 Principal Financial Group shares in Q4 2022, an estimated $183K.
  • Principal Financial Group made up 0.27% of Alpha Paradigm Partners's portfolio in Q4 2022, its #132 holding.
  • Alpha Paradigm Partners first reported a position in Principal Financial Group in Q1 2022 and has held it in 4 quarters since.
  • Alpha Paradigm Partners's Principal Financial Group position peaked at $710K in Q3 2022.
  • 782 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Alpha Paradigm Partners's 13F filing for Q4 2022, filed 13 Feb 2023.