AQA
PFG icon

Alpha Quant Advisors’s Principal Financial Group PFG Stock Holding History

Alpha Quant Advisors’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
2019
Q1 		$581K Buy
11,583
+318
+3% +$15.8K 0.58% 75
2018
Q4 		$498K Buy
+11,265
New +$554K 0.52% 78

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alpha Quant Advisors's PFG Position: Q1 2019 in Review

Alpha Quant Advisors increased its Principal Financial Group (PFG) stake by 2.8% in Q1 2019, buying an estimated $15.8K and bringing the position to 11,583 shares worth $581K. The position accounts for 0.58% of the portfolio, ranked #75.

Alpha Quant Advisors first reported a position in PFG in Q4 2018 and has held it in 2 quarters since. 591 funds tracked by Wall St. Rank hold PFG as of Q1 2019.

  • Alpha Quant Advisors held 11,583 shares of Principal Financial Group worth $581K as of Q1 2019.
  • Alpha Quant Advisors bought 318 Principal Financial Group shares in Q1 2019, an estimated $15.8K.
  • Principal Financial Group made up 0.58% of Alpha Quant Advisors's portfolio in Q1 2019, its #75 holding.
  • Alpha Quant Advisors first reported a position in Principal Financial Group in Q4 2018 and has held it in 2 quarters since.
  • 591 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2019.

Based on Alpha Quant Advisors's 13F filing for Q1 2019, filed 8 May 2019.