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Altshuler Shaham’s Principal Financial Group PFG Stock Holding History

Altshuler Shaham’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
2021
Q3 		– Sell
-109
Closed -$7K – 635
2021
Q2 		$7K Buy
+109
New +$6.97K ﹤0.01% 568
2020
Q2 		– Sell
-5
Closed – – 517
2020
Q1 		$0 Hold
5
– – ﹤0.01% 576
2019
Q4 		$0 Hold
5
– – ﹤0.01% 593
2019
Q3 		$0 Buy
+5
New +$281 ﹤0.01% 528

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Altshuler Shaham's PFG Position: Q3 2021 in Review

Altshuler Shaham sold out of Principal Financial Group (PFG) in Q3 2021, closing a stake of 109 shares — an estimated $7K sold.

Altshuler Shaham first reported a position in PFG in Q3 2019 and held it in 4 quarters. The position peaked at $7K in Q2 2021. 622 funds tracked by Wall St. Rank hold PFG as of Q3 2021.

  • Altshuler Shaham reported no remaining Principal Financial Group position as of Q3 2021 after selling out during the quarter.
  • Altshuler Shaham sold 109 Principal Financial Group shares in Q3 2021, an estimated $7K.
  • Altshuler Shaham first reported a position in Principal Financial Group in Q3 2019 and held it in 4 quarters.
  • Altshuler Shaham's Principal Financial Group position peaked at $7K in Q2 2021.
  • 622 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.