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American Portfolios Advisors’s Principal Financial Group PFG Stock Holding History

American Portfolios 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
2022
Q3 		$74.6K Buy
1,034
+522
+102% +$37.5K ﹤0.01% 1510
2022
Q2 		$34.2K Sell
512
-211
-29% -$14.8K ﹤0.01% 1973
2022
Q1 		$53.1K Buy
723
+74
+11% +$5.36K ﹤0.01% 1859
2021
Q4 		$46.9K Buy
649
+1
+0.2% +$70 ﹤0.01% 1898
2021
Q3 		$41.7K Buy
648
+64
+11% +$4.11K ﹤0.01% 1873
2021
Q2 		$36.9K Sell
584
-97
-14% -$6.2K ﹤0.01% 1888
2021
Q1 		$40.9K Buy
681
+2
+0.3% +$111 ﹤0.01% 1695
2020
Q4 		$33.7K Sell
679
-66
-9% -$3.02K ﹤0.01% 1569
2020
Q3 		$30K Buy
745
+355
+91% +$15.1K ﹤0.01% 1513
2020
Q2 		$16.2K Sell
390
-365
-48% -$13.3K ﹤0.01% 1734
2020
Q1 		$23.7K Sell
755
-872
-54% -$41.3K ﹤0.01% 1468
2019
Q4 		$89.5K Sell
1,627
-417
-20% -$22.8K 0.01% 1088
2019
Q3 		$117K Sell
2,044
-817
-29% -$46K 0.01% 934
2019
Q2 		$166K Buy
2,861
+2,575
+900% +$142K 0.01% 787
2019
Q1 		$14.4K Sell
286
-30
-9% -$1.49K ﹤0.01% 1697
2018
Q4 		$14K Sell
316
-3,192
-91% -$157K ﹤0.01% 1507
2018
Q3 		$206K Sell
3,508
-804
-19% -$44.8K 0.02% 568
2018
Q2 		$228K Buy
4,312
+4,054
+1,571% +$236K 0.03% 497
2018
Q1 		$15.7K Sell
258
-49
-16% -$3.22K ﹤0.01% 1469
2017
Q4 		$21.6K Buy
+307
New +$21.1K ﹤0.01% 1289

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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 $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

American Portfolios Advisors's PFG Position: Q3 2022 in Review

American Portfolios Advisors increased its Principal Financial Group (PFG) stake by 102% in Q3 2022, buying an estimated $37.5K and bringing the position to 1,034 shares worth $74.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

American Portfolios Advisors first reported a position in PFG in Q4 2017 and has held it in 20 quarters since. The position peaked at $228K in Q2 2018. 706 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

  • American Portfolios Advisors held 1,034 shares of Principal Financial Group worth $74.6K as of Q3 2022.
  • American Portfolios Advisors bought 522 Principal Financial Group shares in Q3 2022, an estimated $37.5K.
  • Principal Financial Group made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1510 holding.
  • American Portfolios Advisors first reported a position in Principal Financial Group in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Principal Financial Group position peaked at $228K in Q2 2018.
  • 706 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.