American State Bank (Iowa)’s Principal Financial Group PFG Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-614	Closed	-$48.3K	–	259
2023 Q4	$48.3K	Buy	614 +131	+27%	+$9.49K	0.03%	203
2023 Q3	$34.8K	Hold	483	–	–	0.03%	213
2023 Q2	$36.6K	Sell	483 -34	-7%	-$2.45K	0.03%	213
2023 Q1	$38.4K	Sell	517 -33	-6%	-$2.8K	0.03%	213
2022 Q4	$46.2K	Buy	550 +164	+42%	+$14.1K	0.04%	203
2022 Q3	$27.9K	Buy	386 +186	+93%	+$13.4K	0.02%	225
2022 Q2	$13.4K	Hold	200	–	–	0.01%	243
2022 Q1	$14.7K	Hold	200	–	–	0.01%	242
2021 Q4	$14.5K	Hold	200	–	–	0.01%	241
2021 Q3	$12.9K	Hold	200	–	–	0.01%	244
2021 Q2	$12.6K	Hold	200	–	–	0.01%	249
2021 Q1	$12K	Hold	200	–	–	0.01%	245
2020 Q4	$9.92K	Buy	+200	New	+$9.16K	0.01%	240

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 $3.38T AUM 44.17% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

American State Bank (Iowa)'s PFG Position: Q1 2024 in Review

American State Bank (Iowa) sold out of Principal Financial Group (PFG) in Q1 2024, closing a stake of 614 shares — an estimated $48.3K sold.

American State Bank (Iowa) first reported a position in PFG in Q4 2020 and held it in 13 quarters. The position peaked at $48.3K in Q4 2023. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

American State Bank (Iowa) reported no remaining Principal Financial Group position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 614 Principal Financial Group shares in Q1 2024, an estimated $48.3K.
American State Bank (Iowa) first reported a position in Principal Financial Group in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s Principal Financial Group position peaked at $48.3K in Q4 2023.
765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.