AAMU
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Amundi Asset Management US’s Principal Financial Group PFG Stock Holding History

Amundi Asset Management US’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
Q1 		$35.9M Buy
598,961
+218,881
+58% +$12.2M 0.03% 513
2020
Q4 		$18.9M Buy
380,080
+31,375
+9% +$1.44M 0.02% 652
2020
Q3 		$14M Buy
348,705
+69,333
+25% +$2.96M 0.01% 644
2020
Q2 		$11.6M Buy
279,372
+144,678
+107% +$5.28M 0.01% 657
2020
Q1 		$4.06M Sell
134,694
-92,326
-41% -$4.37M 0.01% 793
2019
Q4 		$12.5M Buy
227,020
+101,664
+81% +$5.56M 0.01% 695
2019
Q3 		$7.16M Sell
125,356
-11,134
-8% -$627K 0.01% 770
2019
Q2 		$10.7M Sell
136,490
-913,010
-87% -$50.3M 0.01% 770
2019
Q1 		$52.7M Sell
1,049,500
-130,113
-11% -$6.45M 0.07% 269
2018
Q4 		$52.1K Buy
1,179,613
+666,657
+130% +$32.8M 0.05% 250
2018
Q3 		$30.1M Buy
512,956
+12,239
+2% +$682K 0.04% 424
2018
Q2 		$26.5M Buy
500,717
+18,790
+4% +$1.09M 0.04% 432
2018
Q1 		$29.4M Sell
481,927
-15,333
-3% -$1.01M 0.05% 382
2017
Q4 		$35.1M Buy
+497,260
New +$34.3M 0.05% 328

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Amundi Asset Management US's PFG Position: Q1 2021 in Review

Amundi Asset Management US increased its Principal Financial Group (PFG) stake by 58% in Q1 2021, buying an estimated $12.2M and bringing the position to 598,961 shares worth $35.9M. The position accounts for 0.03% of the portfolio, ranked #513.

Amundi Asset Management US first reported a position in PFG in Q4 2017 and has held it in 14 quarters since. The position peaked at $52.7M in Q1 2019. 645 funds tracked by Wall St. Rank hold PFG as of Q1 2021.

  • Amundi Asset Management US held 598,961 shares of Principal Financial Group worth $35.9M as of Q1 2021.
  • Amundi Asset Management US bought 218,881 Principal Financial Group shares in Q1 2021, an estimated $12.2M.
  • Principal Financial Group made up 0.03% of Amundi Asset Management US's portfolio in Q1 2021, its #513 holding.
  • Amundi Asset Management US first reported a position in Principal Financial Group in Q4 2017 and has held it in 14 quarters since.
  • Amundi Asset Management US's Principal Financial Group position peaked at $52.7M in Q1 2019.
  • 645 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2021.

Based on Amundi Asset Management US's 13F filing for Q1 2021, filed 17 May 2021.