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Aperio Group’s Principal Financial Group PFG Stock Holding History

Aperio Group’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
2020
Q4 		$12.1M Buy
243,885
+1,863
+0.8% +$85.3K 0.04% 475
2020
Q3 		$9.75M Buy
242,022
+12,526
+5% +$534K 0.03% 489
2020
Q2 		$9.53M Buy
229,496
+8,231
+4% +$300K 0.04% 474
2020
Q1 		$6.93M Sell
221,265
-29,444
-12% -$1.39M 0.03% 531
2019
Q4 		$13.8M Sell
250,709
-6,590
-3% -$361K 0.05% 405
2019
Q3 		$14.7M Buy
257,299
+9,658
+4% +$544K 0.06% 361
2019
Q2 		$14.3M Buy
247,641
+9,089
+4% +$501K 0.06% 360
2019
Q1 		$12M Buy
238,552
+7,120
+3% +$353K 0.05% 396
2018
Q4 		$10.2M Buy
231,432
+18,695
+9% +$920K 0.05% 398
2018
Q3 		$12.5M Buy
212,737
+14,301
+7% +$797K 0.06% 372
2018
Q2 		$10.5M Sell
198,436
-4,620
-2% -$268K 0.05% 416
2018
Q1 		$12.4M Sell
203,056
-1,029
-0.5% -$67.7K 0.06% 364
2017
Q4 		$14.4M Buy
204,085
+1,933
+1% +$133K 0.07% 314
2017
Q3 		$13M Buy
202,152
+6,107
+3% +$393K 0.07% 319
2017
Q2 		$12.6M Buy
196,045
+13,902
+8% +$882K 0.08% 308
2017
Q1 		$11.5M Sell
182,143
-4,756
-3% -$290K 0.08% 302
2016
Q4 		$10.8M Sell
186,899
-5,600
-3% -$314K 0.08% 283
2016
Q3 		$9.92M Buy
192,499
+11,005
+6% +$515K 0.07% 322
2016
Q2 		$7.46M Buy
181,494
+10,501
+6% +$443K 0.06% 370
2016
Q1 		$6.75M Buy
170,993
+45,853
+37% +$1.76M 0.06% 385
2015
Q4 		$5.63M Sell
125,140
-17,717
-12% -$865K 0.05% 423
2015
Q3 		$6.76M Buy
142,857
+13,120
+10% +$680K 0.07% 338
2015
Q2 		$6.65M Buy
129,737
+8,916
+7% +$463K 0.07% 330
2015
Q1 		$6.21M Buy
120,821
+7,083
+6% +$356K 0.07% 343
2014
Q4 		$5.91M Buy
113,738
+2,579
+2% +$134K 0.07% 335
2014
Q3 		$5.83M Buy
111,159
+5,713
+5% +$299K 0.08% 317
2014
Q2 		$5.32M Buy
105,446
+5,557
+6% +$262K 0.08% 314
2014
Q1 		$4.59M Buy
+99,889
New +$4.57M 0.06% 400
2013
Q4 		– Sell
-94,049
Closed -$4.47M – 338
2013
Q3 		$4.03M Buy
94,049
+14,056
+18% +$586K 0.08% 329
2013
Q2 		$3M Buy
+79,993
New +$2.93M 0.07% 360

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
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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Aperio Group's PFG Position: Q4 2020 in Review

Aperio Group increased its Principal Financial Group (PFG) stake by 0.77% in Q4 2020, buying an estimated $85.3K and bringing the position to 243,885 shares worth $12.1M. The position accounts for 0.04% of the portfolio, ranked #475.

Aperio Group first reported a position in PFG in Q2 2013 and has held it in 30 quarters since. The position peaked at $14.7M in Q3 2019. 620 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

  • Aperio Group held 243,885 shares of Principal Financial Group worth $12.1M as of Q4 2020.
  • Aperio Group bought 1,863 Principal Financial Group shares in Q4 2020, an estimated $85.3K.
  • Principal Financial Group made up 0.04% of Aperio Group's portfolio in Q4 2020, its #475 holding.
  • Aperio Group first reported a position in Principal Financial Group in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Principal Financial Group position peaked at $14.7M in Q3 2019.
  • 620 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.