Baldrige Asset Management’s Principal Financial Group PFG Stock Holding History

Baldrige Asset Management’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
2023 Q1	$1K	Buy	+16	New	+$1.36K	﹤0.01%	375

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baldrige Asset Management's PFG Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in Principal Financial Group (PFG) in Q1 2023: 16 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #375 among its holdings.

743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

Baldrige Asset Management held 16 shares of Principal Financial Group worth $1K as of Q1 2023.
Principal Financial Group was a new Baldrige Asset Management position in Q1 2023.
Principal Financial Group made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #375 holding.
743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.