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Banque Pictet & Cie’s Principal Financial Group PFG Stock Holding History

Banque Pictet & Cie’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
Q4 		– Sell
-20,081
Closed -$1.45M – 444
2023
Q3 		$1.45M Sell
20,081
-10,294
-34% -$799K 0.02% 230
2023
Q2 		$2.3M Buy
30,375
+13,875
+84% +$1M 0.02% 232
2023
Q1 		$1.23M Sell
16,500
-5,563
-25% -$472K 0.01% 343
2022
Q4 		$1.85M Sell
22,063
-1,042
-5% -$89.4K 0.02% 299
2022
Q3 		$1.67M Buy
+23,105
New +$1.66M 0.02% 317

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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Banque Pictet & Cie's PFG Position: Q4 2023 in Review

Banque Pictet & Cie sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 20,081 shares — an estimated $1.45M sold.

Banque Pictet & Cie first reported a position in PFG in Q3 2022 and held it in 5 quarters. The position peaked at $2.3M in Q2 2023. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

  • Banque Pictet & Cie reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
  • Banque Pictet & Cie sold 20,081 Principal Financial Group shares in Q4 2023, an estimated $1.45M.
  • Banque Pictet & Cie first reported a position in Principal Financial Group in Q3 2022 and held it in 5 quarters.
  • Banque Pictet & Cie's Principal Financial Group position peaked at $2.3M in Q2 2023.
  • 756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on Banque Pictet & Cie's 13F filing for Q4 2023, filed 9 Feb 2024.