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Berman Capital Advisors’s Principal Financial Group PFG Stock Holding History

Berman Capital Advisors’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
Q3 		$223K Buy
3,487
+222
+7% +$14.3K 0.04% 244
2021
Q2 		$205K Buy
3,265
+73
+2% +$4.67K 0.03% 231
2021
Q1 		$190K Sell
3,192
-6
-0.2% -$334 0.04% 198
2020
Q4 		$158K Buy
3,198
+190
+6% +$8.7K 0.04% 195
2020
Q3 		$120K Buy
3,008
+72
+2% +$3.07K 0.03% 201
2020
Q2 		$121K Buy
2,936
+355
+14% +$13K 0.03% 200
2020
Q1 		$80K Buy
2,581
+92
+4% +$4.35K 0.03% 230
2019
Q4 		$136K Hold
2,489
– – 0.04% 182
2019
Q3 		$141K Buy
2,489
+156
+7% +$8.78K 0.04% 170
2019
Q2 		$134K Hold
2,333
– – 0.04% 174
2019
Q1 		$116K Sell
2,333
-5
-0.2% -$248 0.04% 176
2018
Q4 		$102K Buy
+2,338
New +$115K 0.04% 172

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Berman Capital Advisors's PFG Position: Q3 2021 in Review

Berman Capital Advisors increased its Principal Financial Group (PFG) stake by 6.8% in Q3 2021, buying an estimated $14.3K and bringing the position to 3,487 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #244.

Berman Capital Advisors first reported a position in PFG in Q4 2018 and has held it in 12 quarters since. 622 funds tracked by Wall St. Rank hold PFG as of Q3 2021.

  • Berman Capital Advisors held 3,487 shares of Principal Financial Group worth $223K as of Q3 2021.
  • Berman Capital Advisors bought 222 Principal Financial Group shares in Q3 2021, an estimated $14.3K.
  • Principal Financial Group made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #244 holding.
  • Berman Capital Advisors first reported a position in Principal Financial Group in Q4 2018 and has held it in 12 quarters since.
  • 622 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.