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Bill Nygren’s Principal Financial Group PFG Stock Holding History

Bill Nygren’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
2018
Q4 		– Sell
-5,350
Closed -$313K – 129
2018
Q3 		$313K Sell
5,350
-199,669
-97% -$11.1M ﹤0.01% 120
2018
Q2 		$10.9M Sell
205,019
-12,559
-6% -$730K 0.02% 114
2018
Q1 		$13.3M Sell
217,578
-1,232,575
-85% -$81.1M 0.02% 114
2017
Q4 		$102M Sell
1,450,153
-321,113
-18% -$22.1M 0.17% 87
2017
Q3 		$114M Sell
1,771,266
-1,052,005
-37% -$67.7M 0.19% 87
2017
Q2 		$181M Sell
2,823,271
-1,892,632
-40% -$120M 0.33% 76
2017
Q1 		$298M Sell
4,715,903
-54,800
-1% -$3.34M 0.54% 63
2016
Q4 		$276M Sell
4,770,703
-7,284,419
-60% -$408M 0.53% 63
2016
Q3 		$621M Sell
12,055,122
-364,555
-3% -$17M 1.23% 23
2016
Q2 		$511M Buy
12,419,677
+18,024
+0.1% +$761K 1.03% 30
2016
Q1 		$489M Buy
12,401,653
+2,194,285
+21% +$84.4M 0.92% 33
2015
Q4 		$459M Sell
10,207,368
-4,661
-0% -$227K 0.78% 41
2015
Q3 		$483M Buy
10,212,029
+102
+0% +$5.29K 0.85% 39
2015
Q2 		$524M Sell
10,211,927
-3,300
-0% -$171K 0.84% 40
2015
Q1 		$525M Sell
10,215,227
-500
-0% -$25.1K 0.83% 41
2014
Q4 		$531M Sell
10,215,727
-6,250
-0.1% -$324K 0.82% 40
2014
Q3 		$536M Buy
10,221,977
+77,966
+0.8% +$4.08M 0.88% 33
2014
Q2 		$512M Buy
10,144,011
+107,848
+1% +$5.08M 0.86% 33
2014
Q1 		$462M Buy
10,036,163
+435,749
+5% +$19.9M 0.83% 35
2013
Q4 		$473M Sell
9,600,414
-81,486
-0.8% -$3.87M 0.85% 36
2013
Q3 		$415M Buy
9,681,900
+1,700
+0% +$70.9K 0.81% 41
2013
Q2 		$363M Buy
+9,680,200
New +$354M 0.76% 47

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bill Nygren's PFG Position: Q4 2018 in Review

Bill Nygren sold out of Principal Financial Group (PFG) in Q4 2018, closing a stake of 5,350 shares — an estimated $313K sold.

Bill Nygren first reported a position in PFG in Q2 2013 and held it in 22 quarters. The position peaked at $621M in Q3 2016. 573 funds tracked by Wall St. Rank hold PFG as of Q4 2018.

  • Bill Nygren reported no remaining Principal Financial Group position as of Q4 2018 after selling out during the quarter.
  • Bill Nygren sold 5,350 Principal Financial Group shares in Q4 2018, an estimated $313K.
  • Bill Nygren first reported a position in Principal Financial Group in Q2 2013 and held it in 22 quarters.
  • Bill Nygren's Principal Financial Group position peaked at $621M in Q3 2016.
  • 573 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2018.

Based on Harris Associates's 13F filing for Q4 2018, filed 14 Feb 2019.