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BlackRock Advisors’s Principal Financial Group PFG Stock Holding History

BlackRock 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
2016
Q4 		$17.2M Buy
297,172
+20,260
+7% +$1.14M 0.02% 632
2016
Q3 		$14.3M Sell
276,912
-1,432
-0.5% -$67K 0.01% 698
2016
Q2 		$11.4M Buy
278,344
+5,498
+2% +$232K 0.01% 776
2016
Q1 		$10.8M Buy
272,846
+8,807
+3% +$339K 0.01% 775
2015
Q4 		$11.9M Buy
264,039
+66,934
+34% +$3.27M 0.01% 742
2015
Q3 		$9.33M Buy
197,105
+178,719
+972% +$9.26M 0.01% 816
2015
Q2 		$943K Buy
18,386
+7,064
+62% +$367K ﹤0.01% 1703
2015
Q1 		$582K Buy
11,322
+38
+0.3% +$1.91K ﹤0.01% 1969
2014
Q4 		$586K Buy
11,284
+469
+4% +$24.3K ﹤0.01% 1883
2014
Q3 		$567K Buy
10,815
+7,727
+250% +$404K ﹤0.01% 1868
2014
Q2 		$156K Sell
3,088
-61
-2% -$2.87K ﹤0.01% 2794
2014
Q1 		$145K Sell
3,149
-81
-3% -$3.71K ﹤0.01% 2843
2013
Q4 		$159K Sell
3,230
-30
-0.9% -$1.43K ﹤0.01% 2794
2013
Q3 		$140K Sell
3,260
-83
-2% -$3.46K ﹤0.01% 2749
2013
Q2 		$125K Buy
+3,343
New +$122K ﹤0.01% 2754

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Advisors's PFG Position: Q4 2016 in Review

BlackRock Advisors increased its Principal Financial Group (PFG) stake by 7.3% in Q4 2016, buying an estimated $1.14M and bringing the position to 297,172 shares worth $17.2M. The position accounts for 0.02% of the portfolio, ranked #632.

BlackRock Advisors first reported a position in PFG in Q2 2013 and has held it in 15 quarters since. 539 funds tracked by Wall St. Rank hold PFG as of Q4 2016.

  • BlackRock Advisors held 297,172 shares of Principal Financial Group worth $17.2M as of Q4 2016.
  • BlackRock Advisors bought 20,260 Principal Financial Group shares in Q4 2016, an estimated $1.14M.
  • Principal Financial Group made up 0.02% of BlackRock Advisors's portfolio in Q4 2016, its #632 holding.
  • BlackRock Advisors first reported a position in Principal Financial Group in Q2 2013 and has held it in 15 quarters since.
  • 539 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.