BlackRock Fund Advisors’s Principal Financial Group PFG Stock Holding History

BlackRock Fund 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	$307M	Buy	5,311,751 +673,082	+15%	+$37.7M	0.06%	379
2016 Q3	$239M	Buy	4,638,669 +226,981	+5%	+$10.6M	0.05%	452
2016 Q2	$181M	Sell	4,411,688 -79,858	-2%	-$3.37M	0.04%	543
2016 Q1	$177M	Sell	4,491,546 -48,523	-1%	-$1.87M	0.04%	547
2015 Q4	$204M	Buy	4,540,069 +306,130	+7%	+$14.9M	0.05%	472
2015 Q3	$200M	Buy	4,233,939 +116,496	+3%	+$6.04M	0.05%	421
2015 Q2	$211M	Buy	4,117,443 +24,719	+0.6%	+$1.28M	0.05%	437
2015 Q1	$210M	Sell	4,092,724 -50,068	-1%	-$2.52M	0.05%	458
2014 Q4	$215M	Buy	4,142,792 +303,927	+8%	+$15.8M	0.05%	410
2014 Q3	$201M	Buy	3,838,865 +87,834	+2%	+$4.6M	0.06%	394
2014 Q2	$189M	Buy	3,751,031 +62,837	+2%	+$2.96M	0.05%	414
2014 Q1	$170M	Buy	3,688,194 +67,433	+2%	+$3.09M	0.05%	463
2013 Q4	$179M	Buy	3,620,761 +156,012	+5%	+$7.41M	0.05%	426
2013 Q3	$148M	Buy	3,464,749 +35,217	+1%	+$1.47M	0.05%	470
2013 Q2	$128M	Buy	+3,429,532	New	+$125M	0.05%	481

Other funds holding PFG

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BlackRock Fund Advisors's PFG Position: Q4 2016 in Review

BlackRock Fund Advisors increased its Principal Financial Group (PFG) stake by 15% in Q4 2016, buying an estimated $37.7M and bringing the position to 5,311,751 shares worth $307M. The position accounts for 0.06% of the portfolio, ranked #379.

BlackRock Fund 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 Fund Advisors held 5,311,751 shares of Principal Financial Group worth $307M as of Q4 2016.
BlackRock Fund Advisors bought 673,082 Principal Financial Group shares in Q4 2016, an estimated $37.7M.
Principal Financial Group made up 0.06% of BlackRock Fund Advisors's portfolio in Q4 2016, its #379 holding.
BlackRock Fund 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 Fund Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.