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BlackRock Group’s Principal Financial Group PFG Stock Holding History

BlackRock Group’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 		$141M Buy
2,445,153
+125,468
+5% +$7.03M 0.07% 334
2016
Q3 		$119M Buy
2,319,685
+102,637
+5% +$4.8M 0.06% 366
2016
Q2 		$91.1M Buy
2,217,048
+14,808
+0.7% +$625K 0.05% 422
2016
Q1 		$86.9M Buy
2,202,240
+47,210
+2% +$1.82M 0.05% 422
2015
Q4 		$96.9M Buy
2,155,030
+20,368
+1% +$994K 0.05% 387
2015
Q3 		$101M Buy
2,134,662
+40,467
+2% +$2.1M 0.06% 359
2015
Q2 		$107M Sell
2,094,195
-16,609
-0.8% -$862K 0.06% 371
2015
Q1 		$108M Sell
2,110,804
-94,002
-4% -$4.72M 0.06% 375
2014
Q4 		$115M Buy
2,204,806
+158,253
+8% +$8.2M 0.06% 357
2014
Q3 		$107M Buy
2,046,553
+9,317
+0.5% +$487K 0.06% 362
2014
Q2 		$103M Buy
2,037,236
+56,290
+3% +$2.65M 0.06% 374
2014
Q1 		$91.1M Sell
1,980,946
-8,509
-0.4% -$389K 0.06% 382
2013
Q4 		$98.1M Sell
1,989,455
-59,328
-3% -$2.82M 0.06% 346
2013
Q3 		$87.7M Buy
2,048,783
+93,766
+5% +$3.91M 0.06% 375
2013
Q2 		$73.2M Buy
+1,955,017
New +$71.5M 0.06% 389

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 $580B AUM 38.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Group's PFG Position: Q4 2016 in Review

BlackRock Group increased its Principal Financial Group (PFG) stake by 5.4% in Q4 2016, buying an estimated $7.03M and bringing the position to 2,445,153 shares worth $141M. The position accounts for 0.07% of the portfolio, ranked #334.

BlackRock Group 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 Group held 2,445,153 shares of Principal Financial Group worth $141M as of Q4 2016.
  • BlackRock Group bought 125,468 Principal Financial Group shares in Q4 2016, an estimated $7.03M.
  • Principal Financial Group made up 0.07% of BlackRock Group's portfolio in Q4 2016, its #334 holding.
  • BlackRock Group 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 Group's 13F filing for Q4 2016, filed 10 Feb 2017.