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BlackRock Investment Management’s Principal Financial Group PFG Stock Holding History

BlackRock Investment Management’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 		$37.5M Buy
648,834
+22,057
+4% +$1.24M 0.04% 370
2016
Q3 		$32.3M Buy
626,777
+5,905
+1% +$276K 0.04% 395
2016
Q2 		$25.5M Sell
620,872
-7,518
-1% -$317K 0.03% 460
2016
Q1 		$24.8M Sell
628,390
-7,788
-1% -$300K 0.03% 471
2015
Q4 		$28.6M Sell
636,178
-2,951
-0.5% -$144K 0.04% 417
2015
Q3 		$30.3M Buy
639,129
+3,089
+0.5% +$160K 0.04% 388
2015
Q2 		$32.6M Buy
636,040
+50,689
+9% +$2.63M 0.04% 390
2015
Q1 		$30.1M Sell
585,351
-4,929
-0.8% -$248K 0.04% 417
2014
Q4 		$30.7M Buy
590,280
+10,568
+2% +$548K 0.04% 410
2014
Q3 		$30.4M Sell
579,712
-2,791
-0.5% -$146K 0.04% 381
2014
Q2 		$29.4M Buy
582,503
+24,360
+4% +$1.15M 0.04% 414
2014
Q1 		$25.7M Buy
558,143
+16,676
+3% +$763K 0.04% 438
2013
Q4 		$26.7M Sell
541,467
-15,764
-3% -$749K 0.04% 410
2013
Q3 		$23.9M Buy
557,231
+16,409
+3% +$684K 0.04% 413
2013
Q2 		$20.3M Buy
+540,822
New +$19.8M 0.04% 432

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 Investment Management's PFG Position: Q4 2016 in Review

BlackRock Investment Management increased its Principal Financial Group (PFG) stake by 3.5% in Q4 2016, buying an estimated $1.24M and bringing the position to 648,834 shares worth $37.5M. The position accounts for 0.04% of the portfolio, ranked #370.

BlackRock Investment Management 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 Investment Management held 648,834 shares of Principal Financial Group worth $37.5M as of Q4 2016.
  • BlackRock Investment Management bought 22,057 Principal Financial Group shares in Q4 2016, an estimated $1.24M.
  • Principal Financial Group made up 0.04% of BlackRock Investment Management's portfolio in Q4 2016, its #370 holding.
  • BlackRock Investment Management 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 Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.