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Brookfield Corp’s Principal Financial Group PFG Stock Holding History

Brookfield Corp’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
2023
Q3 		– Sell
-143,245
Closed -$10.9M – 415
2023
Q2 		$10.9M Sell
143,245
-34,595
-19% -$2.49M 0.04% 151
2023
Q1 		$13.2M Buy
+177,840
New +$15.1M 0.05% 139
2021
Q2 		– Sell
-40,090
Closed -$2.4M – 620
2021
Q1 		$2.4M Buy
+40,090
New +$2.23M 0.01% 259

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brookfield Corp's PFG Position: Q3 2023 in Review

Brookfield Corp sold out of Principal Financial Group (PFG) in Q3 2023, closing a stake of 143,245 shares — an estimated $10.9M sold.

Brookfield Corp first reported a position in PFG in Q1 2021 and held it in 3 quarters. The position peaked at $13.2M in Q1 2023. 722 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

  • Brookfield Corp reported no remaining Principal Financial Group position as of Q3 2023 after selling out during the quarter.
  • Brookfield Corp sold 143,245 Principal Financial Group shares in Q3 2023, an estimated $10.9M.
  • Brookfield Corp first reported a position in Principal Financial Group in Q1 2021 and held it in 3 quarters.
  • Brookfield Corp's Principal Financial Group position peaked at $13.2M in Q1 2023.
  • 722 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on Brookfield Corp's 13F filing for Q3 2023, filed 14 Nov 2023.