CI
PFG icon

Cambiar Investors’s Principal Financial Group PFG Stock Holding History

Cambiar Investors’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
Q1 		– Sell
-3,670
Closed -$308K – 147
2022
Q4 		$308K Sell
3,670
-418,798
-99% -$35.9M 0.01% 141
2022
Q3 		$30.5M Buy
422,468
+766
+0.2% +$55K 1.54% 28
2022
Q2 		$28.2M Sell
421,702
-398,171
-49% -$28M 1.25% 41
2022
Q1 		$60.2M Sell
819,873
-21,778
-3% -$1.58M 2.26% 8
2021
Q4 		$60.9M Sell
841,651
-16,990
-2% -$1.19M 2.09% 12
2021
Q3 		$55.3M Buy
858,641
+12,471
+1% +$801K 1.89% 13
2021
Q2 		$53.5M Buy
846,170
+96,172
+13% +$6.15M 1.72% 21
2021
Q1 		$45M Buy
+749,998
New +$41.8M 1.56% 25
2020
Q1 		– Sell
-704,430
Closed -$38.7M – 173
2019
Q4 		$38.7M Sell
704,430
-32,573
-4% -$1.78M 1.24% 35
2019
Q3 		$42.1M Sell
737,003
-22,871
-3% -$1.29M 1.35% 28
2019
Q2 		$44M Buy
759,874
+172,439
+29% +$9.5M 1.14% 27
2019
Q1 		$29.5M Buy
587,435
+67,594
+13% +$3.35M 0.7% 48
2018
Q4 		$23M Sell
519,841
-103,064
-17% -$5.07M 0.52% 57
2018
Q3 		$36.5M Buy
+622,905
New +$34.7M 0.66% 44

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cambiar Investors's PFG Position: Q1 2023 in Review

Cambiar Investors sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 3,670 shares — an estimated $308K sold.

Cambiar Investors first reported a position in PFG in Q3 2018 and held it in 14 quarters. The position peaked at $60.9M in Q4 2021. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

  • Cambiar Investors reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
  • Cambiar Investors sold 3,670 Principal Financial Group shares in Q1 2023, an estimated $308K.
  • Cambiar Investors first reported a position in Principal Financial Group in Q3 2018 and held it in 14 quarters.
  • Cambiar Investors's Principal Financial Group position peaked at $60.9M in Q4 2021.
  • 743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Cambiar Investors's 13F filing for Q1 2023, filed 8 May 2023.