Capital International Investors
PFG icon

Capital International Investors’s Principal Financial Group PFG Stock Holding History

Capital International 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
2015
Q4 		– Sell
-958,000
Closed -$45.4M – 275
2015
Q3 		$45.4M Hold
958,000
– – 0.08% 195
2015
Q2 		$49.1M Hold
958,000
– – 0.08% 195
2015
Q1 		$49.2M Buy
+958,000
New +$48.1M 0.09% 189
2014
Q2 		– Sell
-945,000
Closed -$43.5M – 232
2014
Q1 		$43.5M Buy
+945,000
New +$43.2M 0.12% 165

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Capital International Investors's PFG Position: Q4 2015 in Review

Capital International Investors sold out of Principal Financial Group (PFG) in Q4 2015, closing a stake of 958,000 shares — an estimated $45.4M sold.

Capital International Investors first reported a position in PFG in Q1 2014 and held it in 4 quarters. The position peaked at $49.2M in Q1 2015. 462 funds tracked by Wall St. Rank hold PFG as of Q4 2015.

  • Capital International Investors reported no remaining Principal Financial Group position as of Q4 2015 after selling out during the quarter.
  • Capital International Investors sold 958,000 Principal Financial Group shares in Q4 2015, an estimated $45.4M.
  • Capital International Investors first reported a position in Principal Financial Group in Q1 2014 and held it in 4 quarters.
  • Capital International Investors's Principal Financial Group position peaked at $49.2M in Q1 2015.
  • 462 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2015.

Based on Capital International Investors's 13F filing for Q4 2015, filed 12 Feb 2016.