Cetera Advisors’s Principal Financial Group PFG Stock Holding History

Cetera Advisors’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
2024 Q1	$2.81M	Buy	32,533 +23,020	+242%	+$1.85M	0.02%	663
2023 Q4	$748K	Sell	9,513 -195	-2%	-$14.1K	0.01%	902
2023 Q3	$700K	Buy	9,708 +254	+3%	+$19.7K	0.01%	889
2023 Q2	$717K	Buy	9,454 +1,066	+13%	+$76.8K	0.01%	867
2023 Q1	$623K	Sell	8,388 -941	-10%	-$79.8K	0.01%	909
2022 Q4	$783K	Buy	9,329 +2,551	+38%	+$219K	0.01%	767
2022 Q3	$489K	Buy	6,778 +726	+12%	+$52.1K	0.01%	788
2022 Q2	$404K	Buy	6,052 +1,507	+33%	+$106K	0.01%	937
2022 Q1	$334K	Buy	4,545 +193	+4%	+$14K	0.01%	1061
2021 Q4	$315K	Sell	4,352 -349	-7%	-$24.4K	0.01%	1099
2021 Q3	$303K	Buy	4,701 +1,495	+47%	+$96K	0.01%	1098
2021 Q2	$203K	Buy	+3,206	New	+$205K	﹤0.01%	1232
2019 Q3	–	Sell	-3,629	Closed	-$210K	–	945
2019 Q2	$210K	Buy	+3,629	New	+$200K	0.01%	841

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return