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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
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

Cetera Advisors's PFG Position: Q1 2024 in Review

Cetera Advisors increased its Principal Financial Group (PFG) stake by 242% in Q1 2024, buying an estimated $1.85M and bringing the position to 32,533 shares worth $2.81M. The position accounts for 0.02% of the portfolio, ranked #663.

Cetera Advisors first reported a position in PFG in Q2 2019 and has held it in 13 quarters since. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • Cetera Advisors held 32,533 shares of Principal Financial Group worth $2.81M as of Q1 2024.
  • Cetera Advisors bought 23,020 Principal Financial Group shares in Q1 2024, an estimated $1.85M.
  • Principal Financial Group made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #663 holding.
  • Cetera Advisors first reported a position in Principal Financial Group in Q2 2019 and has held it in 13 quarters since.
  • 765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.