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Cipher Capital’s Principal Financial Group PFG Stock Holding History

Cipher Capital’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 		$1.15M Sell
13,333
-13,356
-50% -$1.07M 0.53% 30
2023
Q4 		$2.1M Buy
26,689
+13,782
+107% +$998K 0.68% 15
2023
Q3 		$930K Buy
+12,907
New +$1M 0.66% 31
2023
Q2 		– Sell
-5,631
Closed -$418K – 664
2023
Q1 		$418K Buy
+5,631
New +$478K 0.08% 337
2021
Q1 		– Sell
-100,263
Closed -$4.97M – 637
2020
Q4 		$4.97M Buy
100,263
+64,063
+177% +$2.93M 0.6% 41
2020
Q3 		$1.46M Buy
+36,200
New +$1.54M 0.19% 170
2019
Q4 		– Sell
-12,419
Closed -$709K – 609
2019
Q3 		$709K Buy
+12,419
New +$699K 0.06% 377
2019
Q2 		– Sell
-4,234
Closed -$212K – 625
2019
Q1 		$212K Buy
+4,234
New +$210K 0.02% 487
2018
Q3 		– Sell
-15,393
Closed -$815K – 587
2018
Q2 		$815K Buy
+15,393
New +$894K 0.17% 183
2017
Q4 		– Sell
-43,378
Closed -$2.79M – 660
2017
Q3 		$2.79M Sell
43,378
-10,068
-19% -$648K 0.21% 182
2017
Q2 		$3.42M Buy
+53,446
New +$3.39M 0.27% 127
2017
Q1 		– Sell
-115,347
Closed -$6.67M – 671
2016
Q4 		$6.67M Buy
+115,347
New +$6.46M 0.45% 41
2016
Q2 		– Sell
-63,809
Closed -$2.52M – 768
2016
Q1 		$2.52M Buy
+63,809
New +$2.46M 0.24% 125
2015
Q4 		– Sell
-12,575
Closed -$595K – 623
2015
Q3 		$595K Sell
12,575
-640
-5% -$33.2K 0.08% 312
2015
Q2 		$678K Buy
13,215
+2,121
+19% +$110K 0.09% 299
2015
Q1 		$570K Buy
11,094
+1,525
+16% +$76.6K 0.09% 329
2014
Q4 		$497K Buy
+9,569
New +$496K 0.13% 255
2014
Q3 		– Sell
-18,301
Closed -$924K – 473
2014
Q2 		$924K Buy
18,301
+10,281
+128% +$484K 0.3% 112
2014
Q1 		$369K Buy
+8,020
New +$367K 0.16% 241
2013
Q3 		– Sell
-6,953
Closed -$260K – 229
2013
Q2 		$260K Buy
+6,953
New +$254K 0.64% 72

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.37T AUM 24.88% 1-Year Est. Return
State Street
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cipher Capital's PFG Position: Q1 2024 in Review

Cipher Capital reduced its Principal Financial Group (PFG) stake by 50% in Q1 2024, selling an estimated $1.07M and leaving 13,333 shares worth $1.15M. The position accounts for 0.53% of the portfolio, ranked #30.

Cipher Capital first reported a position in PFG in Q2 2013 and has held it in 20 quarters since. The position peaked at $6.67M in Q4 2016. 766 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • Cipher Capital held 13,333 shares of Principal Financial Group worth $1.15M as of Q1 2024.
  • Cipher Capital sold 13,356 Principal Financial Group shares in Q1 2024, an estimated $1.07M.
  • Principal Financial Group made up 0.53% of Cipher Capital's portfolio in Q1 2024, its #30 holding.
  • Cipher Capital first reported a position in Principal Financial Group in Q2 2013 and has held it in 20 quarters since.
  • Cipher Capital's Principal Financial Group position peaked at $6.67M in Q4 2016.
  • 766 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on Cipher Capital's 13F filing for Q1 2024, filed 15 May 2024.