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Clarius Group LLC’s Principal Financial Group PFG Stock Holding History

Clarius Group LLC’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
Q2 		– Sell
-2,613
Closed -$226K – 486
2024
Q1 		$226K Sell
2,613
-320
-11% -$25.7K 0.02% 420
2023
Q4 		$231K Sell
2,933
-603
-17% -$43.7K 0.02% 422
2023
Q3 		$255K Sell
3,536
-672
-16% -$52.2K 0.02% 377
2023
Q2 		$319K Buy
4,208
+574
+16% +$41.4K 0.02% 371
2023
Q1 		$270K Sell
3,634
-28
-0.8% -$2.38K 0.02% 412
2022
Q4 		$307K Sell
3,662
-68
-2% -$5.83K 0.03% 373
2022
Q3 		$269K Sell
3,730
-294
-7% -$21.1K 0.03% 378
2022
Q2 		$269K Sell
4,024
-16
-0.4% -$1.13K 0.03% 366
2022
Q1 		$292K Hold
4,040
– – 0.02% 367
2021
Q4 		$292K Buy
4,040
+242
+6% +$16.9K 0.02% 367
2021
Q3 		$245K Buy
3,798
+432
+13% +$27.7K 0.02% 364
2021
Q2 		$213K Buy
3,366
+4
+0.1% +$256 0.02% 391
2021
Q1 		$202K Buy
+3,362
New +$187K 0.02% 365

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

Clarius Group LLC's PFG Position: Q2 2024 in Review

Clarius Group LLC sold out of Principal Financial Group (PFG) in Q2 2024, closing a stake of 2,613 shares — an estimated $226K sold.

Clarius Group LLC first reported a position in PFG in Q1 2021 and held it in 13 quarters. The position peaked at $319K in Q2 2023. 795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

  • Clarius Group LLC reported no remaining Principal Financial Group position as of Q2 2024 after selling out during the quarter.
  • Clarius Group LLC sold 2,613 Principal Financial Group shares in Q2 2024, an estimated $226K.
  • Clarius Group LLC first reported a position in Principal Financial Group in Q1 2021 and held it in 13 quarters.
  • Clarius Group LLC's Principal Financial Group position peaked at $319K in Q2 2023.
  • 795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on Clarius Group LLC's 13F filing for Q2 2024, filed 11 Jul 2024.