ClearBridge Investments’s Principal Financial Group PFG Stock Holding History

ClearBridge Investments’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
2019 Q2	–	Sell	-526	Closed	-$26K	–	1116
2019 Q1	$26K	Buy	526 +4	+0.8%	+$198	﹤0.01%	925
2018 Q4	$23K	Buy	522 +13	+3%	+$640	﹤0.01%	961
2018 Q3	$30K	Buy	509 +3	+0.6%	+$167	﹤0.01%	970
2018 Q2	$27K	Buy	506 +3	+0.6%	+$174	﹤0.01%	949
2018 Q1	$31K	Buy	503 +4	+0.8%	+$263	﹤0.01%	924
2017 Q4	$35K	Buy	+499	New	+$34.4K	﹤0.01%	917

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

NLI

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments's PFG Position: Q2 2019 in Review

ClearBridge Investments sold out of Principal Financial Group (PFG) in Q2 2019, closing a stake of 526 shares — an estimated $26K sold.

ClearBridge Investments first reported a position in PFG in Q4 2017 and held it in 6 quarters. The position peaked at $35K in Q4 2017. 610 funds tracked by Wall St. Rank hold PFG as of Q2 2019.

ClearBridge Investments reported no remaining Principal Financial Group position as of Q2 2019 after selling out during the quarter.
ClearBridge Investments sold 526 Principal Financial Group shares in Q2 2019, an estimated $26K.
ClearBridge Investments first reported a position in Principal Financial Group in Q4 2017 and held it in 6 quarters.
ClearBridge Investments's Principal Financial Group position peaked at $35K in Q4 2017.
610 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2019.

Based on ClearBridge Investments's 13F filing for Q2 2019, filed 14 Aug 2019.