Credit Suisse’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $37M | Buy |
429,065
+27,419
| +7% | +$2.2M | 0.04% | 449 |
|
|
2023
Q4 | $31.6M | Sell |
401,646
-18,817
| -4% | -$1.36M | 0.03% | 520 |
|
|
2023
Q3 | $30.3M | Sell |
420,463
-684
| -0.2% | -$53.1K | 0.03% | 524 |
|
|
2023
Q2 | $32M | Sell |
421,147
-371,329
| -47% | -$26.8M | 0.03% | 531 |
|
|
2023
Q1 | $58.9M | Buy |
792,476
+7,747
| +1% | +$657K | 0.06% | 344 |
|
|
2022
Q4 | $65.9M | Buy |
784,729
+434,135
| +124% | +$37.2M | 0.07% | 299 |
|
|
2022
Q3 | $25.3M | Sell |
350,594
-94,966
| -21% | -$6.82M | 0.03% | 591 |
|
|
2022
Q2 | $29.8M | Sell |
445,560
-62,403
| -12% | -$4.39M | 0.03% | 556 |
|
|
2022
Q1 | $37.4M | Sell |
507,963
-3,851,615
| -88% | -$279M | 0.03% | 558 |
|
|
2021
Q4 | $315M | Sell |
4,359,578
-1,372,461
| -24% | -$95.8M | 0.17% | 105 |
|
|
2021
Q3 | $369M | Buy |
5,732,039
+5,628
| +0.1% | +$361K | 0.2% | 78 |
|
|
2021
Q2 | $362M | Buy |
5,726,411
+2,551,724
| +80% | +$163M | 0.19% | 81 |
|
|
2021
Q1 | $190M | Sell |
3,174,687
-1,161,388
| -27% | -$64.7M | 0.1% | 224 |
|
|
2020
Q4 | $215M | Buy |
4,336,075
+3,781,676
| +682% | +$173M | 0.11% | 198 |
|
|
2020
Q3 | $22.3M | Buy |
554,399
+9,797
| +2% | +$418K | 0.01% | 980 |
|
|
2020
Q2 | $22.6M | Sell |
544,602
-46,283
| -8% | -$1.69M | 0.02% | 887 |
|
|
2020
Q1 | $18.5M | Buy |
590,885
+60,308
| +11% | +$2.85M | 0.02% | 880 |
|
|
2019
Q4 | $29.2M | Sell |
530,577
-32,912
| -6% | -$1.8M | 0.02% | 818 |
|
|
2019
Q3 | $32.2M | Buy |
563,489
+121,382
| +27% | +$6.83M | 0.03% | 660 |
|
|
2019
Q2 | $25.6M | Sell |
442,107
-162,947
| -27% | -$8.98M | 0.02% | 784 |
|
|
2019
Q1 | $30.4M | Sell |
605,054
-191,587
| -24% | -$9.5M | 0.03% | 635 |
|
|
2018
Q4 | $35.2M | Sell |
796,641
-104,200
| -12% | -$5.13M | 0.04% | 512 |
|
|
2018
Q3 | $52.8M | Sell |
900,841
-107,780
| -11% | -$6.01M | 0.05% | 400 |
|
|
2018
Q2 | $53.4M | Buy |
1,008,621
+95,281
| +10% | +$5.54M | 0.05% | 370 |
|
|
2018
Q1 | $55.6M | Buy |
913,340
+35,572
| +4% | +$2.34M | 0.05% | 380 |
|
|
2017
Q4 | $61.9M | Buy |
877,768
+15,114
| +2% | +$1.04M | 0.06% | 357 |
|
|
2017
Q3 | $55.5M | Buy |
862,654
+7,137
| +0.8% | +$459K | 0.05% | 390 |
|
|
2017
Q2 | $54.8M | Buy |
855,517
+152,469
| +22% | +$9.67M | 0.05% | 373 |
|
|
2017
Q1 | $44.4M | Sell |
703,048
-44,334
| -6% | -$2.7M | 0.04% | 469 |
|
|
2016
Q4 | $43.2M | Sell |
747,382
-15,777
| -2% | -$884K | 0.04% | 465 |
|
|
2016
Q3 | $39.3M | Sell |
763,159
-93,383
| -11% | -$4.37M | 0.04% | 527 |
|
|
2016
Q2 | $35.2M | Sell |
856,542
-384,600
| -31% | -$16.2M | 0.04% | 518 |
|
|
2016
Q1 | $49M | Buy |
1,241,142
+184,767
| +17% | +$7.11M | 0.06% | 349 |
|
|
2015
Q4 | $47.5M | Buy |
1,056,375
+245,680
| +30% | +$12M | 0.05% | 396 |
|
|
2015
Q3 | $38.4M | Buy |
810,695
+164,877
| +26% | +$8.54M | 0.05% | 462 |
|
|
2015
Q2 | $33.1M | Sell |
645,818
-39,909
| -6% | -$2.07M | 0.03% | 584 |
|
|
2015
Q1 | $35.2M | Sell |
685,727
-140,164
| -17% | -$7.04M | 0.04% | 555 |
|
|
2014
Q4 | $42.9M | Sell |
825,891
-211,832
| -20% | -$11M | 0.04% | 536 |
|
|
2014
Q3 | $54.4M | Buy |
1,037,723
+261,570
| +34% | +$13.7M | 0.04% | 465 |
|
|
2014
Q2 | $39.2M | Buy |
776,153
+189,300
| +32% | +$8.91M | 0.03% | 596 |
|
|
2014
Q1 | $27M | Sell |
586,853
-25,212
| -4% | -$1.15M | 0.03% | 685 |
|
|
2013
Q4 | $30.2M | Buy |
612,065
+99,805
| +19% | +$4.74M | 0.03% | 623 |
|
|
2013
Q3 | $21.9M | Sell |
512,260
-101,999
| -17% | -$4.25M | 0.02% | 691 |
|
|
2013
Q2 | $23M | Buy |
+614,259
| New | +$22.5M | 0.02% | 699 |
|
Other funds holding PFG
NLI
Credit Suisse's PFG Position: Q1 2024 in Review
Credit Suisse increased its Principal Financial Group (PFG) stake by 6.8% in Q1 2024, buying an estimated $2.2M and bringing the position to 429,065 shares worth $37M. The position accounts for 0.04% of the portfolio, ranked #449.
Credit Suisse first reported a position in PFG in Q2 2013 and has held it in 44 quarters since. The position peaked at $369M in Q3 2021. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.
- Credit Suisse held 429,065 shares of Principal Financial Group worth $37M as of Q1 2024.
- Credit Suisse bought 27,419 Principal Financial Group shares in Q1 2024, an estimated $2.2M.
- Principal Financial Group made up 0.04% of Credit Suisse's portfolio in Q1 2024, its #449 holding.
- Credit Suisse first reported a position in Principal Financial Group in Q2 2013 and has held it in 44 quarters since.
- Credit Suisse's Principal Financial Group position peaked at $369M in Q3 2021.
- 765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.