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Cutler Group’s Principal Financial Group PFG Stock Holding History

Cutler Group’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
2021
Q2 		– Sell
-3,600
Closed -$5K – 6176
2021
Q1 		$5K Buy
+3,600
New +$201K ﹤0.01% 4377
2020
Q3 		– Sell
-9,800
Closed -$82K – 5117
2020
Q2 		$82K Buy
9,800
+9,100
+1,300% +$332K 0.01% 1440
2020
Q1 		$9K Buy
+700
New +$33.1K ﹤0.01% 2775
2019
Q2 		– Sell
-300
Closed -$1K – 4662
2019
Q1 		$1K Sell
300
-100
-25% -$4.96K ﹤0.01% 3760
2018
Q4 		$3K Buy
+400
New +$19.7K ﹤0.01% 3206
2018
Q2 		– Sell
-6,200
Closed -$6K – 4695
2018
Q1 		$6K Buy
6,200
+2,700
+77% +$178K ﹤0.01% 3177
2017
Q4 		$1K Hold
3,500
– – ﹤0.01% 4531
2017
Q3 		$8K Buy
+3,500
New +$225K ﹤0.01% 4008

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cutler Group's PFG Position: Q4 2021 in Review

Cutler Group sold out of Principal Financial Group (PFG) in Q4 2021, closing a stake of 123 shares — an estimated $7K sold.

Cutler Group first reported a position in PFG in Q1 2017 and held it in 14 quarters. The position peaked at $337K in Q1 2017. 664 funds tracked by Wall St. Rank hold PFG as of Q4 2021.

  • Cutler Group reported no remaining Principal Financial Group position as of Q4 2021 after selling out during the quarter.
  • Cutler Group sold 123 Principal Financial Group shares in Q4 2021, an estimated $7K.
  • Cutler Group first reported a position in Principal Financial Group in Q1 2017 and held it in 14 quarters.
  • Cutler Group's Principal Financial Group position peaked at $337K in Q1 2017.
  • 664 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.

Based on Cutler Group's 13F filing for Q4 2021, filed 18 Jan 2022.