Cypress Capital Group’s Principal Financial Group PFG Stock Holding History

Cypress Capital 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
2023 Q1	–	Sell	-6,852	Closed	-$575K	–	309
2022 Q4	$575K	Buy	6,852 +2,481	+57%	+$213K	0.09%	198
2022 Q3	$316K	Buy	4,371 +190	+5%	+$13.6K	0.05%	229
2022 Q2	$279K	Sell	4,181 -50	-1%	-$3.52K	0.04%	253
2022 Q1	$296K	Buy	+4,231	New	+$306K	0.04%	264
2021 Q1	–	Sell	-7,282	Closed	-$361K	–	287
2020 Q4	$361K	Sell	7,282 -1,906	-21%	-$87.3K	0.05%	225
2020 Q3	$370K	Buy	9,188 +2,643	+40%	+$113K	0.06%	204
2020 Q2	$272K	Buy	+6,545	New	+$239K	0.05%	215
2017 Q2	–	Sell	-5,000	Closed	-$316K	–	208
2017 Q1	$316K	Hold	5,000	–	–	0.07%	156
2016 Q4	$289K	Hold	5,000	–	–	0.07%	160
2016 Q3	$258K	Buy	+5,000	New	+$234K	0.06%	158

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cypress Capital Group's PFG Position: Q1 2023 in Review

Cypress Capital Group sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 6,852 shares — an estimated $575K sold.

Cypress Capital Group first reported a position in PFG in Q3 2016 and held it in 10 quarters. The position peaked at $575K in Q4 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

Cypress Capital Group reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
Cypress Capital Group sold 6,852 Principal Financial Group shares in Q1 2023, an estimated $575K.
Cypress Capital Group first reported a position in Principal Financial Group in Q3 2016 and held it in 10 quarters.
Cypress Capital Group's Principal Financial Group position peaked at $575K in Q4 2022.
743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Cypress Capital Group's 13F filing for Q1 2023, filed 4 May 2023.