DILIC
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Dai-ichi Life Insurance Company’s Principal Financial Group PFG Stock Holding History

Dai-ichi Life Insurance Company’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
Q4 		– Sell
-2,843
Closed -$205K – 477
2023
Q3 		$205K Buy
+2,843
New +$221K ﹤0.01% 454
2023
Q1 		– Sell
-32,252
Closed -$2.71M – 501
2022
Q4 		$2.71M Hold
32,252
– – 0.06% 256
2022
Q3 		$2.33M Hold
32,252
– – 0.06% 260
2022
Q2 		$2.15M Buy
+32,252
New +$2.27M 0.05% 276
2022
Q1 		– Sell
-32,252
Closed -$2.33M – 536
2021
Q4 		$2.33M Hold
32,252
– – 0.03% 324
2021
Q3 		$2.08M Sell
32,252
-26,086
-45% -$1.67M 0.03% 340
2021
Q2 		$3.69M Hold
58,338
– – 0.05% 258
2021
Q1 		$3.5M Hold
58,338
– – 0.05% 260
2020
Q4 		$2.89M Buy
58,338
+35,000
+150% +$1.6M 0.04% 276
2020
Q3 		$940K Buy
+23,338
New +$995K 0.02% 396
2020
Q2 		– Sell
-49,691
Closed -$1.56M – 512
2020
Q1 		$1.56M Hold
49,691
– – 0.06% 299
2019
Q4 		$2.73M Buy
49,691
+472
+1% +$25.8K 0.06% 287
2019
Q3 		$2.81M Hold
49,219
– – 0.07% 274
2019
Q2 		$2.85M Hold
49,219
– – 0.07% 268
2019
Q1 		$2.47M Hold
49,219
– – 0.06% 304
2018
Q4 		$2.17M Sell
49,219
-30,000
-38% -$1.48M 0.06% 291
2018
Q3 		$4.64M Hold
79,219
– – 0.1% 197
2018
Q2 		$4.2M Sell
79,219
-11,000
-12% -$639K 0.1% 209
2018
Q1 		$5.5M Hold
90,219
– – 0.11% 177
2017
Q4 		$6.37M Sell
90,219
-1,159
-1% -$79.8K 0.12% 160
2017
Q3 		$5.88M Hold
91,378
– – 0.12% 160
2017
Q2 		$5.86M Buy
91,378
+71,800
+367% +$4.55M 0.13% 160
2017
Q1 		$1.24M Hold
19,578
– – 0.03% 356
2016
Q4 		$1.13M Buy
+19,578
New +$1.1M 0.03% 385

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dai-ichi Life Insurance Company's PFG Position: Q4 2023 in Review

Dai-ichi Life Insurance Company sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 2,843 shares — an estimated $205K sold.

Dai-ichi Life Insurance Company first reported a position in PFG in Q4 2016 and held it in 24 quarters. The position peaked at $6.37M in Q4 2017. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

  • Dai-ichi Life Insurance Company reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
  • Dai-ichi Life Insurance Company sold 2,843 Principal Financial Group shares in Q4 2023, an estimated $205K.
  • Dai-ichi Life Insurance Company first reported a position in Principal Financial Group in Q4 2016 and held it in 24 quarters.
  • Dai-ichi Life Insurance Company's Principal Financial Group position peaked at $6.37M in Q4 2017.
  • 756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on Dai-ichi Life Insurance Company's 13F filing for Q4 2023, filed 9 Feb 2024.