DB Wealth Management Group’s Principal Financial Group PFG Stock Holding History

DB Wealth Management 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 Q4	$29.7K	Hold	377	–	–	0.02%	201
2023 Q3	$27.2K	Hold	377	–	–	0.02%	197
2023 Q2	$28.6K	Hold	377	–	–	0.02%	194
2023 Q1	$28K	Hold	377	–	–	0.02%	197
2022 Q4	$31.6K	Hold	377	–	–	0.02%	181
2022 Q3	$27K	Hold	377	–	–	0.02%	203
2022 Q2	$25K	Hold	377	–	–	0.02%	211
2022 Q1	$28K	Hold	377	–	–	0.02%	218
2021 Q4	$27K	Hold	377	–	–	0.02%	213
2021 Q3	$24K	Hold	377	–	–	0.02%	216
2021 Q2	$24K	Hold	377	–	–	0.02%	213
2021 Q1	$23K	Hold	377	–	–	0.02%	221
2020 Q4	$19K	Buy	+377	New	+$17.3K	0.01%	229

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DB Wealth Management Group's PFG Position: Q4 2023 in Review

DB Wealth Management Group held its Principal Financial Group (PFG) position steady in Q4 2023 at 377 shares worth $29.7K. The position accounts for 0.02% of the portfolio, ranked #201.

DB Wealth Management Group first reported a position in PFG in Q4 2020 and has held it in 13 quarters since. The position peaked at $31.6K in Q4 2022. 755 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

DB Wealth Management Group held 377 shares of Principal Financial Group worth $29.7K as of Q4 2023.
DB Wealth Management Group left its Principal Financial Group share count unchanged in Q4 2023.
Principal Financial Group made up 0.02% of DB Wealth Management Group's portfolio in Q4 2023, its #201 holding.
DB Wealth Management Group first reported a position in Principal Financial Group in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Principal Financial Group position peaked at $31.6K in Q4 2022.
755 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.