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Degroof Petercam Asset Management’s Principal Financial Group PFG Stock Holding History

Degroof Petercam Asset Management’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
2024
Q1 		$1.73M Sell
20,000
-2,500
-11% -$201K 0.02% 333
2023
Q4 		$1.77M Buy
+22,500
New +$1.63M 0.02% 337

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Degroof Petercam Asset Management's PFG Position: Q1 2024 in Review

Degroof Petercam Asset Management reduced its Principal Financial Group (PFG) stake by 11% in Q1 2024, selling an estimated $201K and leaving 20,000 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #333.

Degroof Petercam Asset Management first reported a position in PFG in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.77M in Q4 2023. 766 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • Degroof Petercam Asset Management held 20,000 shares of Principal Financial Group worth $1.73M as of Q1 2024.
  • Degroof Petercam Asset Management sold 2,500 Principal Financial Group shares in Q1 2024, an estimated $201K.
  • Principal Financial Group made up 0.02% of Degroof Petercam Asset Management's portfolio in Q1 2024, its #333 holding.
  • Degroof Petercam Asset Management first reported a position in Principal Financial Group in Q4 2023 and has held it in 2 quarters since.
  • Degroof Petercam Asset Management's Principal Financial Group position peaked at $1.77M in Q4 2023.
  • 766 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on Degroof Petercam Asset Management's 13F filing for Q1 2024, filed 13 May 2024.