EVM
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Eaton Vance Management’s Principal Financial Group PFG Stock Holding History

Eaton Vance 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
2022
Q3 		$24.5M Buy
339,922
+42,821
+14% +$3.08M 0.04% 401
2022
Q2 		$19.8M Buy
297,101
+34,280
+13% +$2.41M 0.03% 459
2022
Q1 		$19.3M Buy
262,821
+110,622
+73% +$8.01M 0.02% 509
2021
Q4 		$11M Buy
152,199
+74
+0% +$5.16K 0.01% 605
2021
Q3 		$9.3M Buy
152,125
+34,007
+29% +$2.18M 0.01% 584
2021
Q2 		$7.46M Buy
118,118
+39,134
+50% +$2.5M 0.01% 672
2021
Q1 		$4.74M Buy
78,984
+1,661
+2% +$92.6K 0.01% 755
2020
Q4 		$3.84M Buy
77,323
+14,803
+24% +$678K 0.01% 777
2020
Q3 		$2.52M Sell
62,520
-28
-0% -$1.19K ﹤0.01% 786
2020
Q2 		$2.6M Sell
62,548
-23,957
-28% -$874K 0.01% 749
2020
Q1 		$2.71M Buy
86,505
+4,539
+6% +$215K 0.01% 693
2019
Q4 		$4.51M Buy
81,966
+1,064
+1% +$58.2K 0.01% 642
2019
Q3 		$4.62M Sell
80,902
-5,039
-6% -$284K 0.01% 608
2019
Q2 		$4.98M Buy
85,941
+4,504
+6% +$248K 0.01% 586
2019
Q1 		$4.09M Buy
81,437
+5,242
+7% +$260K 0.01% 605
2018
Q4 		$3.37M Buy
76,195
+10,488
+16% +$516K 0.01% 594
2018
Q3 		$3.85M Buy
65,707
+233
+0.4% +$13K 0.01% 602
2018
Q2 		$3.47M Sell
65,474
-65,022
-50% -$3.78M 0.01% 600
2018
Q1 		$7.95M Buy
130,496
+65,248
+100% +$4.29M 0.01% 558
2017
Q4 		$4.6M Hold
65,248
– – 0.01% 535
2017
Q3 		$4.2M Hold
65,248
– – 0.01% 537
2017
Q2 		$4.18M Hold
65,248
– – 0.01% 532
2017
Q1 		$4.12M Hold
65,248
– – 0.01% 512
2016
Q4 		$3.77M Sell
65,248
-8,084
-11% -$453K 0.01% 486
2016
Q3 		$3.78M Hold
73,332
– – 0.01% 466
2016
Q2 		$3.02M Hold
73,332
– – 0.01% 506
2016
Q1 		$2.89M Hold
73,332
– – 0.01% 485
2015
Q4 		$3.3M Hold
73,332
– – 0.01% 469
2015
Q3 		$3.47M Buy
+73,332
New +$3.8M 0.01% 457

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eaton Vance Management's PFG Position: Q3 2022 in Review

Eaton Vance Management increased its Principal Financial Group (PFG) stake by 14% in Q3 2022, buying an estimated $3.08M and bringing the position to 339,922 shares worth $24.5M. The position accounts for 0.04% of the portfolio, ranked #401.

Eaton Vance Management first reported a position in PFG in Q3 2015 and has held it in 29 quarters since. 705 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

  • Eaton Vance Management held 339,922 shares of Principal Financial Group worth $24.5M as of Q3 2022.
  • Eaton Vance Management bought 42,821 Principal Financial Group shares in Q3 2022, an estimated $3.08M.
  • Principal Financial Group made up 0.04% of Eaton Vance Management's portfolio in Q3 2022, its #401 holding.
  • Eaton Vance Management first reported a position in Principal Financial Group in Q3 2015 and has held it in 29 quarters since.
  • 705 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.