FANJ
PFG icon

Financial Architects (New Jersey)’s Principal Financial Group PFG Stock Holding History

Financial Architects (New Jersey)’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
2019
Q2 		– Sell
-366
Closed -$18K – 1399
2019
Q1 		$18K Sell
366
-20
-5% -$991 ﹤0.01% 920
2018
Q4 		$17K Hold
386
– – ﹤0.01% 847
2018
Q3 		$23K Buy
386
+44
+13% +$2.45K ﹤0.01% 883
2018
Q2 		$18K Buy
+342
New +$19.9K ﹤0.01% 836
2016
Q4 		– Sell
-55
Closed -$3K – 1471
2016
Q3 		$3K Hold
55
– – ﹤0.01% 1259
2016
Q2 		$2K Hold
55
– – ﹤0.01% 1323
2016
Q1 		$2K Buy
+55
New +$2.12K ﹤0.01% 1060
2015
Q3 		– Sell
-120
Closed -$6K – 709
2015
Q2 		$6K Hold
120
– – ﹤0.01% 913
2015
Q1 		$6K Buy
120
+16
+15% +$804 ﹤0.01% 842
2014
Q4 		$5K Buy
+104
New +$5.39K ﹤0.01% 836

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return