FormulaFolio Investments’s Principal Financial Group PFG Stock Holding History

FormulaFolio Investments’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
2021 Q2	$6K	Buy	+92	New	+$5.88K	﹤0.01%	326
2019 Q3	–	Sell	-6,446	Closed	-$373K	–	362
2019 Q2	$373K	Buy	+6,446	New	+$355K	0.02%	234
2018 Q2	–	Sell	-10,517	Closed	-$641K	–	322
2018 Q1	$641K	Sell	10,517 -106	-1%	-$6.97K	0.04%	155
2017 Q4	$750K	Buy	+10,623	New	+$732K	0.05%	129
2017 Q2	–	Sell	-11,075	Closed	-$699K	–	239
2017 Q1	$699K	Sell	11,075 -3,657	-25%	-$223K	0.08%	86
2016 Q4	$852K	Buy	+14,732	New	+$825K	0.11%	56
2015 Q3	–	Sell	-21,065	Closed	-$1.08M	–	116
2015 Q2	$1.08M	Buy	+21,065	New	+$1.09M	0.3%	31

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

FormulaFolio Investments's PFG Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in Principal Financial Group (PFG) in Q2 2021: 92 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #326 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in PFG as recently as Q2 2019.

FormulaFolio Investments first reported a position in PFG in Q2 2015 and has held it in 7 quarters since. The position peaked at $1.08M in Q2 2015. 614 funds tracked by Wall St. Rank hold PFG as of Q2 2021.

FormulaFolio Investments held 92 shares of Principal Financial Group worth $6K as of Q2 2021.
Principal Financial Group was a new FormulaFolio Investments position in Q2 2021.
Principal Financial Group made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #326 holding.
FormulaFolio Investments first reported a position in Principal Financial Group in Q2 2015 and has held it in 7 quarters since.
FormulaFolio Investments's Principal Financial Group position peaked at $1.08M in Q2 2015.
614 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.