FMAEN1
PFG icon

Fund Management at Engine No 1’s Principal Financial Group PFG Stock Holding History

Fund Management at Engine No 1’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 		– Sell
-3,179
Closed -$229K – 313
2023
Q3 		$229K Buy
3,179
+239
+8% +$18.6K 0.04% 402
2023
Q2 		$223K Buy
2,940
+179
+6% +$12.9K 0.04% 394
2023
Q1 		$205K Buy
2,761
+255
+10% +$21.6K 0.04% 391
2022
Q4 		$210K Buy
+2,506
New +$215K 0.05% 348

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fund Management at Engine No 1's PFG Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 3,179 shares — an estimated $229K sold.

Fund Management at Engine No 1 first reported a position in PFG in Q4 2022 and held it in 4 quarters. The position peaked at $229K in Q3 2023. 755 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 3,179 Principal Financial Group shares in Q4 2023, an estimated $229K.
  • Fund Management at Engine No 1 first reported a position in Principal Financial Group in Q4 2022 and held it in 4 quarters.
  • Fund Management at Engine No 1's Principal Financial Group position peaked at $229K in Q3 2023.
  • 755 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.