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GAM Systematic’s Principal Financial Group PFG Stock Holding History

GAM Systematic’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
2017
Q3 		$1.17M Buy
18,250
+1,970
+12% +$127K 0.17% 240
2017
Q2 		$1.04M Buy
16,280
+3,219
+25% +$204K 0.15% 273
2017
Q1 		$824K Buy
13,061
+1,277
+11% +$77.9K 0.16% 240
2016
Q4 		$682K Buy
11,784
+2,863
+32% +$160K 0.16% 264
2016
Q3 		$460K Buy
+8,921
New +$417K 0.1% 391

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

GAM Systematic's PFG Position: Q3 2017 in Review

GAM Systematic increased its Principal Financial Group (PFG) stake by 12% in Q3 2017, buying an estimated $127K and bringing the position to 18,250 shares worth $1.17M. The position accounts for 0.17% of the portfolio, ranked #240.

GAM Systematic first reported a position in PFG in Q3 2016 and has held it in 5 quarters since. 559 funds tracked by Wall St. Rank hold PFG as of Q3 2017.

  • GAM Systematic held 18,250 shares of Principal Financial Group worth $1.17M as of Q3 2017.
  • GAM Systematic bought 1,970 Principal Financial Group shares in Q3 2017, an estimated $127K.
  • Principal Financial Group made up 0.17% of GAM Systematic's portfolio in Q3 2017, its #240 holding.
  • GAM Systematic first reported a position in Principal Financial Group in Q3 2016 and has held it in 5 quarters since.
  • 559 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2017.

Based on GAM Systematic's 13F filing for Q3 2017, filed 14 Nov 2017.