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Gradient Investments’s Principal Financial Group PFG Stock Holding History

Gradient 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
2024
Q3 		– Sell
-1,610
Closed -$126K – 1004
2024
Q2 		$126K Buy
1,610
+988
+159% +$80.2K ﹤0.01% 368
2024
Q1 		$53.7K Sell
622
-22
-3% -$1.77K ﹤0.01% 421
2023
Q4 		$50.6K Sell
644
-127
-16% -$9.2K ﹤0.01% 538
2023
Q3 		$55.6K Hold
771
– – ﹤0.01% 484
2023
Q2 		$58.5K Buy
771
+27
+4% +$1.95K ﹤0.01% 480
2023
Q1 		$55.3K Sell
744
-201
-21% -$17.1K ﹤0.01% 482
2022
Q4 		$79.3K Buy
945
+606
+179% +$52K ﹤0.01% 425
2022
Q3 		$24K Buy
339
+67
+25% +$4.81K ﹤0.01% 633
2022
Q2 		$18K Buy
272
+134
+97% +$9.43K ﹤0.01% 669
2022
Q1 		$10K Hold
138
– – ﹤0.01% 778
2021
Q4 		$10K Hold
138
– – ﹤0.01% 796
2021
Q3 		$9K Hold
138
– – ﹤0.01% 789
2021
Q2 		$9K Buy
+138
New +$8.82K ﹤0.01% 785
2021
Q1 		– Sell
-63
Closed -$3K – 1248
2020
Q4 		$3K Hold
63
– – ﹤0.01% 899
2020
Q3 		$3K Hold
63
– – ﹤0.01% 904
2020
Q2 		$3K Sell
63
-566
-90% -$20.6K ﹤0.01% 842
2020
Q1 		$20K Sell
629
-13
-2% -$615 ﹤0.01% 519
2019
Q4 		$35K Buy
642
+629
+4,838% +$34.4K ﹤0.01% 470
2019
Q3 		$1K Sell
13
-136
-91% -$7.66K ﹤0.01% 1033
2019
Q2 		$9K Buy
+149
New +$8.21K ﹤0.01% 680
2018
Q4 		– Sell
-13
Closed -$1K – 1049
2018
Q3 		$1K Hold
13
– – ﹤0.01% 927
2018
Q2 		$1K Sell
13
-870
-99% -$50.6K ﹤0.01% 918
2018
Q1 		$54K Sell
883
-142
-14% -$9.34K ﹤0.01% 332
2017
Q4 		$72K Buy
+1,025
New +$70.6K ﹤0.01% 311
2017
Q3 		– Sell
-1
Closed – – 572
2017
Q2 		$0 Buy
+1
New +$63 ﹤0.01% 884

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gradient Investments's PFG Position: Q3 2024 in Review

Gradient Investments sold out of Principal Financial Group (PFG) in Q3 2024, closing a stake of 1,610 shares — an estimated $126K sold.

Gradient Investments first reported a position in PFG in Q2 2017 and held it in 25 quarters. The position peaked at $126K in Q2 2024. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

  • Gradient Investments reported no remaining Principal Financial Group position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1,610 Principal Financial Group shares in Q3 2024, an estimated $126K.
  • Gradient Investments first reported a position in Principal Financial Group in Q2 2017 and held it in 25 quarters.
  • Gradient Investments's Principal Financial Group position peaked at $126K in Q2 2024.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.