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Ground Swell Capital’s Principal Financial Group PFG Stock Holding History

Ground Swell Capital’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
-4,241
Closed -$333K – 242
2024
Q2 		$333K Buy
+4,241
New +$344K 0.26% 49
2022
Q3 		– Sell
-4,033
Closed -$269K – 172
2022
Q2 		$269K Buy
+4,033
New +$284K 0.49% 62
2014
Q3 		$34K Buy
651
+343
+111% +$17.9K 0.06% 323
2014
Q2 		$16K Buy
+308
New +$14.5K 0.03% 512

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 $3.38T AUM 44.17% 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

Ground Swell Capital's PFG Position: Q3 2024 in Review

Ground Swell Capital sold out of Principal Financial Group (PFG) in Q3 2024, closing a stake of 4,241 shares — an estimated $333K sold.

Ground Swell Capital first reported a position in PFG in Q2 2014 and held it in 4 quarters. The position peaked at $333K in Q2 2024. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

  • Ground Swell Capital reported no remaining Principal Financial Group position as of Q3 2024 after selling out during the quarter.
  • Ground Swell Capital sold 4,241 Principal Financial Group shares in Q3 2024, an estimated $333K.
  • Ground Swell Capital first reported a position in Principal Financial Group in Q2 2014 and held it in 4 quarters.
  • Ground Swell Capital's Principal Financial Group position peaked at $333K in Q2 2024.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Ground Swell Capital's 13F filing for Q3 2024, filed 29 Oct 2024.