HI
PFG icon

HBK Investments’s Principal Financial Group PFG Stock Holding History

HBK 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
2018
Q3 		– Sell
-12,391
Closed -$656K – 1307
2018
Q2 		$656K Sell
12,391
-63,609
-84% -$3.7M ﹤0.01% 735
2018
Q1 		$4.63M Buy
76,000
+64,795
+578% +$4.26M 0.03% 294
2017
Q4 		$791K Buy
11,205
+2,605
+30% +$179K 0.01% 659
2017
Q3 		$553K Buy
+8,600
New +$553K ﹤0.01% 771
2016
Q2 		– Sell
-38,713
Closed -$1.53M – 1051
2016
Q1 		$1.53M Buy
+38,713
New +$1.49M 0.01% 497

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

HBK Investments's PFG Position: Q3 2018 in Review

HBK Investments sold out of Principal Financial Group (PFG) in Q3 2018, closing a stake of 12,391 shares — an estimated $656K sold.

HBK Investments first reported a position in PFG in Q1 2016 and held it in 5 quarters. The position peaked at $4.63M in Q1 2018. 588 funds tracked by Wall St. Rank hold PFG as of Q3 2018.

  • HBK Investments reported no remaining Principal Financial Group position as of Q3 2018 after selling out during the quarter.
  • HBK Investments sold 12,391 Principal Financial Group shares in Q3 2018, an estimated $656K.
  • HBK Investments first reported a position in Principal Financial Group in Q1 2016 and held it in 5 quarters.
  • HBK Investments's Principal Financial Group position peaked at $4.63M in Q1 2018.
  • 588 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2018.

Based on HBK Investments's 13F filing for Q3 2018, filed 14 Nov 2018.