HCM
PFG icon

Highbridge Capital Management’s Principal Financial Group PFG Stock Holding History

Highbridge Capital Management’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
Q4 		– Sell
-9,980
Closed -$585K – 475
2018
Q3 		$585K Buy
+9,980
New +$556K 0.01% 422
2017
Q4 		– Sell
-4,160
Closed -$268K – 1882
2017
Q3 		$268K Buy
+4,160
New +$268K ﹤0.01% 1263
2017
Q1 		– Sell
-15,792
Closed -$914K – 1639
2016
Q4 		$914K Buy
+15,792
New +$885K 0.02% 566

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Highbridge Capital Management's PFG Position: Q4 2018 in Review

Highbridge Capital Management sold out of Principal Financial Group (PFG) in Q4 2018, closing a stake of 9,980 shares — an estimated $585K sold.

Highbridge Capital Management first reported a position in PFG in Q4 2016 and held it in 3 quarters. The position peaked at $914K in Q4 2016. 573 funds tracked by Wall St. Rank hold PFG as of Q4 2018.

  • Highbridge Capital Management reported no remaining Principal Financial Group position as of Q4 2018 after selling out during the quarter.
  • Highbridge Capital Management sold 9,980 Principal Financial Group shares in Q4 2018, an estimated $585K.
  • Highbridge Capital Management first reported a position in Principal Financial Group in Q4 2016 and held it in 3 quarters.
  • Highbridge Capital Management's Principal Financial Group position peaked at $914K in Q4 2016.
  • 573 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2018.

Based on Highbridge Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.