HGERS
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Householder Group Estate & Retirement Specialist’s Principal Financial Group PFG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$3K Hold
41
– – ﹤0.01% 1044
2022
Q4 		$3K Hold
41
– – ﹤0.01% 297
2022
Q3 		$2K Buy
+41
New +$2.94K ﹤0.01% 971

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Householder Group Estate & Retirement Specialist's PFG Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist held its Principal Financial Group (PFG) position steady in Q1 2023 at 41 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Householder Group Estate & Retirement Specialist first reported a position in PFG in Q3 2022 and has held it in 3 quarters since. 744 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 41 shares of Principal Financial Group worth $3K as of Q1 2023.
  • Householder Group Estate & Retirement Specialist left its Principal Financial Group share count unchanged in Q1 2023.
  • Principal Financial Group made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1044 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Principal Financial Group in Q3 2022 and has held it in 3 quarters since.
  • 744 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.