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

Howard 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
2024 Q4	–	Sell	-4,266	Closed	-$366K	–	419
2024 Q3	$366K	Buy	+4,266	New	+$345K	0.01%	305
2018 Q4	–	Sell	-199,856	Closed	-$11.7M	–	50
2018 Q3	$11.7M	Hold	199,856	–	–	1.13%	29
2018 Q2	$10.6M	Buy	199,856 +69,170	+53%	+$4.02M	1.17%	49
2018 Q1	$7.96M	Buy	130,686 +10,419	+9%	+$686K	1%	56
2017 Q4	$8.49M	Buy	+120,267	New	+$8.29M	1.35%	31

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Howard Capital Management's PFG Position: Q4 2024 in Review

Howard Capital Management sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 4,266 shares — an estimated $366K sold.

Howard Capital Management first reported a position in PFG in Q4 2017 and held it in 5 quarters. The position peaked at $11.7M in Q3 2018. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

Howard Capital Management reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
Howard Capital Management sold 4,266 Principal Financial Group shares in Q4 2024, an estimated $366K.
Howard Capital Management first reported a position in Principal Financial Group in Q4 2017 and held it in 5 quarters.
Howard Capital Management's Principal Financial Group position peaked at $11.7M in Q3 2018.
784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Howard Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.