HI
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Human Investing’s Principal Financial Group PFG Stock Holding History

Human Investing’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
2021
Q1 		– Sell
-225
Closed -$11K – 315
2020
Q4 		$11K Hold
225
– – ﹤0.01% 224
2020
Q3 		$9K Hold
225
– – ﹤0.01% 231
2020
Q2 		$9K Hold
225
– – ﹤0.01% 229
2020
Q1 		$7K Hold
225
– – ﹤0.01% 237
2019
Q4 		$12K Hold
225
– – ﹤0.01% 273
2019
Q3 		$13K Hold
225
– – ﹤0.01% 261
2019
Q2 		$13K Hold
225
– – ﹤0.01% 267
2019
Q1 		$11K Hold
225
– – ﹤0.01% 256
2018
Q4 		$10K Buy
+225
New +$11.1K ﹤0.01% 278

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Human Investing's PFG Position: Q1 2021 in Review

Human Investing sold out of Principal Financial Group (PFG) in Q1 2021, closing a stake of 225 shares — an estimated $11K sold.

Human Investing first reported a position in PFG in Q4 2018 and held it in 9 quarters. The position peaked at $13K in Q3 2019. 646 funds tracked by Wall St. Rank hold PFG as of Q1 2021.

  • Human Investing reported no remaining Principal Financial Group position as of Q1 2021 after selling out during the quarter.
  • Human Investing sold 225 Principal Financial Group shares in Q1 2021, an estimated $11K.
  • Human Investing first reported a position in Principal Financial Group in Q4 2018 and held it in 9 quarters.
  • Human Investing's Principal Financial Group position peaked at $13K in Q3 2019.
  • 646 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2021.

Based on Human Investing's 13F filing for Q1 2021, filed 5 May 2021.