Impax Asset Management’s Principal Financial Group PFG Stock Holding History

Impax Asset 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 Q2	$4.53M	Buy	85,559 +15,650	+22%	+$909K	0.27%	107
2018 Q1	$4.26M	Buy	69,909 +19,376	+38%	+$1.27M	0.25%	105
2017 Q4	$3.57M	Buy	50,533 +5,961	+13%	+$411K	0.2%	111
2017 Q3	$2.87M	Hold	44,572	–	–	0.16%	110
2017 Q2	$2.86M	Buy	+44,572	New	+$2.83M	0.16%	107
2014 Q4	–	Sell	-18,698	Closed	-$981K	–	202
2014 Q3	$981K	Buy	18,698 +3,378	+22%	+$177K	0.06%	163
2014 Q2	$773K	Buy	+15,320	New	+$721K	0.05%	166

Other funds holding PFG

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

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Impax Asset Management's PFG Position: Q2 2018 in Review

Impax Asset Management increased its Principal Financial Group (PFG) stake by 22% in Q2 2018, buying an estimated $909K and bringing the position to 85,559 shares worth $4.53M. The position accounts for 0.27% of the portfolio, ranked #107.

Impax Asset Management first reported a position in PFG in Q2 2014 and has held it in 7 quarters since. 597 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

Impax Asset Management held 85,559 shares of Principal Financial Group worth $4.53M as of Q2 2018.
Impax Asset Management bought 15,650 Principal Financial Group shares in Q2 2018, an estimated $909K.
Principal Financial Group made up 0.27% of Impax Asset Management's portfolio in Q2 2018, its #107 holding.
Impax Asset Management first reported a position in Principal Financial Group in Q2 2014 and has held it in 7 quarters since.
597 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on Impax Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.