IMS
PFG icon

Index Management Solutions’s Principal Financial Group PFG Stock Holding History

Index Management Solutions’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
2015
Q3 		$19K Buy
400
+23
+6% +$1.19K 0.02% 426
2015
Q2 		$19K Buy
377
+211
+127% +$10.9K 0.02% 507
2015
Q1 		$9K Sell
166
-464
-74% -$23.3K 0.01% 606
2014
Q4 		$33K Sell
630
-741
-54% -$38.4K ﹤0.01% 599
2014
Q3 		$72K Buy
1,371
+212
+18% +$11.1K 0.01% 783
2014
Q2 		$59K Sell
1,159
-19,577
-94% -$922K 0.01% 790
2014
Q1 		$954K Buy
20,736
+19,637
+1,787% +$899K 0.15% 147
2013
Q4 		$54K Buy
1,099
+96
+10% +$4.56K 0.01% 479
2013
Q3 		$43K Buy
+1,003
New +$41.8K 0.01% 522

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return