IndexIQ Advisors’s Principal Financial Group PFG Stock Holding History

IndexIQ Advisors’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
2022 Q1	$407K	Sell	5,542 -70	-1%	-$5.07K	0.01%	575
2021 Q4	$406K	Buy	5,612 +915	+19%	+$63.9K	0.01%	768
2021 Q3	$302K	Buy	4,697 +203	+5%	+$13K	0.01%	981
2021 Q2	$284K	Buy	4,494 +111	+3%	+$7.1K	0.01%	990
2021 Q1	$263K	Buy	4,383 +554	+14%	+$30.9K	0.01%	972
2020 Q4	$190K	Buy	+3,829	New	+$175K	0.01%	924
2019 Q1	–	Sell	-115,026	Closed	-$5.08M	–	657
2018 Q4	$5.08M	Buy	115,026 +41,798	+57%	+$2.06M	0.14%	129
2018 Q3	$4.29M	Sell	73,228 -37,424	-34%	-$2.09M	0.14%	131
2018 Q2	$5.86M	Buy	110,652 +36,811	+50%	+$2.14M	0.18%	131
2018 Q1	$4.5M	Buy	+73,841	New	+$4.86M	0.14%	91

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IndexIQ Advisors's PFG Position: Q1 2022 in Review

IndexIQ Advisors reduced its Principal Financial Group (PFG) stake by 1.2% in Q1 2022, selling an estimated $5.07K and leaving 5,542 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #575.

IndexIQ Advisors first reported a position in PFG in Q1 2018 and has held it in 10 quarters since. The position peaked at $5.86M in Q2 2018. 686 funds tracked by Wall St. Rank hold PFG as of Q1 2022.

IndexIQ Advisors held 5,542 shares of Principal Financial Group worth $407K as of Q1 2022.
IndexIQ Advisors sold 70 Principal Financial Group shares in Q1 2022, an estimated $5.07K.
Principal Financial Group made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #575 holding.
IndexIQ Advisors first reported a position in Principal Financial Group in Q1 2018 and has held it in 10 quarters since.
IndexIQ Advisors's Principal Financial Group position peaked at $5.86M in Q2 2018.
686 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.