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Industrial Alliance Investment Management’s Principal Financial Group PFG Stock Holding History

Industrial Alliance Investment 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
2023
Q2 		– Sell
-14,963
Closed -$1.11M – 412
2023
Q1 		$1.11M Buy
+14,963
New +$1.27M 0.03% 293

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Industrial Alliance Investment Management's PFG Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Principal Financial Group (PFG) in Q2 2023, closing a stake of 14,963 shares — an estimated $1.11M sold.

Industrial Alliance Investment Management first reported a position in PFG in Q1 2023 and held it in 1 quarter. The position peaked at $1.11M in Q1 2023. 731 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Principal Financial Group position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 14,963 Principal Financial Group shares in Q2 2023, an estimated $1.11M.
  • Industrial Alliance Investment Management first reported a position in Principal Financial Group in Q1 2023 and held it in 1 quarter.
  • Industrial Alliance Investment Management's Principal Financial Group position peaked at $1.11M in Q1 2023.
  • 731 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.