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Institutional & Family Asset Management’s Principal Financial Group PFG Stock Holding History

Institutional & Family 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
2024
Q2 		$15.3K Hold
195
– – ﹤0.01% 373
2024
Q1 		$16.8K Sell
195
-64
-25% -$5.14K ﹤0.01% 350
2023
Q4 		$20.4K Hold
259
– – ﹤0.01% 316
2023
Q3 		$18.7K Sell
259
-3
-1% -$233 ﹤0.01% 312
2023
Q2 		$19.9K Buy
262
+3
+1% +$216 ﹤0.01% 314
2023
Q1 		$19.2K Hold
259
– – ﹤0.01% 314
2022
Q4 		$21.7K Hold
259
– – ﹤0.01% 297
2022
Q3 		$19K Hold
259
– – ﹤0.01% 319
2022
Q2 		$17K Hold
259
– – ﹤0.01% 336
2022
Q1 		$19K Hold
259
– – ﹤0.01% 359
2021
Q4 		$19K Sell
259
-1,100
-81% -$76.8K ﹤0.01% 378
2021
Q3 		$88K Hold
1,359
– – 0.01% 255
2021
Q2 		$86K Sell
1,359
-2,336
-63% -$149K 0.01% 263
2021
Q1 		$222K Hold
3,695
– – 0.04% 178
2020
Q4 		$183K Hold
3,695
– – 0.04% 191
2020
Q3 		$149K Hold
3,695
– – 0.03% 194
2020
Q2 		$153K Hold
3,695
– – 0.03% 196
2020
Q1 		$116K Hold
3,695
– – 0.03% 192
2019
Q4 		$203K Hold
3,695
– – 0.04% 167
2019
Q3 		$211K Buy
3,695
+107
+3% +$6.02K 0.05% 156
2019
Q2 		$208K Hold
3,588
– – 0.05% 164
2019
Q1 		$180K Buy
3,588
+600
+20% +$29.7K 0.04% 185
2018
Q4 		$132K Hold
2,988
– – 0.03% 200
2018
Q3 		$175K Hold
2,988
– – 0.03% 201
2018
Q2 		$158K Buy
2,988
+364
+14% +$21.1K 0.03% 205
2018
Q1 		$160K Buy
+2,624
New +$173K 0.03% 188

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Institutional & Family Asset Management's PFG Position: Q2 2024 in Review

Institutional & Family Asset Management held its Principal Financial Group (PFG) position steady in Q2 2024 at 195 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Institutional & Family Asset Management first reported a position in PFG in Q1 2018 and has held it in 26 quarters since. The position peaked at $222K in Q1 2021. 795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

  • Institutional & Family Asset Management held 195 shares of Principal Financial Group worth $15.3K as of Q2 2024.
  • Institutional & Family Asset Management left its Principal Financial Group share count unchanged in Q2 2024.
  • Principal Financial Group made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #373 holding.
  • Institutional & Family Asset Management first reported a position in Principal Financial Group in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Principal Financial Group position peaked at $222K in Q1 2021.
  • 795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.