Itau Unibanco Holding S.A.’s Principal Financial Group PFG Stock Holding History

Itau Unibanco Holding S.A.’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	-3,798	Closed	-$282K	–	591
2023 Q1	$282K	Buy	+3,798	New	+$322K	0.01%	149
2020 Q1	–	Sell	-2,512	Closed	-$138K	–	747
2019 Q4	$138K	Buy	+2,512	New	+$137K	0.01%	402
2019 Q3	–	Sell	-4,524	Closed	-$262K	–	582
2019 Q2	$262K	Buy	+4,524	New	+$249K	0.01%	494
2018 Q3	–	Sell	-1,892	Closed	-$100K	–	739
2018 Q2	$100K	Buy	+1,892	New	+$110K	0.01%	538

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

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

Itau Unibanco Holding S.A.'s PFG Position: Q2 2023 in Review

Itau Unibanco Holding S.A. sold out of Principal Financial Group (PFG) in Q2 2023, closing a stake of 3,798 shares — an estimated $282K sold.

Itau Unibanco Holding S.A. first reported a position in PFG in Q2 2018 and held it in 4 quarters. The position peaked at $282K in Q1 2023. 730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

Itau Unibanco Holding S.A. reported no remaining Principal Financial Group position as of Q2 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 3,798 Principal Financial Group shares in Q2 2023, an estimated $282K.
Itau Unibanco Holding S.A. first reported a position in Principal Financial Group in Q2 2018 and held it in 4 quarters.
Itau Unibanco Holding S.A.'s Principal Financial Group position peaked at $282K in Q1 2023.
730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2023, filed 14 Aug 2023.