JG
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Jefferies Group’s Principal Financial Group PFG Stock Holding History

Jefferies Group’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
Q3 		$11.8M Buy
+164,200
New +$11.8M 0.1% 163
2022
Q2 		– Sell
-4,097
Closed -$301K – 1780
2022
Q1 		$301K Buy
+4,097
New +$297K ﹤0.01% 1189
2018
Q3 		– Sell
-82,588
Closed -$4.37M – 2670
2018
Q2 		$4.37M Buy
82,588
+58,240
+239% +$3.38M 0.02% 546
2018
Q1 		$1.48M Buy
24,348
+12,496
+105% +$822K 0.01% 1003
2017
Q4 		$836K Sell
11,852
-26,064
-69% -$1.8M ﹤0.01% 1474
2017
Q3 		$2.44M Sell
37,916
-7,174
-16% -$461K 0.02% 846
2017
Q2 		$2.89M Buy
+45,090
New +$2.86M 0.02% 781
2017
Q1 		– Sell
-15,834
Closed -$916K – 2578
2016
Q4 		$916K Buy
+15,834
New +$887K 0.01% 1320
2016
Q2 		– Sell
-21,985
Closed -$867K – 2371
2016
Q1 		$867K Sell
21,985
-4,056
-16% -$156K 0.01% 1192
2015
Q4 		$1.17M Buy
26,041
+8,490
+48% +$414K 0.01% 1115
2015
Q3 		$831K Buy
17,551
+16,565
+1,680% +$858K ﹤0.01% 1290
2015
Q2 		$51K Sell
986
-6,660
-87% -$346K ﹤0.01% 2426
2015
Q1 		$393K Sell
7,646
-3,089
-29% -$155K ﹤0.01% 1478
2014
Q4 		$558K Buy
10,735
+2,579
+32% +$134K ﹤0.01% 1234
2014
Q3 		$428K Buy
+8,156
New +$427K ﹤0.01% 1409
2014
Q2 		– Sell
-27,607
Closed -$1.27M – 2313
2014
Q1 		$1.27M Buy
27,607
+7,750
+39% +$355K 0.01% 822
2013
Q4 		$979K Buy
19,857
+13,181
+197% +$626K 0.01% 847
2013
Q3 		$286K Buy
+6,676
New +$278K ﹤0.01% 1441

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jefferies Group's PFG Position: Q3 2022 in Review

Jefferies Group opened a new position in Principal Financial Group (PFG) in Q3 2022: 164,200 shares worth $11.8M. The stake represents 0.1% of the portfolio and ranks #163 among its holdings. This is a return to the name: Jefferies Group previously reported a position in PFG as recently as Q1 2022.

Jefferies Group first reported a position in PFG in Q3 2013 and has held it in 18 quarters since. 705 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

  • Jefferies Group held 164,200 shares of Principal Financial Group worth $11.8M as of Q3 2022.
  • Principal Financial Group was a new Jefferies Group position in Q3 2022.
  • Principal Financial Group made up 0.1% of Jefferies Group's portfolio in Q3 2022, its #163 holding.
  • Jefferies Group first reported a position in Principal Financial Group in Q3 2013 and has held it in 18 quarters since.
  • 705 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.