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Jupiter Asset Management’s Principal Financial Group PFG Stock Holding History

Jupiter 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
2020
Q4 		– Sell
-19,545
Closed -$787K – 642
2020
Q3 		$787K Buy
+19,545
New +$833K 0.01% 479
2014
Q4 		– Sell
-28,000
Closed -$1.47M – 245
2014
Q3 		$1.47M Buy
+28,000
New +$1.46M 0.05% 210

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Jupiter Asset Management's PFG Position: Q4 2020 in Review

Jupiter Asset Management sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 19,545 shares — an estimated $787K sold.

Jupiter Asset Management first reported a position in PFG in Q3 2014 and held it in 2 quarters. The position peaked at $1.47M in Q3 2014. 619 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

  • Jupiter Asset Management reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
  • Jupiter Asset Management sold 19,545 Principal Financial Group shares in Q4 2020, an estimated $787K.
  • Jupiter Asset Management first reported a position in Principal Financial Group in Q3 2014 and held it in 2 quarters.
  • Jupiter Asset Management's Principal Financial Group position peaked at $1.47M in Q3 2014.
  • 619 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on Jupiter Asset Management's 13F filing for Q4 2020, filed 10 Feb 2021.