JIM
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Jupiter Investment Management’s Principal Financial Group PFG Stock Holding History

Jupiter 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
2020
Q2 		$1.08M Buy
25,993
+14,237
+121% +$519K 0.02% 279
2020
Q1 		$368K Sell
11,756
-482,036
-98% -$22.8M 0.01% 300
2019
Q4 		$27.2M Buy
493,792
+10,109
+2% +$553K 0.38% 83
2019
Q3 		$27.6M Buy
483,683
+437,299
+943% +$24.6M 0.36% 84
2019
Q2 		$2.69M Buy
+46,384
New +$2.56M 0.03% 219
2019
Q1 		– Sell
-23,231
Closed -$1.03M – 415
2018
Q4 		$1.03M Buy
+23,231
New +$1.14M 0.01% 235
2018
Q3 		– Sell
-14,577
Closed -$771K – 432
2018
Q2 		$771K Sell
14,577
-977,956
-99% -$56.8M 0.01% 304
2018
Q1 		$60.5M Sell
992,533
-619,977
-38% -$40.8M 0.48% 67
2017
Q4 		$114M Buy
1,612,510
+431,914
+37% +$29.8M 1.05% 33
2017
Q3 		$76M Buy
1,180,596
+603,342
+105% +$38.8M 0.79% 41
2017
Q2 		$37M Buy
577,254
+435,064
+306% +$27.6M 0.45% 72
2017
Q1 		$8.97M Buy
142,190
+134,445
+1,736% +$8.2M 0.13% 121
2016
Q4 		$448K Sell
7,745
-149,669
-95% -$8.39M 0.01% 265
2016
Q3 		$8.11M Buy
157,414
+102,830
+188% +$4.81M 0.14% 123
2016
Q2 		$2.24M Buy
54,584
+6,530
+14% +$276K 0.04% 243
2016
Q1 		$1.9M Buy
48,054
+44,475
+1,243% +$1.71M 0.04% 252
2015
Q4 		$160K Sell
3,579
-90,360
-96% -$4.41M ﹤0.01% 228
2015
Q3 		$4.45M Buy
93,939
+87,739
+1,415% +$4.55M 0.13% 140
2015
Q2 		$317K Sell
6,200
-145,612
-96% -$7.56M 0.01% 225
2015
Q1 		$7.8M Buy
151,812
+107,986
+246% +$5.43M 0.25% 92
2014
Q4 		$2.28M Hold
43,826
– – 0.08% 161
2014
Q3 		$2.3M Buy
43,826
+4,284
+11% +$224K 0.11% 155
2014
Q2 		$2M Sell
39,542
-38,607
-49% -$1.82M 0.11% 179
2014
Q1 		$3.59M Sell
78,149
-11,220
-13% -$513K 0.24% 107
2013
Q4 		$4.41M Buy
89,369
+29,203
+49% +$1.39M 0.37% 85
2013
Q3 		$2.58M Buy
+60,166
New +$2.51M 0.24% 145

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jupiter Investment Management's PFG Position: Q2 2020 in Review

Jupiter Investment Management increased its Principal Financial Group (PFG) stake by 121% in Q2 2020, buying an estimated $519K and bringing the position to 25,993 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #279.

Jupiter Investment Management first reported a position in PFG in Q3 2013 and has held it in 26 quarters since. The position peaked at $114M in Q4 2017. 569 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

  • Jupiter Investment Management held 25,993 shares of Principal Financial Group worth $1.08M as of Q2 2020.
  • Jupiter Investment Management bought 14,237 Principal Financial Group shares in Q2 2020, an estimated $519K.
  • Principal Financial Group made up 0.02% of Jupiter Investment Management's portfolio in Q2 2020, its #279 holding.
  • Jupiter Investment Management first reported a position in Principal Financial Group in Q3 2013 and has held it in 26 quarters since.
  • Jupiter Investment Management's Principal Financial Group position peaked at $114M in Q4 2017.
  • 569 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.