KC
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Kepos Capital’s Principal Financial Group PFG Stock Holding History

Kepos Capital’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
2019
Q2 		– Sell
-80,507
Closed -$4.04M – 386
2019
Q1 		$4.04M Sell
80,507
-51,045
-39% -$2.53M 0.3% 104
2018
Q4 		$5.81M Buy
+131,552
New +$6.48M 0.45% 62
2018
Q3 		– Sell
-14,626
Closed -$774K – 409
2018
Q2 		$774K Sell
14,626
-1,861
-11% -$108K 0.04% 239
2018
Q1 		$1M Hold
16,487
– – 0.06% 175
2017
Q4 		$1.16M Buy
+16,487
New +$1.14M 0.1% 138

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kepos Capital's PFG Position: Q2 2019 in Review

Kepos Capital sold out of Principal Financial Group (PFG) in Q2 2019, closing a stake of 80,507 shares — an estimated $4.04M sold.

Kepos Capital first reported a position in PFG in Q4 2017 and held it in 5 quarters. The position peaked at $5.81M in Q4 2018. 610 funds tracked by Wall St. Rank hold PFG as of Q2 2019.

  • Kepos Capital reported no remaining Principal Financial Group position as of Q2 2019 after selling out during the quarter.
  • Kepos Capital sold 80,507 Principal Financial Group shares in Q2 2019, an estimated $4.04M.
  • Kepos Capital first reported a position in Principal Financial Group in Q4 2017 and held it in 5 quarters.
  • Kepos Capital's Principal Financial Group position peaked at $5.81M in Q4 2018.
  • 610 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2019.

Based on Kepos Capital's 13F filing for Q2 2019, filed 13 Aug 2019.