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Kiwi Wealth Investments Limited Partnership’s Principal Financial Group PFG Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		– Sell
-13,457
Closed -$899K – 251
2022
Q3 		$899K Hold
13,457
– – 0.06% 173
2022
Q2 		$899K Buy
+13,457
New +$947K 0.06% 173
2021
Q4 		– Sell
-86,841
Closed -$5.59M – 275
2021
Q3 		$5.59M Buy
+86,841
New +$5.58M 0.29% 91

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's PFG Position: Q4 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Principal Financial Group (PFG) in Q4 2022, closing a stake of 13,457 shares — an estimated $899K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in PFG in Q3 2021 and held it in 3 quarters. The position peaked at $5.59M in Q3 2021. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Principal Financial Group position as of Q4 2022 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 13,457 Principal Financial Group shares in Q4 2022, an estimated $899K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Principal Financial Group in Q3 2021 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Principal Financial Group position peaked at $5.59M in Q3 2021.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2022, filed 15 Feb 2023.