Kula Investments’s Principal Financial Group PFG Stock Holding History

Kula Investments’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
2023 Q1	$371K	Buy	+4,994	New	+$424K	0.09%	392

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kula Investments's PFG Position: Q1 2023 in Review

Kula Investments opened a new position in Principal Financial Group (PFG) in Q1 2023: 4,994 shares worth $371K. The stake represents 0.09% of the portfolio and ranks #392 among its holdings.

743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

Kula Investments held 4,994 shares of Principal Financial Group worth $371K as of Q1 2023.
Principal Financial Group was a new Kula Investments position in Q1 2023.
Principal Financial Group made up 0.09% of Kula Investments's portfolio in Q1 2023, its #392 holding.
743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.