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Lake Street Advisors Group’s Principal Financial Group PFG Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$281K Sell
3,625
-82
-2% -$6.91K 0.01% 472
2024
Q3 		$318K Buy
3,707
+100
+3% +$8.08K 0.01% 430
2024
Q2 		$283K Sell
3,607
-335
-8% -$27.2K 0.01% 457
2024
Q1 		$340K Buy
3,942
+146
+4% +$11.7K 0.02% 429
2023
Q4 		$299K Buy
+3,796
New +$275K 0.02% 439

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's PFG Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Principal Financial Group (PFG) stake by 2.2% in Q4 2024, selling an estimated $6.91K and leaving 3,625 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #472.

Lake Street Advisors Group first reported a position in PFG in Q4 2023 and has held it in 5 quarters since. The position peaked at $340K in Q1 2024. 785 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Lake Street Advisors Group held 3,625 shares of Principal Financial Group worth $281K as of Q4 2024.
  • Lake Street Advisors Group sold 82 Principal Financial Group shares in Q4 2024, an estimated $6.91K.
  • Principal Financial Group made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #472 holding.
  • Lake Street Advisors Group first reported a position in Principal Financial Group in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Principal Financial Group position peaked at $340K in Q1 2024.
  • 785 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.