Laurion Capital Management’s Principal Financial Group PFG Stock Holding History

Laurion Capital 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
2024 Q3	–	Sell	-3,077	Closed	-$241K	–	528
2024 Q2	$241K	Sell	3,077 -5,084	-62%	-$413K	﹤0.01%	456
2024 Q1	$704K	Buy	+8,161	New	+$655K	0.01%	407
2023 Q2	–	Sell	-13,821	Closed	-$1.03M	–	679
2023 Q1	$1.03M	Buy	+13,821	New	+$1.17M	0.01%	304
2022 Q2	–	Sell	-4,600	Closed	-$338K	–	651
2022 Q1	$338K	Buy	+4,600	New	+$333K	﹤0.01%	421
2021 Q2	–	Sell	-18,993	Closed	-$1.14M	–	899
2021 Q1	$1.14M	Buy	+18,993	New	+$1.06M	0.01%	481
2018 Q2	–	Sell	-57,034	Closed	-$3.47M	–	1526
2018 Q1	$3.47M	Sell	57,034 -70,276	-55%	-$4.62M	0.03%	466
2017 Q4	$8.98M	Buy	127,310 +26,012	+26%	+$1.79M	0.05%	377
2017 Q3	$6.52M	Buy	101,298 +15,898	+19%	+$1.02M	0.03%	433
2017 Q2	$5.47M	Buy	85,400 +79,600	+1,372%	+$5.05M	0.03%	481
2017 Q1	$366K	Buy	+5,800	New	+$354K	﹤0.01%	1006

Other funds holding PFG

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Laurion Capital Management's PFG Position: Q3 2024 in Review

Laurion Capital Management sold out of Principal Financial Group (PFG) in Q3 2024, closing a stake of 3,077 shares — an estimated $241K sold.

Laurion Capital Management first reported a position in PFG in Q1 2017 and held it in 10 quarters. The position peaked at $8.98M in Q4 2017. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

Laurion Capital Management reported no remaining Principal Financial Group position as of Q3 2024 after selling out during the quarter.
Laurion Capital Management sold 3,077 Principal Financial Group shares in Q3 2024, an estimated $241K.
Laurion Capital Management first reported a position in Principal Financial Group in Q1 2017 and held it in 10 quarters.
Laurion Capital Management's Principal Financial Group position peaked at $8.98M in Q4 2017.
784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Laurion Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.