LF
PFG icon

Lee Financial’s Principal Financial Group PFG Stock Holding History

Lee Financial’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
Q1 		– Sell
-507
Closed -$39.9K – 629
2023
Q4 		$39.9K Buy
507
+52
+11% +$3.77K 0.01% 253
2023
Q3 		$32.8K Hold
455
– – 0.01% 258
2023
Q2 		$34.5K Sell
455
-25
-5% -$1.8K 0.01% 248
2023
Q1 		$35.7K Sell
480
-43
-8% -$3.65K 0.01% 254
2022
Q4 		$43.9K Sell
523
-129
-20% -$11.1K 0.01% 264
2022
Q3 		$47K Sell
652
-253
-28% -$18.2K 0.01% 252
2022
Q2 		$60K Buy
+905
New +$63.7K 0.01% 231
2022
Q1 		– Sell
-30
Closed -$2K – 910
2021
Q4 		$2K Buy
+30
New +$2.09K ﹤0.01% 770

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
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