Legg Mason Asset Management’s Principal Financial Group PFG Stock Holding History

Legg Mason Asset 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
2021 Q4	$774K	Sell	10,701 -300	-3%	-$20.9K	0.86%	52
2021 Q3	$708K	Buy	11,001 +600	+6%	+$38.5K	0.82%	59
2021 Q2	$657K	Sell	10,401 -2,023	-16%	-$129K	0.72%	79
2021 Q1	$745K	Sell	12,424 -1,170	-9%	-$65.2K	0.81%	63
2020 Q4	$674K	Buy	+13,594	New	+$623K	0.67%	82
2020 Q2	$528K	Buy	12,707 +12,172	+2,275%	+$444K	0.58%	84
2020 Q1	$17K	Buy	535 +59	+12%	+$2.79K	0.02%	139
2019 Q4	$27K	Buy	476 +20	+4%	+$1.09K	0.03%	135
2019 Q3	$27K	Buy	456 +20	+5%	+$1.13K	0.03%	132
2019 Q2	$26K	Buy	436 +36	+9%	+$1.98K	0.03%	130
2019 Q1	$21K	Buy	+400	New	+$19.8K	0.02%	126

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

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legg Mason Asset Management's PFG Position: Q4 2021 in Review

Legg Mason Asset Management reduced its Principal Financial Group (PFG) stake by 2.7% in Q4 2021, selling an estimated $20.9K and leaving 10,701 shares worth $774K. The position accounts for 0.86% of the portfolio, ranked #52.

Legg Mason Asset Management first reported a position in PFG in Q1 2019 and has held it in 11 quarters since. 663 funds tracked by Wall St. Rank hold PFG as of Q4 2021.

Legg Mason Asset Management held 10,701 shares of Principal Financial Group worth $774K as of Q4 2021.
Legg Mason Asset Management sold 300 Principal Financial Group shares in Q4 2021, an estimated $20.9K.
Principal Financial Group made up 0.86% of Legg Mason Asset Management's portfolio in Q4 2021, its #52 holding.
Legg Mason Asset Management first reported a position in Principal Financial Group in Q1 2019 and has held it in 11 quarters since.
663 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.

Based on Legg Mason Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.