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Liberty Mutual Group Asset Management’s Principal Financial Group PFG Stock Holding History

Liberty Mutual Group 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
2018
Q4 		– Sell
-10,646
Closed -$624K – 583
2018
Q3 		$624K Hold
10,646
– – 0.01% 640
2018
Q2 		$564K Sell
10,646
-65
-0.6% -$3.78K 0.01% 688
2018
Q1 		$652K Hold
10,711
– – 0.02% 586
2017
Q4 		$756K Sell
10,711
-143
-1% -$9.85K 0.02% 593
2017
Q3 		$698K Sell
10,854
-6,446
-37% -$415K 0.04% 611
2017
Q2 		$1.11M Buy
17,300
+724
+4% +$45.9K 0.04% 583
2017
Q1 		$1.05M Sell
16,576
-5,871
-26% -$358K 0.04% 617
2016
Q4 		$1.3M Sell
22,447
-34
-0.2% -$1.91K 0.05% 572
2016
Q3 		$1.16M Sell
22,481
-504
-2% -$23.6K 0.04% 604
2016
Q2 		$944K Buy
22,985
+2,356
+11% +$99.5K 0.03% 671
2016
Q1 		$813K Buy
20,629
+4,540
+28% +$175K 0.03% 693
2015
Q4 		$723K Sell
16,089
-16,656
-51% -$813K 0.03% 753
2015
Q3 		$1.55M Sell
32,745
-7
-0% -$363 0.06% 546
2015
Q2 		$1.68M Sell
32,752
-10,248
-24% -$532K 0.06% 559
2015
Q1 		$2.21M Buy
43,000
+1,284
+3% +$64.5K 0.07% 463
2014
Q4 		$2.17M Buy
41,716
+3,410
+9% +$177K 0.07% 459
2014
Q3 		$2.01M Sell
38,306
-1,538
-4% -$80.5K 0.07% 449
2014
Q2 		$2.01M Buy
39,844
+2,495
+7% +$117K 0.06% 472
2014
Q1 		$1.72M Buy
37,349
+5,762
+18% +$264K 0.06% 590
2013
Q4 		$1.56M Buy
31,587
+15,054
+91% +$715K 0.05% 509
2013
Q3 		$708K Buy
16,533
+3,381
+26% +$141K 0.03% 764
2013
Q2 		$493K Buy
+13,152
New +$481K 0.02% 833

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Mutual Group Asset Management's PFG Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Principal Financial Group (PFG) in Q4 2018, closing a stake of 10,646 shares — an estimated $624K sold.

Liberty Mutual Group Asset Management first reported a position in PFG in Q2 2013 and held it in 22 quarters. The position peaked at $2.21M in Q1 2015. 573 funds tracked by Wall St. Rank hold PFG as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Principal Financial Group position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 10,646 Principal Financial Group shares in Q4 2018, an estimated $624K.
  • Liberty Mutual Group Asset Management first reported a position in Principal Financial Group in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Principal Financial Group position peaked at $2.21M in Q1 2015.
  • 573 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.