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Lloyds Banking Group’s Principal Financial Group PFG Stock Holding History

Lloyds Banking 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
2014
Q4 		– Sell
-5,047
Closed -$264K – 318
2014
Q3 		$264K Sell
5,047
-408
-7% -$21.3K 0.07% 239
2014
Q2 		$275K Sell
5,455
-276,283
-98% -$13M 0.07% 235
2014
Q1 		$13M Sell
281,738
-147,055
-34% -$6.73M 0.12% 196
2013
Q4 		$21.1M Buy
428,793
+15,911
+4% +$756K 0.19% 139
2013
Q3 		$17.7M Sell
412,882
-8,420
-2% -$351K 0.18% 150
2013
Q2 		$15.8M Buy
+421,302
New +$15.4M 0.17% 157

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lloyds Banking Group's PFG Position: Q4 2014 in Review

Lloyds Banking Group sold out of Principal Financial Group (PFG) in Q4 2014, closing a stake of 5,047 shares — an estimated $264K sold.

Lloyds Banking Group first reported a position in PFG in Q2 2013 and held it in 6 quarters. The position peaked at $21.1M in Q4 2013. 432 funds tracked by Wall St. Rank hold PFG as of Q4 2014.

  • Lloyds Banking Group reported no remaining Principal Financial Group position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 5,047 Principal Financial Group shares in Q4 2014, an estimated $264K.
  • Lloyds Banking Group first reported a position in Principal Financial Group in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's Principal Financial Group position peaked at $21.1M in Q4 2013.
  • 432 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.