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M&G Investment Management’s Principal Financial Group PFG Stock Holding History

M&G Investment 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
Q3 		– Sell
-22,409
Closed -$1.41K – 775
2021
Q2 		$1.41K Buy
+22,409
New +$1.43M ﹤0.01% 574

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

M&G Investment Management's PFG Position: Q3 2021 in Review

M&G Investment Management sold out of Principal Financial Group (PFG) in Q3 2021, closing a stake of 22,409 shares — an estimated $1.41K sold.

M&G Investment Management first reported a position in PFG in Q2 2021 and held it in 1 quarter. The position peaked at $1.41K in Q2 2021. 621 funds tracked by Wall St. Rank hold PFG as of Q3 2021.

  • M&G Investment Management reported no remaining Principal Financial Group position as of Q3 2021 after selling out during the quarter.
  • M&G Investment Management sold 22,409 Principal Financial Group shares in Q3 2021, an estimated $1.41K.
  • M&G Investment Management first reported a position in Principal Financial Group in Q2 2021 and held it in 1 quarter.
  • M&G Investment Management's Principal Financial Group position peaked at $1.41K in Q2 2021.
  • 621 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2021.

Based on M&G Investment Management's 13F filing for Q3 2021, filed 9 Nov 2021.