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Mizuho Trust & Banking’s Principal Financial Group PFG Stock Holding History

Mizuho Trust & Banking’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
2016
Q4 		– Sell
-462,393
Closed -$23.8M – 498
2016
Q3 		$23.8M Sell
462,393
-3,874
-0.8% -$181K 0.07% 301
2016
Q2 		$19.2M Sell
466,267
-10,509
-2% -$444K 0.06% 349
2016
Q1 		$18.8M Buy
476,776
+11,073
+2% +$426K 0.06% 348
2015
Q4 		$21.2M Buy
465,703
+8,030
+2% +$392K 0.07% 296
2015
Q3 		$21.7M Buy
457,673
+24,794
+6% +$1.28M 0.07% 291
2015
Q2 		$22.2M Buy
432,879
+17,060
+4% +$885K 0.07% 295
2015
Q1 		$21.4M Buy
415,819
+16,867
+4% +$848K 0.07% 302
2014
Q4 		$20.7M Buy
398,952
+8,573
+2% +$444K 0.07% 295
2014
Q3 		$20.5M Sell
390,379
-13,844
-3% -$724K 0.08% 283
2014
Q2 		$20.4M Sell
404,223
-10,654
-3% -$502K 0.07% 300
2014
Q1 		$19.1M Buy
414,877
+19,651
+5% +$899K 0.07% 320
2013
Q4 		$19.2M Sell
395,226
-17,356
-4% -$824K 0.07% 308
2013
Q3 		$15.5M Hold
412,582
– – 0.06% 347
2013
Q2 		$15.4M Buy
+412,582
New +$15.1M 0.07% 346

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Mizuho Trust & Banking's PFG Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of Principal Financial Group (PFG) in Q4 2016, closing a stake of 462,393 shares — an estimated $23.8M sold.

Mizuho Trust & Banking first reported a position in PFG in Q2 2013 and held it in 14 quarters. The position peaked at $23.8M in Q3 2016. 539 funds tracked by Wall St. Rank hold PFG as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining Principal Financial Group position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 462,393 Principal Financial Group shares in Q4 2016, an estimated $23.8M.
  • Mizuho Trust & Banking first reported a position in Principal Financial Group in Q2 2013 and held it in 14 quarters.
  • Mizuho Trust & Banking's Principal Financial Group position peaked at $23.8M in Q3 2016.
  • 539 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.