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Morningstar Investment Services’s Principal Financial Group PFG Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-9,505
Closed -$818K – 329
2024
Q3 		$818K Buy
+9,505
New +$768K 0.01% 227

Other funds holding PFG

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morningstar Investment Services's PFG Position: Q4 2024 in Review

Morningstar Investment Services sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 9,505 shares — an estimated $818K sold.

Morningstar Investment Services first reported a position in PFG in Q3 2024 and held it in 1 quarter. The position peaked at $818K in Q3 2024. 785 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Morningstar Investment Services reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 9,505 Principal Financial Group shares in Q4 2024, an estimated $818K.
  • Morningstar Investment Services first reported a position in Principal Financial Group in Q3 2024 and held it in 1 quarter.
  • Morningstar Investment Services's Principal Financial Group position peaked at $818K in Q3 2024.
  • 785 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.