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Natixis Investment Managers International’s Principal Financial Group PFG Stock Holding History

Natixis Investment Managers International’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
2022
Q3 		– Sell
-10,657
Closed -$711K – 403
2022
Q2 		$711K Buy
10,657
+4,996
+88% +$351K 0.01% 259
2022
Q1 		$415K Buy
+5,661
New +$410K 0.01% 322
2018
Q4 		– Sell
-9,563
Closed -$560K – 428
2018
Q3 		$560K Buy
9,563
+1,222
+15% +$68.1K 0.03% 450
2018
Q2 		$442K Buy
8,341
+2,253
+37% +$131K 0.02% 441
2018
Q1 		$371K Buy
+6,088
New +$401K 0.03% 290
2017
Q4 		– Sell
-2,929
Closed -$188K – 307
2017
Q3 		$188K Buy
2,929
+59
+2% +$3.79K 0.02% 325
2017
Q2 		$184K Buy
2,870
+980
+52% +$62.2K 0.02% 317
2017
Q1 		$119K Sell
1,890
-1,850
-49% -$113K 0.01% 343
2016
Q4 		$216K Sell
3,740
-10,355
-73% -$580K 0.02% 339
2016
Q3 		$726K Sell
14,095
-3,659
-21% -$171K 0.07% 182
2016
Q2 		$730K Buy
+17,754
New +$749K 0.08% 165
2016
Q1 		– Sell
-2,112
Closed -$95K – 398
2015
Q4 		$95K Hold
2,112
– – 0.01% 372
2015
Q3 		$100K Buy
2,112
+608
+40% +$31.5K 0.01% 389
2015
Q2 		$77K Buy
+1,504
New +$78K 0.01% 403

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Natixis Investment Managers International's PFG Position: Q3 2022 in Review

Natixis Investment Managers International sold out of Principal Financial Group (PFG) in Q3 2022, closing a stake of 10,657 shares — an estimated $711K sold.

Natixis Investment Managers International first reported a position in PFG in Q2 2015 and held it in 14 quarters. The position peaked at $730K in Q2 2016. 705 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

  • Natixis Investment Managers International reported no remaining Principal Financial Group position as of Q3 2022 after selling out during the quarter.
  • Natixis Investment Managers International sold 10,657 Principal Financial Group shares in Q3 2022, an estimated $711K.
  • Natixis Investment Managers International first reported a position in Principal Financial Group in Q2 2015 and held it in 14 quarters.
  • Natixis Investment Managers International's Principal Financial Group position peaked at $730K in Q2 2016.
  • 705 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on Natixis Investment Managers International's 13F filing for Q3 2022, filed 14 Nov 2022.