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Neuberger Berman Canada’s Principal Financial Group PFG Stock Holding History

Neuberger Berman Canada’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
2017
Q1 		– Sell
-11,320
Closed -$655K – 331
2016
Q4 		$655K Buy
+11,320
New +$634K 0.17% 157

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Neuberger Berman Canada's PFG Position: Q3 2017 in Review

Neuberger Berman Canada increased its Principal Financial Group (PFG) stake by 5.1% in Q3 2017, buying an estimated $31.5K and bringing the position to 10,019 shares worth $645K. The position accounts for 0.12% of the portfolio, ranked #221.

Neuberger Berman Canada first reported a position in PFG in Q4 2015 and has held it in 7 quarters since. The position peaked at $757K in Q2 2016. 559 funds tracked by Wall St. Rank hold PFG as of Q3 2017.

  • Neuberger Berman Canada held 10,019 shares of Principal Financial Group worth $645K as of Q3 2017.
  • Neuberger Berman Canada bought 489 Principal Financial Group shares in Q3 2017, an estimated $31.5K.
  • Principal Financial Group made up 0.12% of Neuberger Berman Canada's portfolio in Q3 2017, its #221 holding.
  • Neuberger Berman Canada first reported a position in Principal Financial Group in Q4 2015 and has held it in 7 quarters since.
  • Neuberger Berman Canada's Principal Financial Group position peaked at $757K in Q2 2016.
  • 559 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2017.

Based on Neuberger Berman Canada's 13F filing for Q3 2017, filed 3 Nov 2017.