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New Amsterdam Partners’s Principal Financial Group PFG Stock Holding History

New Amsterdam Partners’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
2019
Q1 		$242K Buy
4,828
+147
+3% +$7.29K 0.09% 103
2018
Q4 		$207K Buy
+4,681
New +$230K 0.07% 112
2016
Q4 		– Sell
-11,457
Closed -$590K – 137
2016
Q3 		$590K Buy
+11,457
New +$536K 0.14% 93

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

New Amsterdam Partners's PFG Position: Q1 2019 in Review

New Amsterdam Partners increased its Principal Financial Group (PFG) stake by 3.1% in Q1 2019, buying an estimated $7.29K and bringing the position to 4,828 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #103.

New Amsterdam Partners first reported a position in PFG in Q3 2016 and has held it in 3 quarters since. The position peaked at $590K in Q3 2016. 591 funds tracked by Wall St. Rank hold PFG as of Q1 2019.

  • New Amsterdam Partners held 4,828 shares of Principal Financial Group worth $242K as of Q1 2019.
  • New Amsterdam Partners bought 147 Principal Financial Group shares in Q1 2019, an estimated $7.29K.
  • Principal Financial Group made up 0.09% of New Amsterdam Partners's portfolio in Q1 2019, its #103 holding.
  • New Amsterdam Partners first reported a position in Principal Financial Group in Q3 2016 and has held it in 3 quarters since.
  • New Amsterdam Partners's Principal Financial Group position peaked at $590K in Q3 2016.
  • 591 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2019.

Based on New Amsterdam Partners's 13F filing for Q1 2019, filed 2 May 2019.