Newfound Research’s Principal Financial Group PFG Stock Holding History

Newfound Research’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
2020 Q2	–	Sell	-1	Closed	–	–	149
2020 Q1	$0	Hold	1	–	–	﹤0.01%	166
2019 Q4	$0	Sell	1 -2	-67%	-$109	﹤0.01%	195
2019 Q3	$0	Hold	3	–	–	﹤0.01%	202
2019 Q2	$0	Hold	3	–	–	﹤0.01%	200
2019 Q1	$0	Hold	3	–	–	﹤0.01%	201
2018 Q4	$0	Hold	3	–	–	﹤0.01%	186
2018 Q3	$0	Hold	3	–	–	﹤0.01%	210
2018 Q2	$0	Hold	3	–	–	﹤0.01%	200
2018 Q1	$0	Sell	3 -14	-82%	-$921	﹤0.01%	234
2017 Q4	$1K	Sell	17 -1	-6%	-$69	﹤0.01%	155
2017 Q3	$1K	Hold	18	–	–	﹤0.01%	151
2017 Q2	$1K	Buy	18 +1	+6%	+$63	﹤0.01%	147
2017 Q1	$1K	Sell	17 -1	-6%	-$61	﹤0.01%	144
2016 Q4	$1K	Hold	18	–	–	﹤0.01%	121
2016 Q3	$1K	Hold	18	–	–	﹤0.01%	132
2016 Q2	$1K	Buy	+18	New	+$760	﹤0.01%	127

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Newfound Research's PFG Position: Q2 2020 in Review

Newfound Research sold out of Principal Financial Group (PFG) in Q2 2020, closing a stake of 1 share.

Newfound Research first reported a position in PFG in Q2 2016 and held it in 16 quarters. The position peaked at $1K in Q4 2017. 570 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

Newfound Research reported no remaining Principal Financial Group position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 1 Principal Financial Group share in Q2 2020.
Newfound Research first reported a position in Principal Financial Group in Q2 2016 and held it in 16 quarters.
Newfound Research's Principal Financial Group position peaked at $1K in Q4 2017.
570 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.