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Next Financial Group’s Principal Financial Group PFG Stock Holding History

Next Financial Group’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
2021
Q4 		$127K Buy
1,754
+192
+12% +$13.4K 0.01% 1066
2021
Q3 		$101K Buy
1,562
+807
+107% +$51.8K 0.01% 1104
2021
Q2 		$48K Buy
755
+134
+22% +$8.57K ﹤0.01% 1396
2021
Q1 		$37K Sell
621
-3
-0.5% -$167 ﹤0.01% 1403
2020
Q4 		$31K Sell
624
-9,844
-94% -$451K ﹤0.01% 1374
2020
Q3 		$422K Buy
+10,468
New +$446K 0.05% 375
2020
Q2 		– Sell
-11,059
Closed -$347K – 1527
2020
Q1 		$347K Sell
11,059
-10,346
-48% -$489K 0.04% 360
2019
Q4 		$1.18M Sell
21,405
-1,805
-8% -$98.8K 0.12% 215
2019
Q3 		$1.33M Sell
23,210
-8,983
-28% -$506K 0.14% 177
2019
Q2 		$1.86M Buy
+32,193
New +$1.77M 0.2% 144
2019
Q1 		– Sell
-548
Closed -$24K – 1988
2018
Q4 		$24K Buy
548
+530
+2,944% +$26.1K 0.01% 1035
2018
Q3 		$1K Buy
+18
New +$1K ﹤0.01% 1413
2017
Q4 		– Sell
-650
Closed -$44K – 1067
2017
Q3 		$44K Sell
650
-100
-13% -$6.43K 0.01% 732
2017
Q2 		$48K Hold
750
– – 0.01% 801
2017
Q1 		$49K Sell
750
-240
-24% -$14.6K 0.01% 737
2016
Q4 		$57K Hold
990
– – 0.01% 906
2016
Q3 		$51K Buy
990
+240
+32% +$11.2K 0.01% 935
2016
Q2 		$30K Buy
750
+50
+7% +$2.11K 0.01% 811
2016
Q1 		$27K Buy
700
+150
+27% +$5.77K 0.01% 824
2015
Q4 		$24K Sell
550
-245
-31% -$12K 0.01% 867
2015
Q3 		$37K Hold
795
– – 0.01% 737
2015
Q2 		$40K Sell
795
-100
-11% -$5.19K 0.01% 747
2015
Q1 		$45K Hold
895
– – 0.01% 705
2014
Q4 		$46K Sell
895
-240
-21% -$12.4K 0.02% 684
2014
Q3 		$60K Buy
+1,135
New +$59.4K 0.01% 859

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Financial Group's PFG Position: Q4 2021 in Review

Next Financial Group increased its Principal Financial Group (PFG) stake by 12% in Q4 2021, buying an estimated $13.4K and bringing the position to 1,754 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #1066.

Next Financial Group first reported a position in PFG in Q3 2014 and has held it in 25 quarters since. The position peaked at $1.86M in Q2 2019. 663 funds tracked by Wall St. Rank hold PFG as of Q4 2021.

  • Next Financial Group held 1,754 shares of Principal Financial Group worth $127K as of Q4 2021.
  • Next Financial Group bought 192 Principal Financial Group shares in Q4 2021, an estimated $13.4K.
  • Principal Financial Group made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1066 holding.
  • Next Financial Group first reported a position in Principal Financial Group in Q3 2014 and has held it in 25 quarters since.
  • Next Financial Group's Principal Financial Group position peaked at $1.86M in Q2 2019.
  • 663 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.