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Northwest & Ethical Investments’s Principal Financial Group PFG Stock Holding History

Northwest & Ethical Investments’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
-1,300
Closed -$75.2K – 399
2016
Q4 		$75.2K Buy
+1,300
New +$72.8K 0.01% 364

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NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwest & Ethical Investments's PFG Position: Q1 2017 in Review

Northwest & Ethical Investments sold out of Principal Financial Group (PFG) in Q1 2017, closing a stake of 1,300 shares — an estimated $75.2K sold.

Northwest & Ethical Investments first reported a position in PFG in Q4 2016 and held it in 1 quarter. The position peaked at $75.2K in Q4 2016. 534 funds tracked by Wall St. Rank hold PFG as of Q1 2017.

  • Northwest & Ethical Investments reported no remaining Principal Financial Group position as of Q1 2017 after selling out during the quarter.
  • Northwest & Ethical Investments sold 1,300 Principal Financial Group shares in Q1 2017, an estimated $75.2K.
  • Northwest & Ethical Investments first reported a position in Principal Financial Group in Q4 2016 and held it in 1 quarter.
  • Northwest & Ethical Investments's Principal Financial Group position peaked at $75.2K in Q4 2016.
  • 534 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2017.

Based on Northwest & Ethical Investments's 13F filing for Q1 2017, filed 8 Jul 2025.