NIM
PFG icon

NuWave Investment Management’s Principal Financial Group PFG Stock Holding History

NuWave Investment Management’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
2022
Q3 		$144K Buy
+1,990
New +$143K 0.17% 185
2021
Q4 		– Sell
-1,766
Closed -$114K – 396
2021
Q3 		$114K Sell
1,766
-550
-24% -$35.3K 0.13% 192
2021
Q2 		$146K Buy
2,316
+885
+62% +$56.6K 0.16% 186
2021
Q1 		$86K Sell
1,431
-683
-32% -$38.1K 0.11% 201
2020
Q4 		$105K Buy
2,114
+2,016
+2,057% +$92.3K 0.14% 183
2020
Q3 		$4K Buy
98
+28
+40% +$1.19K 0.01% 388
2020
Q2 		$3K Buy
+70
New +$2.55K ﹤0.01% 388
2020
Q1 		– Sell
-4,799
Closed -$264K – 362
2019
Q4 		$264K Sell
4,799
-1,042
-18% -$57K 0.26% 138
2019
Q3 		$333K Buy
5,841
+5,605
+2,375% +$316K 0.33% 107
2019
Q2 		$14K Sell
236
-334
-59% -$18.4K 0.01% 333
2019
Q1 		$28K Buy
570
+469
+464% +$23.2K 0.03% 249
2018
Q4 		$4K Buy
101
+63
+166% +$3.1K 0.01% 318
2018
Q3 		$2K Sell
38
-71
-65% -$3.96K ﹤0.01% 339
2018
Q2 		$6K Buy
+109
New +$6.33K 0.01% 238
2018
Q1 		– Sell
-1,303
Closed -$92K – 334
2017
Q4 		$92K Buy
+1,303
New +$89.8K 0.11% 181
2014
Q3 		$26K Buy
+493
New +$25.8K 0.07% 161
2014
Q1 		– Sell
-4,639
Closed -$229K – 319
2013
Q4 		$229K Buy
4,639
+1,357
+41% +$64.5K 0.2% 147
2013
Q3 		$141K Buy
+3,282
New +$137K 0.13% 163

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

NuWave Investment Management's PFG Position: Q3 2022 in Review

NuWave Investment Management opened a new position in Principal Financial Group (PFG) in Q3 2022: 1,990 shares worth $144K. The stake represents 0.17% of the portfolio and ranks #185 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in PFG as recently as Q3 2021.

NuWave Investment Management first reported a position in PFG in Q3 2013 and has held it in 18 quarters since. The position peaked at $333K in Q3 2019. 706 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

  • NuWave Investment Management held 1,990 shares of Principal Financial Group worth $144K as of Q3 2022.
  • Principal Financial Group was a new NuWave Investment Management position in Q3 2022.
  • Principal Financial Group made up 0.17% of NuWave Investment Management's portfolio in Q3 2022, its #185 holding.
  • NuWave Investment Management first reported a position in Principal Financial Group in Q3 2013 and has held it in 18 quarters since.
  • NuWave Investment Management's Principal Financial Group position peaked at $333K in Q3 2019.
  • 706 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.