OFW
PFG icon

Omnia Family Wealth’s Principal Financial Group PFG Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-38
Closed -$2K – 403
2019
Q1 		$2K Hold
38
– – ﹤0.01% 479
2018
Q4 		$2K Hold
38
– – ﹤0.01% 432
2018
Q3 		$2K Hold
38
– – ﹤0.01% 473
2018
Q2 		$2K Hold
38
– – ﹤0.01% 450
2018
Q1 		$2K Hold
38
– – ﹤0.01% 463
2017
Q4 		$3K Sell
38
-149
-80% -$10.3K ﹤0.01% 385
2017
Q3 		$12K Buy
187
+1
+0.5% +$64 0.01% 254
2017
Q2 		$12K Hold
186
– – 0.01% 260
2017
Q1 		$12K Hold
186
– – 0.01% 262
2016
Q4 		$11K Buy
+186
New +$10.4K 0.01% 278

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Omnia Family Wealth's PFG Position: Q2 2019 in Review

Omnia Family Wealth sold out of Principal Financial Group (PFG) in Q2 2019, closing a stake of 38 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in PFG in Q4 2016 and held it in 10 quarters. The position peaked at $12K in Q3 2017. 610 funds tracked by Wall St. Rank hold PFG as of Q2 2019.

  • Omnia Family Wealth reported no remaining Principal Financial Group position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 38 Principal Financial Group shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Principal Financial Group in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Principal Financial Group position peaked at $12K in Q3 2017.
  • 610 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.