O
PFG icon

OppenheimerFunds’s Principal Financial Group PFG Stock Holding History

OppenheimerFunds’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
Q1 		$41.4M Buy
824,999
+789,924
+2,252% +$39.2M 0.05% 350
2018
Q4 		$1.55M Buy
35,075
+3,647
+12% +$180K ﹤0.01% 920
2018
Q3 		$1.84M Buy
31,428
+721
+2% +$40.2K ﹤0.01% 924
2018
Q2 		$1.63M Buy
30,707
+425
+1% +$24.7K ﹤0.01% 947
2018
Q1 		$1.84M Sell
30,282
-7,444
-20% -$490K ﹤0.01% 891
2017
Q4 		$2.66M Buy
37,726
+4,176
+12% +$288K ﹤0.01% 866
2017
Q3 		$2.16M Buy
33,550
+3,457
+11% +$222K ﹤0.01% 918
2017
Q2 		$1.93M Buy
30,093
+939
+3% +$59.6K ﹤0.01% 941
2017
Q1 		$1.84M Buy
29,154
+1,975
+7% +$120K ﹤0.01% 968
2016
Q4 		$1.57M Sell
27,179
-1,546
-5% -$86.6K ﹤0.01% 966
2016
Q3 		$1.48M Sell
28,725
-3,402
-11% -$159K ﹤0.01% 928
2016
Q2 		$1.32M Buy
32,127
+1,726
+6% +$72.9K ﹤0.01% 938
2016
Q1 		$1.21M Buy
30,401
+2,102
+7% +$80.9K ﹤0.01% 952
2015
Q4 		$1.28M Buy
+28,299
New +$1.38M ﹤0.01% 983
2013
Q3 		– Sell
-60,930
Closed -$2.28M – 959
2013
Q2 		$2.28M Buy
+60,930
New +$2.23M ﹤0.01% 839

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

OppenheimerFunds's PFG Position: Q1 2019 in Review

OppenheimerFunds increased its Principal Financial Group (PFG) stake by 2,252% in Q1 2019, buying an estimated $39.2M and bringing the position to 824,999 shares worth $41.4M. The position accounts for 0.05% of the portfolio, ranked #350.

OppenheimerFunds first reported a position in PFG in Q2 2013 and has held it in 15 quarters since. 592 funds tracked by Wall St. Rank hold PFG as of Q1 2019.

  • OppenheimerFunds held 824,999 shares of Principal Financial Group worth $41.4M as of Q1 2019.
  • OppenheimerFunds bought 789,924 Principal Financial Group shares in Q1 2019, an estimated $39.2M.
  • Principal Financial Group made up 0.05% of OppenheimerFunds's portfolio in Q1 2019, its #350 holding.
  • OppenheimerFunds first reported a position in Principal Financial Group in Q2 2013 and has held it in 15 quarters since.
  • 592 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2019.

Based on OppenheimerFunds's 13F filing for Q1 2019, filed 13 May 2019.