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Ostrum Asset Management US’s Principal Financial Group PFG Stock Holding History

Ostrum Asset Management US’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 		– Sell
-11,409
Closed -$504K – 176
2018
Q4 		$504K Buy
+11,409
New +$562K 0.07% 160

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

Ostrum Asset Management US's PFG Position: Q1 2019 in Review

Ostrum Asset Management US sold out of Principal Financial Group (PFG) in Q1 2019, closing a stake of 11,409 shares — an estimated $504K sold.

Ostrum Asset Management US first reported a position in PFG in Q4 2018 and held it in 1 quarter. The position peaked at $504K in Q4 2018. 592 funds tracked by Wall St. Rank hold PFG as of Q1 2019.

  • Ostrum Asset Management US reported no remaining Principal Financial Group position as of Q1 2019 after selling out during the quarter.
  • Ostrum Asset Management US sold 11,409 Principal Financial Group shares in Q1 2019, an estimated $504K.
  • Ostrum Asset Management US first reported a position in Principal Financial Group in Q4 2018 and held it in 1 quarter.
  • Ostrum Asset Management US's Principal Financial Group position peaked at $504K in Q4 2018.
  • 592 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2019.

Based on Ostrum Asset Management US's 13F filing for Q1 2019, filed 15 May 2019.