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PEAK6 Investments’s Principal Financial Group PFG Stock Holding History

PEAK6 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
2024
Q2 		– Sell
-21,380
Closed -$1.85M – 4168
2024
Q1 		$1.85M Buy
+21,380
New +$1.72M ﹤0.01% 1488
2023
Q2 		– Sell
-480
Closed -$35.7K – 4507
2023
Q1 		$35.7K Buy
+480
New +$40.7K ﹤0.01% 3801
2022
Q4 		– Sell
-3,291
Closed -$237K – 5032
2022
Q3 		$237K Buy
+3,291
New +$236K ﹤0.01% 3530
2021
Q1 		– Sell
-4,857
Closed -$271K – 5377
2020
Q4 		$241K Sell
4,857
-35,232
-88% -$1.61M ﹤0.01% 3649
2020
Q3 		$1.61M Buy
40,089
+10,936
+38% +$466K ﹤0.01% 1852
2020
Q2 		$1.21M Buy
29,153
+5,949
+26% +$217K ﹤0.01% 1932
2020
Q1 		$727K Buy
23,204
+21,743
+1,488% +$1.03M ﹤0.01% 1775
2019
Q4 		$80K Buy
+1,461
New +$80K ﹤0.01% 2935
2019
Q2 		– Sell
-2,795
Closed -$154K – 4150
2019
Q1 		$140K Sell
2,795
-32,146
-92% -$1.59M ﹤0.01% 3102
2018
Q4 		$1.54M Buy
34,941
+24,712
+242% +$1.22M 0.01% 1422
2018
Q3 		$599K Buy
+10,229
New +$570K ﹤0.01% 2411

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PEAK6 Investments's PFG Position: Q2 2024 in Review

PEAK6 Investments sold out of Principal Financial Group (PFG) in Q2 2024, closing a stake of 21,380 shares — an estimated $1.85M sold.

PEAK6 Investments first reported a position in PFG in Q3 2018 and held it in 11 quarters. The position peaked at $1.85M in Q1 2024. 795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

  • PEAK6 Investments reported no remaining Principal Financial Group position as of Q2 2024 after selling out during the quarter.
  • PEAK6 Investments sold 21,380 Principal Financial Group shares in Q2 2024, an estimated $1.85M.
  • PEAK6 Investments first reported a position in Principal Financial Group in Q3 2018 and held it in 11 quarters.
  • PEAK6 Investments's Principal Financial Group position peaked at $1.85M in Q1 2024.
  • 795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on PEAK6 Investments's 13F filing for Q2 2024, filed 14 Aug 2024.