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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
2023
Q2 		– Sell
-16,300
Closed -$1.21M – 4506
2023
Q1 		$1.21M Buy
+16,300
New +$1.38M 0.01% 1689
2022
Q2 		– Sell
-3,400
Closed -$250K – 6417
2022
Q1 		$250K Sell
3,400
-27,100
-89% -$1.96M ﹤0.01% 3707
2021
Q4 		$2.21M Buy
+30,500
New +$2.13M ﹤0.01% 1800
2021
Q3 		– Sell
-19,400
Closed -$1.23M – 5621
2021
Q2 		$1.23M Sell
19,400
-51,900
-73% -$3.32M ﹤0.01% 2354
2021
Q1 		$4.28M Buy
71,300
+59,100
+484% +$3.29M 0.01% 1181
2020
Q4 		$605K Sell
12,200
-22,600
-65% -$1.04M ﹤0.01% 2928
2020
Q3 		$1.4M Buy
34,800
+22,700
+188% +$968K ﹤0.01% 1978
2020
Q2 		$503K Sell
12,100
-31,200
-72% -$1.14M ﹤0.01% 2668
2020
Q1 		$1.36M Buy
43,300
+39,400
+1,010% +$1.86M 0.01% 1302
2019
Q4 		$215K Buy
+3,900
New +$213K ﹤0.01% 2496
2019
Q3 		– Sell
-9,000
Closed -$521K – 4152
2019
Q2 		$521K Sell
9,000
-15,200
-63% -$838K ﹤0.01% 2233
2019
Q1 		$1.22M Buy
24,200
+10,600
+78% +$525K 0.01% 1700
2018
Q4 		$601K Buy
+13,600
New +$669K ﹤0.01% 2201

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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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. 794 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.
  • 794 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.