Pendal Group’s Principal Financial Group PFG Stock Holding History

Pendal Group’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
2021 Q3	–	Sell	-6,003	Closed	-$379K	–	638
2021 Q2	$379K	Buy	+6,003	New	+$384K	﹤0.01%	441

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pendal Group's PFG Position: Q3 2021 in Review

Pendal Group sold out of Principal Financial Group (PFG) in Q3 2021, closing a stake of 6,003 shares — an estimated $379K sold.

Pendal Group first reported a position in PFG in Q2 2021 and held it in 1 quarter. The position peaked at $379K in Q2 2021. 621 funds tracked by Wall St. Rank hold PFG as of Q3 2021.

Pendal Group reported no remaining Principal Financial Group position as of Q3 2021 after selling out during the quarter.
Pendal Group sold 6,003 Principal Financial Group shares in Q3 2021, an estimated $379K.
Pendal Group first reported a position in Principal Financial Group in Q2 2021 and held it in 1 quarter.
Pendal Group's Principal Financial Group position peaked at $379K in Q2 2021.
621 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2021.

Based on Pendal Group's 13F filing for Q3 2021, filed 5 Nov 2021.