Peterson Financial Group’s Principal Financial Group PFG Stock Holding History

Peterson Financial 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
2024 Q3	$33.1K	Buy	+385	New	+$31.1K	0.13%	118

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Peterson Financial Group's PFG Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Principal Financial Group (PFG) in Q3 2024: 385 shares worth $33.1K. The stake represents 0.13% of the portfolio and ranks #118 among its holdings.

784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

Peterson Financial Group held 385 shares of Principal Financial Group worth $33.1K as of Q3 2024.
Principal Financial Group was a new Peterson Financial Group position in Q3 2024.
Principal Financial Group made up 0.13% of Peterson Financial Group's portfolio in Q3 2024, its #118 holding.
784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.