Pictet Asset Management (Switzerland)’s Principal Financial Group PFG Stock Holding History

Pictet Asset Management (Switzerland)’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	$12.2M	Buy	161,446 +6,051	+4%	+$436K	0.01%	584
2023 Q1	$11.5M	Buy	155,395 +25,277	+19%	+$2.14M	0.01%	590
2022 Q4	$10.9M	Buy	130,118 +12,827	+11%	+$1.1M	0.02%	575
2022 Q3	$8.46M	Sell	117,291 -5,485	-4%	-$394K	0.01%	622
2022 Q2	$8.2M	Sell	122,776 -14,463	-11%	-$1.02M	0.01%	659
2022 Q1	$10.1M	Buy	137,239 +2,048	+2%	+$148K	0.01%	645
2021 Q4	$9.78M	Sell	135,191 -4,978	-4%	-$347K	0.01%	673
2021 Q3	$9.03M	Buy	+140,169	New	+$9M	0.01%	688

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Pictet Asset Management (Switzerland)'s PFG Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Principal Financial Group (PFG) stake by 3.9% in Q2 2023, buying an estimated $436K and bringing the position to 161,446 shares worth $12.2M. The position accounts for 0.01% of the portfolio, ranked #584.

Pictet Asset Management (Switzerland) first reported a position in PFG in Q3 2021 and has held it in 8 quarters since. 731 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

Pictet Asset Management (Switzerland) held 161,446 shares of Principal Financial Group worth $12.2M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 6,051 Principal Financial Group shares in Q2 2023, an estimated $436K.
Principal Financial Group made up 0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #584 holding.
Pictet Asset Management (Switzerland) first reported a position in Principal Financial Group in Q3 2021 and has held it in 8 quarters since.
731 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.