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

Pictet Asset Management (UK)’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
Q2 		$8.78M Sell
138,950
-3,065
-2% -$196K 0.01% 703
2021
Q1 		$8.52M Buy
142,015
+5,489
+4% +$306K 0.01% 704
2020
Q4 		$6.77M Buy
136,526
+1,200
+0.9% +$55K 0.01% 746
2020
Q3 		$5.45M Sell
135,326
-7,300
-5% -$311K 0.01% 699
2020
Q2 		$5.92M Sell
142,626
-4,150
-3% -$151K 0.01% 641
2020
Q1 		$4.6M Sell
146,776
-2,000
-1% -$94.6K 0.01% 667
2019
Q4 		$8.18M Sell
148,776
-5,900
-4% -$323K 0.01% 637
2019
Q3 		$8.84M Sell
154,676
-118,152
-43% -$6.65M 0.02% 560
2019
Q2 		$15.8M Buy
272,828
+12,152
+5% +$670K 0.03% 435
2019
Q1 		$13.1M Buy
260,676
+24,538
+10% +$1.22M 0.03% 478
2018
Q4 		$10.4M Buy
236,138
+16,862
+8% +$830K 0.03% 491
2018
Q3 		$12.8M Sell
219,276
-12,100
-5% -$674K 0.03% 507
2018
Q2 		$12.3M Buy
231,376
+46,700
+25% +$2.71M 0.03% 474
2018
Q1 		$11.2M Buy
184,676
+10,000
+6% +$658K 0.03% 487
2017
Q4 		$12.3M Buy
174,676
+7,943
+5% +$547K 0.03% 466
2017
Q3 		$10.7M Sell
166,733
-11,900
-7% -$765K 0.03% 485
2017
Q2 		$11.2M Sell
178,633
-800
-0.4% -$50.7K 0.03% 452
2017
Q1 		$11.3M Buy
179,433
+24,100
+16% +$1.47M 0.04% 455
2016
Q4 		$8.99M Sell
155,333
-3,100
-2% -$174K 0.03% 466
2016
Q3 		$8.16M Buy
158,433
+1,000
+0.6% +$46.8K 0.03% 469
2016
Q2 		$7.01M Sell
157,433
-5,100
-3% -$215K 0.03% 504
2016
Q1 		$6.14M Buy
162,533
+3,200
+2% +$123K 0.03% 489
2015
Q4 		$7.17M Sell
159,333
-9,100
-5% -$444K 0.03% 480
2015
Q3 		$7.97M Sell
168,433
-100
-0.1% -$5.18K 0.04% 447
2015
Q2 		$9.36M Sell
168,533
-4,500
-3% -$233K 0.04% 434
2015
Q1 		$8.85M Sell
173,033
-600
-0.3% -$30.2K 0.04% 450
2014
Q4 		$9.02M Buy
173,633
+4,233
+2% +$219K 0.04% 434
2014
Q3 		$8.89M Sell
169,400
-1,400
-0.8% -$73.2K 0.04% 405
2014
Q2 		$8.62M Buy
170,800
+13,700
+9% +$645K 0.04% 420
2014
Q1 		$7.22M Buy
157,100
+3,200
+2% +$146K 0.04% 450
2013
Q4 		$7.59M Hold
153,900
– – 0.04% 416
2013
Q3 		$6.59M Sell
153,900
-500
-0.3% -$20.9K 0.04% 444
2013
Q2 		$5.78M Buy
+154,400
New +$5.65M 0.03% 449

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pictet Asset Management (UK)'s PFG Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its Principal Financial Group (PFG) stake by 2.2% in Q2 2021, selling an estimated $196K and leaving 138,950 shares worth $8.78M. The position accounts for 0.01% of the portfolio, ranked #703.

Pictet Asset Management (UK) first reported a position in PFG in Q2 2013 and has held it in 33 quarters since. The position peaked at $15.8M in Q2 2019. 614 funds tracked by Wall St. Rank hold PFG as of Q2 2021.

  • Pictet Asset Management (UK) held 138,950 shares of Principal Financial Group worth $8.78M as of Q2 2021.
  • Pictet Asset Management (UK) sold 3,065 Principal Financial Group shares in Q2 2021, an estimated $196K.
  • Principal Financial Group made up 0.01% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #703 holding.
  • Pictet Asset Management (UK) first reported a position in Principal Financial Group in Q2 2013 and has held it in 33 quarters since.
  • Pictet Asset Management (UK)'s Principal Financial Group position peaked at $15.8M in Q2 2019.
  • 614 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.