PIA
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Piedmont Investment Advisors’s Principal Financial Group PFG Stock Holding History

Piedmont Investment Advisors’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
2020
Q2 		– Sell
-88,564
Closed -$2.78M – 516
2020
Q1 		$2.78M Buy
88,564
+695
+0.8% +$32.9K 0.11% 165
2019
Q4 		$4.83M Buy
87,869
+851
+1% +$46.6K 0.17% 138
2019
Q3 		$4.97M Buy
87,018
+5,179
+6% +$292K 0.19% 123
2019
Q2 		$4.74M Sell
81,839
-327
-0.4% -$18K 0.19% 127
2019
Q1 		$4.12M Buy
82,166
+996
+1% +$49.4K 0.17% 139
2018
Q4 		$3.58M Sell
81,170
-44,670
-35% -$2.2M 0.17% 128
2018
Q3 		$7.37M Sell
125,840
-427
-0.3% -$23.8K 0.31% 84
2018
Q2 		$6.69M Buy
126,267
+7,697
+6% +$447K 0.32% 78
2018
Q1 		$7.22M Sell
118,570
-1,111
-0.9% -$73.1K 0.19% 134
2017
Q4 		$8.45M Buy
119,681
+2,561
+2% +$176K 0.17% 159
2017
Q3 		$7.54M Buy
117,120
+1,990
+2% +$128K 0.16% 172
2017
Q2 		$7.38M Buy
115,130
+13,205
+13% +$838K 0.16% 164
2017
Q1 		$6.43M Buy
101,925
+1,779
+2% +$109K 0.13% 190
2016
Q4 		$5.79M Buy
100,146
+88,490
+759% +$4.96M 0.12% 188
2016
Q3 		$600K Buy
11,656
+11,651
+233,020% +$545K 0.01% 273
2016
Q2 		$205 Buy
+5
New +$211 ﹤0.01% 552
2013
Q3 		– Sell
-28,709
Closed -$1.08M – 354
2013
Q2 		$1.08M Buy
+28,709
New +$1.05M 0.05% 179

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Piedmont Investment Advisors's PFG Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Principal Financial Group (PFG) in Q2 2020, closing a stake of 88,564 shares — an estimated $2.78M sold.

Piedmont Investment Advisors first reported a position in PFG in Q2 2013 and held it in 17 quarters. The position peaked at $8.45M in Q4 2017. 569 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Principal Financial Group position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 88,564 Principal Financial Group shares in Q2 2020, an estimated $2.78M.
  • Piedmont Investment Advisors first reported a position in Principal Financial Group in Q2 2013 and held it in 17 quarters.
  • Piedmont Investment Advisors's Principal Financial Group position peaked at $8.45M in Q4 2017.
  • 569 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.