Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PAI
Pittenger & Anderson Inc’s
Principal Financial Group
PFG
Stock Holding History
Pittenger & Anderson Inc’s Portfolio
PFG Stock Details
PFG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-215
Closed
-$16K
–
471
2022
Q3
$16K
Sell
215
-227
-51%
-$16.3K
﹤0.01%
324
2022
Q2
$30K
Hold
442
–
–
﹤0.01%
291
2022
Q1
$32K
Hold
442
–
–
﹤0.01%
293
2021
Q4
$32K
Hold
442
–
–
﹤0.01%
287
2021
Q3
$28K
Hold
442
–
–
﹤0.01%
298
2021
Q2
$28K
Hold
442
–
–
﹤0.01%
283
2021
Q1
$27K
Hold
442
–
–
﹤0.01%
281
2020
Q4
$22K
Sell
442
-577
-57%
-$26.4K
﹤0.01%
284
2020
Q3
$41K
Hold
1,019
–
–
﹤0.01%
258
2020
Q2
$42K
Hold
1,019
–
–
﹤0.01%
255
2020
Q1
$32K
Hold
1,019
–
–
﹤0.01%
253
2019
Q4
$56K
Sell
1,019
-1,515
-60%
-$82.9K
﹤0.01%
269
2019
Q3
$145K
Buy
2,534
+1,730
+215%
+$97.4K
0.01%
227
2019
Q2
$47K
Hold
804
–
–
﹤0.01%
270
2019
Q1
$40K
Buy
+804
New
+$39.8K
﹤0.01%
280
2018
Q3
–
Sell
-184
Closed
-$10K
–
384
2018
Q2
$10K
Hold
184
–
–
﹤0.01%
335
2018
Q1
$11K
Hold
184
–
–
﹤0.01%
333
2017
Q4
$13K
Buy
+184
New
+$12.7K
﹤0.01%
340
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
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close