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Point72 Hong Kong’s Principal Financial Group PFG Stock Holding History

Point72 Hong Kong’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 		– Sell
-26,751
Closed -$2.1M – 603
2024
Q2 		$2.1M Buy
+26,751
New +$2.17M 0.13% 141
2024
Q1 		– Sell
-25,665
Closed -$2.02M – 743
2023
Q4 		$2.02M Buy
+25,665
New +$1.86M 0.12% 210
2022
Q3 		– Sell
-38,370
Closed -$2.56M – 2302
2022
Q2 		$2.56M Buy
38,370
+8,109
+27% +$570K 0.09% 276
2022
Q1 		$2.22M Buy
30,261
+17,103
+130% +$1.24M 0.08% 298
2021
Q4 		$952K Buy
+13,158
New +$918K 0.03% 571
2021
Q1 		– Sell
-4,234
Closed -$210K – 2112
2020
Q4 		$210K Buy
+4,234
New +$194K 0.01% 923
2020
Q2 		– Sell
-3,639
Closed -$114K – 1360
2020
Q1 		$114K Buy
+3,639
New +$172K 0.05% 170
2018
Q3 		– Sell
-355
Closed -$19K – 1112
2018
Q2 		$19K Sell
355
-1,499
-81% -$87.1K 0.01% 588
2018
Q1 		$113K Buy
+1,854
New +$122K 0.06% 292
2017
Q4 		– Sell
-14
Closed -$1K – 1027
2017
Q3 		$1K Buy
14
+12
+600% +$772 ﹤0.01% 718
2017
Q2 		$0 Sell
2
-620
-100% -$39.3K ﹤0.01% 983
2017
Q1 		$39K Sell
622
-81
-12% -$4.94K 0.05% 287
2016
Q4 		$41K Buy
+703
New +$39.4K 0.04% 407
2016
Q2 		– Sell
-1,300
Closed -$51K – 634
2016
Q1 		$51K Buy
1,300
+1,200
+1,200% +$46.2K 0.1% 163
2015
Q4 		$4K Buy
+100
New +$4.88K 0.01% 413
2015
Q1 		– Sell
-4,074
Closed -$212K – 434
2014
Q4 		$212K Sell
4,074
-2,015
-33% -$104K 0.21% 165
2014
Q3 		$319K Buy
+6,089
New +$319K 0.18% 69

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Point72 Hong Kong's PFG Position: Q3 2024 in Review

Point72 Hong Kong sold out of Principal Financial Group (PFG) in Q3 2024, closing a stake of 26,751 shares — an estimated $2.1M sold.

Point72 Hong Kong first reported a position in PFG in Q3 2014 and held it in 17 quarters. The position peaked at $2.56M in Q2 2022. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

  • Point72 Hong Kong reported no remaining Principal Financial Group position as of Q3 2024 after selling out during the quarter.
  • Point72 Hong Kong sold 26,751 Principal Financial Group shares in Q3 2024, an estimated $2.1M.
  • Point72 Hong Kong first reported a position in Principal Financial Group in Q3 2014 and held it in 17 quarters.
  • Point72 Hong Kong's Principal Financial Group position peaked at $2.56M in Q2 2022.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Point72 Hong Kong's 13F filing for Q3 2024, filed 14 Nov 2024.