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Polar Asset Management Partners’s Principal Financial Group PFG Stock Holding History

Polar Asset Management Partners’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
Q4 		– Sell
-7,763
Closed -$500K – 1456
2021
Q3 		$500K Buy
+7,763
New +$498K ﹤0.01% 841
2020
Q4 		– Sell
-11,381
Closed -$458K – 881
2020
Q3 		$458K Buy
+11,381
New +$485K 0.01% 414

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Polar Asset Management Partners's PFG Position: Q4 2021 in Review

Polar Asset Management Partners sold out of Principal Financial Group (PFG) in Q4 2021, closing a stake of 7,763 shares — an estimated $500K sold.

Polar Asset Management Partners first reported a position in PFG in Q3 2020 and held it in 2 quarters. The position peaked at $500K in Q3 2021. 664 funds tracked by Wall St. Rank hold PFG as of Q4 2021.

  • Polar Asset Management Partners reported no remaining Principal Financial Group position as of Q4 2021 after selling out during the quarter.
  • Polar Asset Management Partners sold 7,763 Principal Financial Group shares in Q4 2021, an estimated $500K.
  • Polar Asset Management Partners first reported a position in Principal Financial Group in Q3 2020 and held it in 2 quarters.
  • Polar Asset Management Partners's Principal Financial Group position peaked at $500K in Q3 2021.
  • 664 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.

Based on Polar Asset Management Partners's 13F filing for Q4 2021, filed 14 Feb 2022.