PL
PFG icon

Polianta Ltd’s Principal Financial Group PFG Stock Holding History

Polianta Ltd’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
2023
Q3 		– Sell
-14,000
Closed -$1.06M – 90
2023
Q2 		$1.06M Hold
14,000
– – 0.49% 49
2023
Q1 		$1.04M Buy
+14,000
New +$1.19M 0.48% 56

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polianta Ltd's PFG Position: Q3 2023 in Review

Polianta Ltd sold out of Principal Financial Group (PFG) in Q3 2023, closing a stake of 14,000 shares — an estimated $1.06M sold.

Polianta Ltd first reported a position in PFG in Q1 2023 and held it in 2 quarters. The position peaked at $1.06M in Q2 2023. 721 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

  • Polianta Ltd reported no remaining Principal Financial Group position as of Q3 2023 after selling out during the quarter.
  • Polianta Ltd sold 14,000 Principal Financial Group shares in Q3 2023, an estimated $1.06M.
  • Polianta Ltd first reported a position in Principal Financial Group in Q1 2023 and held it in 2 quarters.
  • Polianta Ltd's Principal Financial Group position peaked at $1.06M in Q2 2023.
  • 721 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on Polianta Ltd's 13F filing for Q3 2023, filed 12 Oct 2023.