PAM
PFG icon

Princeton Alpha Management’s Principal Financial Group PFG Stock Holding History

Princeton Alpha Management’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
2017
Q1 		– Sell
-20,714
Closed -$1.2M – 704
2016
Q4 		$1.2M Buy
+20,714
New +$1.16M 0.25% 106
2016
Q2 		– Sell
-38,192
Closed -$1.51M – 915
2016
Q1 		$1.51M Buy
38,192
+33,723
+755% +$1.3M 0.24% 114
2015
Q4 		$201K Sell
4,469
-13,673
-75% -$667K 0.03% 633
2015
Q3 		$859K Sell
18,142
-10,769
-37% -$558K 0.18% 175
2015
Q2 		$1.48M Buy
+28,911
New +$1.5M 0.29% 90
2015
Q1 		– Sell
-17,097
Closed -$888K – 844
2014
Q4 		$888K Buy
+17,097
New +$886K 0.25% 100
2014
Q2 		– Sell
-7,860
Closed -$361K – 814
2014
Q1 		$361K Buy
+7,860
New +$360K 0.11% 286

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return