Principal Financial Group
ATSG icon

Principal Financial Group’s Air Transport Services Group ATSG Stock Holding History

Principal Financial Group’s Portfolio ATSG Stock Details ATSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30,865
Closed -$544K – 2510
2023
Q4 		$544K Buy
30,865
+5,129
+20% +$91.2K ﹤0.01% 1948
2023
Q3 		$537K Buy
25,736
+8,521
+49% +$178K ﹤0.01% 1932
2023
Q2 		$325K Buy
17,215
+1,258
+8% +$23.4K ﹤0.01% 2055
2023
Q1 		$332K Sell
15,957
-717
-4% -$17.3K ﹤0.01% 2063
2022
Q4 		$433K Sell
16,674
-3,161
-16% -$87K ﹤0.01% 2010
2022
Q3 		$478K Sell
19,835
-20,797
-51% -$604K ﹤0.01% 1972
2022
Q2 		$1.17M Buy
+40,632
New +$1.24M ﹤0.01% 1888
2021
Q2 		– Sell
-12,541
Closed -$367K – 2666
2021
Q1 		$367K Sell
12,541
-2,347
-16% -$66.6K ﹤0.01% 2222
2020
Q4 		$467K Buy
14,888
+6,014
+68% +$176K ﹤0.01% 2128
2020
Q3 		$222K Sell
8,874
-838
-9% -$20.9K ﹤0.01% 2184
2020
Q2 		$216K Buy
+9,712
New +$199K ﹤0.01% 2174
2020
Q1 		– Sell
-10,138
Closed -$238K – 2259
2019
Q4 		$238K Buy
+10,138
New +$227K ﹤0.01% 2097
2017
Q1 		– Sell
-10,827
Closed -$173K – 2236
2016
Q4 		$173K Sell
10,827
-882
-8% -$13.6K ﹤0.01% 2114
2016
Q3 		$168K Buy
+11,709
New +$165K ﹤0.01% 2063
2016
Q2 		– Sell
-11,813
Closed -$182K – 2215
2016
Q1 		$182K Buy
11,813
+1,736
+17% +$19.9K ﹤0.01% 2029
2015
Q4 		$102K Buy
+10,077
New +$95.1K ﹤0.01% 2104
2015
Q3 		– Sell
-13,937
Closed -$146K – 2224
2015
Q2 		$146K Sell
13,937
-462
-3% -$4.64K ﹤0.01% 2089
2015
Q1 		$132K Buy
14,399
+1,446
+11% +$12.6K ﹤0.01% 2075
2014
Q4 		$111K Sell
12,953
-4,220
-25% -$33.6K ﹤0.01% 2105
2014
Q3 		$125K Hold
17,173
– – ﹤0.01% 2113
2014
Q2 		$144K Sell
17,173
-4,626
-21% -$39K ﹤0.01% 2151
2014
Q1 		$171K Sell
21,799
-446
-2% -$3.11K ﹤0.01% 2166
2013
Q4 		$180K Buy
+22,245
New +$166K ﹤0.01% 2176
2013
Q3 		– Sell
-24,049
Closed -$159K – 2297
2013
Q2 		$159K Buy
+24,049
New +$144K ﹤0.01% 2132

Other funds holding ATSG

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group's ATSG Position: Q1 2024 in Review

Principal Financial Group sold out of Air Transport Services Group (ATSG) in Q1 2024, closing a stake of 30,865 shares — an estimated $544K sold.

Principal Financial Group first reported a position in ATSG in Q2 2013 and held it in 24 quarters. The position peaked at $1.17M in Q2 2022. 165 funds tracked by Wall St. Rank hold ATSG as of Q1 2024.

  • Principal Financial Group reported no remaining Air Transport Services Group position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 30,865 Air Transport Services Group shares in Q1 2024, an estimated $544K.
  • Principal Financial Group first reported a position in Air Transport Services Group in Q2 2013 and held it in 24 quarters.
  • Principal Financial Group's Air Transport Services Group position peaked at $1.17M in Q2 2022.
  • 165 funds tracked by Wall St. Rank held Air Transport Services Group as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.