Principal Financial Group
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Principal Financial Group’s First Advantage FA Stock Holding History

Principal Financial Group’s Portfolio FA Stock Details FA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-26,827
Closed -$431K – 2289
2024
Q2 		$431K Buy
26,827
+2,491
+10% +$40.1K ﹤0.01% 1989
2024
Q1 		$395K Buy
24,336
+1,447
+6% +$23.6K ﹤0.01% 2033
2023
Q4 		$379K Buy
22,889
+3,207
+16% +$46.9K ﹤0.01% 2010
2023
Q3 		$271K Buy
19,682
+6,270
+47% +$91K ﹤0.01% 2087
2023
Q2 		$207K Sell
13,412
-1,706,537
-99% -$22.9M ﹤0.01% 2175
2023
Q1 		$24M Sell
1,719,949
-8,732
-0.5% -$118K 0.02% 733
2022
Q4 		$22.5M Sell
1,728,681
-127,102
-7% -$1.66M 0.02% 748
2022
Q3 		$23.8M Buy
1,855,783
+55,504
+3% +$772K 0.02% 664
2022
Q2 		$22.8M Buy
1,800,279
+1,562,579
+657% +$24.7M 0.02% 729
2022
Q1 		$4.8M Hold
237,700
– – ﹤0.01% 1676
2021
Q4 		$4.53M Sell
237,700
-374,584
-61% -$7.22M ﹤0.01% 1702
2021
Q3 		$11.7M Sell
612,284
-536,481
-47% -$11.3M 0.01% 1320
2021
Q2 		$22.9M Buy
+1,148,765
New +$23.3M 0.01% 873

Other funds holding FA

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Principal Financial Group's FA Position: Q3 2024 in Review

Principal Financial Group sold out of First Advantage (FA) in Q3 2024, closing a stake of 26,827 shares — an estimated $431K sold.

Principal Financial Group first reported a position in FA in Q2 2021 and held it in 13 quarters. The position peaked at $24M in Q1 2023. 127 funds tracked by Wall St. Rank hold FA as of Q3 2024.

  • Principal Financial Group reported no remaining First Advantage position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 26,827 First Advantage shares in Q3 2024, an estimated $431K.
  • Principal Financial Group first reported a position in First Advantage in Q2 2021 and held it in 13 quarters.
  • Principal Financial Group's First Advantage position peaked at $24M in Q1 2023.
  • 127 funds tracked by Wall St. Rank held First Advantage as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.