Principal Financial Group
III icon

Principal Financial Group’s Information Services Group III Stock Holding History

Principal Financial Group’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,130
Closed -$53K – 2491
2022
Q3 		$53K Sell
11,130
-10,703
-49% -$66.5K ﹤0.01% 2406
2022
Q2 		$148K Sell
21,833
-12,301
-36% -$77.4K ﹤0.01% 2342
2022
Q1 		$232K Sell
34,134
-17,312
-34% -$122K ﹤0.01% 2298
2021
Q4 		$392K Buy
+51,446
New +$414K ﹤0.01% 2184
2018
Q4 		– Sell
-10,741
Closed -$51K – 2274
2018
Q3 		$51K Buy
+10,741
New +$47.7K ﹤0.01% 2267
2017
Q3 		– Sell
-10,679
Closed -$44K – 2221
2017
Q2 		$44K Buy
+10,679
New +$38.4K ﹤0.01% 2239
2014
Q4 		– Sell
-10,695
Closed -$41K – 2194
2014
Q3 		$41K Hold
10,695
– – ﹤0.01% 2196
2014
Q2 		$51K Buy
+10,695
New +$52.9K ﹤0.01% 2235

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return