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

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group's III Position: Q4 2022 in Review

Principal Financial Group sold out of Information Services Group (III) in Q4 2022, closing a stake of 11,130 shares — an estimated $53K sold.

Principal Financial Group first reported a position in III in Q2 2014 and held it in 8 quarters. The position peaked at $392K in Q4 2021. 104 funds tracked by Wall St. Rank hold III as of Q4 2022.

  • Principal Financial Group reported no remaining Information Services Group position as of Q4 2022 after selling out during the quarter.
  • Principal Financial Group sold 11,130 Information Services Group shares in Q4 2022, an estimated $53K.
  • Principal Financial Group first reported a position in Information Services Group in Q2 2014 and held it in 8 quarters.
  • Principal Financial Group's Information Services Group position peaked at $392K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Information Services Group as of Q4 2022.

Based on Principal Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.