Principal Financial Group
ML

Principal Financial Group’s MoneyLion Inc. ML Stock Holding History

Principal Financial Group’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-522
Closed -$8.9K – 2558
2023
Q1 		$8.9K Buy
+522
New +$10.9K ﹤0.01% 2448
2022
Q4 		– Sell
-439
Closed -$12K – 2578
2022
Q3 		$12K Buy
+439
New +$20.1K ﹤0.01% 2477

Other funds holding ML

SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CPX
Canaan Partners X Menlo Park, California $74.7M AUM 151.56% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CPX
Canaan Partners XI Menlo Park, California $76.1M AUM 638.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Principal Financial Group's ML Position: Q2 2023 in Review

Principal Financial Group sold out of MoneyLion Inc. (ML) in Q2 2023, closing a stake of 522 shares — an estimated $8.9K sold.

Principal Financial Group first reported a position in ML in Q3 2022 and held it in 2 quarters. The position peaked at $12K in Q3 2022. 38 funds tracked by Wall St. Rank hold ML as of Q2 2023.

  • Principal Financial Group reported no remaining MoneyLion Inc. position as of Q2 2023 after selling out during the quarter.
  • Principal Financial Group sold 522 MoneyLion Inc. shares in Q2 2023, an estimated $8.9K.
  • Principal Financial Group first reported a position in MoneyLion Inc. in Q3 2022 and held it in 2 quarters.
  • Principal Financial Group's MoneyLion Inc. position peaked at $12K in Q3 2022.
  • 38 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2023.

Based on Principal Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.