Principal Financial Group
NNI icon

Principal Financial Group’s Nelnet NNI Stock Holding History

Principal Financial Group’s Portfolio NNI Stock Details NNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,233
Closed -$373K – 2470
2023
Q4 		$373K Buy
4,233
+141
+3% +$12.2K ﹤0.01% 2012
2023
Q3 		$365K Buy
4,092
+1,295
+46% +$122K ﹤0.01% 2009
2023
Q2 		$270K Buy
+2,797
New +$266K ﹤0.01% 2099
2018
Q1 		– Sell
-3,811
Closed -$209K – 2230
2017
Q4 		$209K Buy
+3,811
New +$206K ﹤0.01% 2130
2017
Q3 		– Sell
-4,542
Closed -$214K – 2232
2017
Q2 		$214K Buy
+4,542
New +$198K ﹤0.01% 2122
2017
Q1 		– Sell
-9,109
Closed -$463K – 2219
2016
Q4 		$463K Buy
9,109
+3,989
+78% +$184K ﹤0.01% 1934
2016
Q3 		$207K Buy
+5,120
New +$191K ﹤0.01% 2037
2016
Q2 		– Sell
-5,575
Closed -$219K – 2197
2016
Q1 		$219K Buy
+5,575
New +$195K ﹤0.01% 2001
2014
Q4 		– Sell
-5,296
Closed -$228K – 2200
2014
Q3 		$228K Sell
5,296
-16,868
-76% -$724K ﹤0.01% 1991
2014
Q2 		$918K Sell
22,164
-571
-3% -$23.4K ﹤0.01% 1804
2014
Q1 		$929K Sell
22,735
-148,278
-87% -$5.85M ﹤0.01% 1777
2013
Q4 		$7.21M Buy
171,013
+41,837
+32% +$1.76M 0.01% 1100
2013
Q3 		$4.97M Buy
129,176
+41,244
+47% +$1.59M 0.01% 1275
2013
Q2 		$3.17M Buy
+87,932
New +$3.15M 0.01% 1446

Other funds holding NNI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SA
Sycale Advisors New York $201M AUM 2.35% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
GAI
General American Investors New York $1.52B AUM 37.94% 1-Year Est. Return

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

Principal Financial Group sold out of Nelnet (NNI) in Q1 2024, closing a stake of 4,233 shares — an estimated $373K sold.

Principal Financial Group first reported a position in NNI in Q2 2013 and held it in 14 quarters. The position peaked at $7.21M in Q4 2013. 153 funds tracked by Wall St. Rank hold NNI as of Q1 2024.

  • Principal Financial Group reported no remaining Nelnet position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 4,233 Nelnet shares in Q1 2024, an estimated $373K.
  • Principal Financial Group first reported a position in Nelnet in Q2 2013 and held it in 14 quarters.
  • Principal Financial Group's Nelnet position peaked at $7.21M in Q4 2013.
  • 153 funds tracked by Wall St. Rank held Nelnet as of Q1 2024.

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