Principal Financial Group
NWLI

Principal Financial Group’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Principal Financial Group’s Portfolio NWLI Stock Details NWLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,754
Closed -$437K – 2667
2021
Q1 		$437K Buy
1,754
+121
+7% +$26K ﹤0.01% 2192
2020
Q4 		$337K Buy
+1,633
New +$317K ﹤0.01% 2209

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

Principal Financial Group's NWLI Position: Q2 2021 in Review

Principal Financial Group sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2021, closing a stake of 1,754 shares — an estimated $437K sold.

Principal Financial Group first reported a position in NWLI in Q4 2020 and held it in 2 quarters. The position peaked at $437K in Q1 2021. 89 funds tracked by Wall St. Rank hold NWLI as of Q2 2021.

  • Principal Financial Group reported no remaining National Western Life Group, Inc. Class A position as of Q2 2021 after selling out during the quarter.
  • Principal Financial Group sold 1,754 National Western Life Group, Inc. Class A shares in Q2 2021, an estimated $437K.
  • Principal Financial Group first reported a position in National Western Life Group, Inc. Class A in Q4 2020 and held it in 2 quarters.
  • Principal Financial Group's National Western Life Group, Inc. Class A position peaked at $437K in Q1 2021.
  • 89 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2021.

Based on Principal Financial Group's 13F filing for Q2 2021, filed 10 Aug 2021.