Principal Financial Group
OCFT

Principal Financial Group’s OneConnect Financial Technology OCFT Stock Holding History

Principal Financial Group’s Portfolio OCFT Stock Details OCFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-17,306
Closed -$3.69M – 2446
2020
Q3 		$3.69M Sell
17,306
-39,187
-69% -$8.5M ﹤0.01% 1571
2020
Q2 		$10.3M Buy
+56,493
New +$7.57M 0.01% 1041

Other funds holding OCFT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Principal Financial Group's OCFT Position: Q4 2020 in Review

Principal Financial Group sold out of OneConnect Financial Technology (OCFT) in Q4 2020, closing a stake of 17,306 shares — an estimated $3.69M sold.

Principal Financial Group first reported a position in OCFT in Q2 2020 and held it in 2 quarters. The position peaked at $10.3M in Q2 2020. 60 funds tracked by Wall St. Rank hold OCFT as of Q4 2020.

  • Principal Financial Group reported no remaining OneConnect Financial Technology position as of Q4 2020 after selling out during the quarter.
  • Principal Financial Group sold 17,306 OneConnect Financial Technology shares in Q4 2020, an estimated $3.69M.
  • Principal Financial Group first reported a position in OneConnect Financial Technology in Q2 2020 and held it in 2 quarters.
  • Principal Financial Group's OneConnect Financial Technology position peaked at $10.3M in Q2 2020.
  • 60 funds tracked by Wall St. Rank held OneConnect Financial Technology as of Q4 2020.

Based on Principal Financial Group's 13F filing for Q4 2020, filed 8 Feb 2021.