Principal Financial Group
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Principal Financial Group’s Perella Weinberg Partners PWP Stock Holding History

Principal Financial Group’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24,768
Closed -$303K – 2478
2023
Q4 		$303K Buy
24,768
+5,734
+30% +$62.4K ﹤0.01% 2062
2023
Q3 		$194K Buy
19,034
+4,607
+32% +$46.9K ﹤0.01% 2173
2023
Q2 		$120K Buy
+14,427
New +$119K ﹤0.01% 2263

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

Principal Financial Group sold out of Perella Weinberg Partners (PWP) in Q1 2024, closing a stake of 24,768 shares — an estimated $303K sold.

Principal Financial Group first reported a position in PWP in Q2 2023 and held it in 3 quarters. The position peaked at $303K in Q4 2023. 146 funds tracked by Wall St. Rank hold PWP as of Q1 2024.

  • Principal Financial Group reported no remaining Perella Weinberg Partners position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 24,768 Perella Weinberg Partners shares in Q1 2024, an estimated $303K.
  • Principal Financial Group first reported a position in Perella Weinberg Partners in Q2 2023 and held it in 3 quarters.
  • Principal Financial Group's Perella Weinberg Partners position peaked at $303K in Q4 2023.
  • 146 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2024.

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