Principal Financial Group
VR

Principal Financial Group’s Validus Hold Ltd VR Stock Holding History

Principal Financial Group’s Portfolio VR Stock Details VR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,197,612
Closed -$103M – 2266
2017
Q4 		$103M Buy
2,197,612
+242,252
+12% +$12M 0.09% 258
2017
Q3 		$96.2M Buy
1,955,360
+299,383
+18% +$15.2M 0.09% 264
2017
Q2 		$86.1M Buy
1,655,977
+1,072,405
+184% +$57.8M 0.09% 285
2017
Q1 		$32.9M Buy
583,572
+60,491
+12% +$3.45M 0.04% 475
2016
Q4 		$28.8M Sell
523,081
-35,046
-6% -$1.85M 0.04% 519
2016
Q3 		$27.8M Buy
558,127
+76,897
+16% +$3.82M 0.04% 511
2016
Q2 		$23.4M Buy
481,230
+46,583
+11% +$2.19M 0.03% 540
2016
Q1 		$20.5M Sell
434,647
-25,239
-5% -$1.13M 0.03% 574
2015
Q4 		$21.3M Sell
459,886
-309,414
-40% -$14.1M 0.03% 540
2015
Q3 		$34.7M Buy
769,300
+23,099
+3% +$1.04M 0.05% 336
2015
Q2 		$32.8M Buy
746,201
+379,577
+104% +$16.3M 0.05% 380
2015
Q1 		$15.4M Sell
366,624
-267,258
-42% -$11M 0.02% 680
2014
Q4 		$26.3M Buy
633,882
+48,217
+8% +$1.95M 0.04% 437
2014
Q3 		$22.9M Buy
585,665
+45,272
+8% +$1.74M 0.04% 445
2014
Q2 		$20.7M Buy
540,393
+55,174
+11% +$2.05M 0.03% 505
2014
Q1 		$18.3M Sell
485,219
-88,526
-15% -$3.28M 0.03% 553
2013
Q4 		$23.1M Sell
573,745
-843,512
-60% -$33M 0.04% 444
2013
Q3 		$52.4M Sell
1,417,257
-490,390
-26% -$17.4M 0.11% 235
2013
Q2 		$68.9M Buy
+1,907,647
New +$70.6M 0.15% 181

Other funds holding VR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group's VR Position: Q1 2018 in Review

Principal Financial Group sold out of Validus Hold Ltd (VR) in Q1 2018, closing a stake of 2,197,612 shares — an estimated $103M sold.

Principal Financial Group first reported a position in VR in Q2 2013 and held it in 19 quarters. The position peaked at $103M in Q4 2017. 234 funds tracked by Wall St. Rank hold VR as of Q1 2018.

  • Principal Financial Group reported no remaining Validus Hold Ltd position as of Q1 2018 after selling out during the quarter.
  • Principal Financial Group sold 2,197,612 Validus Hold Ltd shares in Q1 2018, an estimated $103M.
  • Principal Financial Group first reported a position in Validus Hold Ltd in Q2 2013 and held it in 19 quarters.
  • Principal Financial Group's Validus Hold Ltd position peaked at $103M in Q4 2017.
  • 234 funds tracked by Wall St. Rank held Validus Hold Ltd as of Q1 2018.

Based on Principal Financial Group's 13F filing for Q1 2018, filed 14 May 2018.