Principal Financial Group
XL

Principal Financial Group’s XL Group Ltd. XL Stock Holding History

Principal Financial Group’s Portfolio XL Stock Details XL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-375,927
Closed -$21M – 2359
2018
Q2 		$21M Sell
375,927
-6,664
-2% -$371K 0.02% 794
2018
Q1 		$21.1M Sell
382,591
-1,876
-0.5% -$82.3K 0.02% 755
2017
Q4 		$13.5M Sell
384,467
-24,979
-6% -$969K 0.01% 1078
2017
Q3 		$16.2M Sell
409,446
-6,937
-2% -$296K 0.02% 939
2017
Q2 		$18.2M Buy
416,383
+10,868
+3% +$458K 0.02% 818
2017
Q1 		$16.2M Buy
405,515
+4,279
+1% +$168K 0.02% 866
2016
Q4 		$14.9M Sell
401,236
-11,763
-3% -$422K 0.02% 897
2016
Q3 		$13.9M Sell
412,999
-10,426
-2% -$351K 0.02% 898
2016
Q2 		$14.1M Sell
423,425
-3,557
-0.8% -$121K 0.02% 823
2016
Q1 		$15.7M Buy
426,982
+686
+0.2% +$24.4K 0.02% 714
2015
Q4 		$16.7M Sell
426,296
-34,038
-7% -$1.29M 0.02% 648
2015
Q3 		$16.7M Buy
460,334
+9,341
+2% +$354K 0.03% 618
2015
Q2 		$16.8M Buy
450,993
+99,153
+28% +$3.72M 0.03% 665
2015
Q1 		$12.9M Sell
351,840
-13,676
-4% -$490K 0.02% 790
2014
Q4 		$12.6M Buy
365,516
+9,349
+3% +$319K 0.02% 795
2014
Q3 		$11.8M Buy
356,167
+770
+0.2% +$25.7K 0.02% 796
2014
Q2 		$11.6M Sell
355,397
-5,378
-1% -$172K 0.02% 838
2014
Q1 		$11.3M Buy
360,775
+415
+0.1% +$12.4K 0.02% 842
2013
Q4 		$11.5M Sell
360,360
-4,688
-1% -$146K 0.02% 788
2013
Q3 		$11.3M Sell
365,048
-18,402
-5% -$572K 0.02% 748
2013
Q2 		$11.6M Buy
+383,450
New +$12M 0.03% 678

Other funds holding XL

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Principal Financial Group's XL Position: Q3 2018 in Review

Principal Financial Group sold out of XL Group Ltd. (XL) in Q3 2018, closing a stake of 375,927 shares — an estimated $21M sold.

Principal Financial Group first reported a position in XL in Q2 2013 and held it in 21 quarters. The position peaked at $21.1M in Q1 2018. 2 funds tracked by Wall St. Rank hold XL as of Q3 2018.

  • Principal Financial Group reported no remaining XL Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • Principal Financial Group sold 375,927 XL Group Ltd. shares in Q3 2018, an estimated $21M.
  • Principal Financial Group first reported a position in XL Group Ltd. in Q2 2013 and held it in 21 quarters.
  • Principal Financial Group's XL Group Ltd. position peaked at $21.1M in Q1 2018.
  • 2 funds tracked by Wall St. Rank held XL Group Ltd. as of Q3 2018.

Based on Principal Financial Group's 13F filing for Q3 2018, filed 14 Nov 2018.