QI
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QS Investors’s Principal Financial Group PFG Stock Holding History

QS Investors’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$1.28M Buy
20,212
+1,207
+6% +$77.2K 0.02% 430
2021
Q1 		$1.14M Buy
19,005
+76
+0.4% +$4.24K 0.01% 496
2020
Q4 		$939K Sell
18,929
-34,816
-65% -$1.59M 0.01% 527
2020
Q3 		$2.17M Sell
53,745
-86,751
-62% -$3.7M 0.03% 312
2020
Q2 		$5.84M Buy
140,496
+138
+0.1% +$5.03K 0.08% 194
2020
Q1 		$4.4M Hold
140,358
– – 0.07% 226
2019
Q4 		$7.82M Buy
140,358
+454
+0.3% +$24.9K 0.08% 187
2019
Q3 		$8M Buy
139,904
+87,211
+166% +$4.91M 0.09% 172
2019
Q2 		$3.05M Sell
52,693
-7,451
-12% -$411K 0.03% 431
2019
Q1 		$3.02M Sell
60,144
-12,691
-17% -$629K 0.03% 434
2018
Q4 		$3.22M Buy
72,835
+2,775
+4% +$137K 0.04% 356
2018
Q3 		$4.11M Buy
70,060
+11,855
+20% +$661K 0.04% 347
2018
Q2 		$3.08M Sell
58,205
-514
-0.9% -$29.9K 0.03% 462
2018
Q1 		$3.58M Sell
58,719
-55,130
-48% -$3.63M 0.04% 374
2017
Q4 		$8.03M Sell
113,849
-4,936
-4% -$340K 0.08% 172
2017
Q3 		$7.64M Buy
118,785
+3,531
+3% +$227K 0.06% 192
2017
Q2 		$7.38M Buy
115,254
+940
+0.8% +$59.6K 0.06% 191
2017
Q1 		$7.21M Hold
114,314
– – 0.06% 202
2016
Q4 		$6.61M Hold
114,314
– – 0.05% 261
2016
Q3 		$5.89M Sell
114,314
-6,674
-6% -$312K 0.05% 326
2016
Q2 		$4.97M Sell
120,988
-3,250
-3% -$137K 0.04% 392
2016
Q1 		$4.9M Buy
124,238
+1,665
+1% +$64.1K 0.05% 390
2015
Q4 		$5.51M Buy
122,573
+6,265
+5% +$306K 0.05% 358
2015
Q3 		$5.51M Sell
116,308
-6,830
-6% -$354K 0.06% 318
2015
Q2 		$6.32M Buy
123,138
+11,687
+10% +$606K 0.08% 302
2015
Q1 		$5.72M Sell
111,451
-13,467
-11% -$677K 0.06% 332
2014
Q4 		$6.49M Sell
124,918
-233,659
-65% -$12.1M 0.07% 291
2014
Q3 		$18.8M Sell
358,577
-27,600
-7% -$1.44M 0.51% 54
2014
Q2 		$19.5M Buy
+386,177
New +$18.2M 0.52% 47

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

QS Investors's PFG Position: Q2 2021 in Review

QS Investors increased its Principal Financial Group (PFG) stake by 6.4% in Q2 2021, buying an estimated $77.2K and bringing the position to 20,212 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #430.

QS Investors first reported a position in PFG in Q2 2014 and has held it in 29 quarters since. The position peaked at $19.5M in Q2 2014. 614 funds tracked by Wall St. Rank hold PFG as of Q2 2021.

  • QS Investors held 20,212 shares of Principal Financial Group worth $1.28M as of Q2 2021.
  • QS Investors bought 1,207 Principal Financial Group shares in Q2 2021, an estimated $77.2K.
  • Principal Financial Group made up 0.02% of QS Investors's portfolio in Q2 2021, its #430 holding.
  • QS Investors first reported a position in Principal Financial Group in Q2 2014 and has held it in 29 quarters since.
  • QS Investors's Principal Financial Group position peaked at $19.5M in Q2 2014.
  • 614 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.