RJA
PFG icon

Raymond James & Associates’s Principal Financial Group PFG Stock Holding History

Raymond James & Associates’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
2016
Q3 		– Sell
-10,100
Closed -$12K – 3274
2016
Q2 		$12K Buy
+10,100
New +$426K ﹤0.01% 2958

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Raymond James & Associates's PFG Position: Q3 2024 in Review

Raymond James & Associates increased its Principal Financial Group (PFG) stake by 36% in Q3 2024, buying an estimated $2.5M and bringing the position to 116,364 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #1235.

Raymond James & Associates first reported a position in PFG in Q1 2015 and has held it in 39 quarters since. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

  • Raymond James & Associates held 116,364 shares of Principal Financial Group worth $10M as of Q3 2024.
  • Raymond James & Associates bought 30,973 Principal Financial Group shares in Q3 2024, an estimated $2.5M.
  • Principal Financial Group made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1235 holding.
  • Raymond James & Associates first reported a position in Principal Financial Group in Q1 2015 and has held it in 39 quarters since.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.