RBC Europe’s Principal Financial Group PFG Stock Holding History

RBC Europe’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 Q4	–	Sell	-1,574	Closed	-$101K	–	995
2021 Q3	$101K	Hold	1,574	–	–	﹤0.01%	412
2021 Q2	$99.5K	Hold	1,574	–	–	﹤0.01%	437
2021 Q1	$94.4K	Hold	1,574	–	–	0.01%	417
2020 Q4	$78.1K	Hold	1,574	–	–	﹤0.01%	427
2020 Q3	$63.4K	Hold	1,574	–	–	﹤0.01%	419
2020 Q2	$65.4K	Hold	1,574	–	–	0.01%	389
2020 Q1	$49.3K	Hold	1,574	–	–	﹤0.01%	390
2019 Q4	$86.6K	Hold	1,574	–	–	0.01%	366
2019 Q3	$89.9K	Hold	1,574	–	–	0.01%	350
2019 Q2	$91.2K	Hold	1,574	–	–	0.01%	352
2019 Q1	$79K	Hold	1,574	–	–	0.01%	369
2018 Q4	$69.5K	Hold	1,574	–	–	0.01%	376
2018 Q3	$92.2K	Hold	1,574	–	–	0.01%	360
2018 Q2	$83.3K	Hold	1,574	–	–	0.01%	379
2018 Q1	$95.9K	Hold	1,574	–	–	0.01%	347
2017 Q4	$111K	Hold	1,574	–	–	0.01%	337
2017 Q3	$101K	Buy	+1,574	New	+$101K	0.01%	355

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RBC Europe's PFG Position: Q4 2021 in Review

RBC Europe sold out of Principal Financial Group (PFG) in Q4 2021, closing a stake of 1,574 shares — an estimated $101K sold.

RBC Europe first reported a position in PFG in Q3 2017 and held it in 17 quarters. The position peaked at $111K in Q4 2017. 663 funds tracked by Wall St. Rank hold PFG as of Q4 2021.

RBC Europe reported no remaining Principal Financial Group position as of Q4 2021 after selling out during the quarter.
RBC Europe sold 1,574 Principal Financial Group shares in Q4 2021, an estimated $101K.
RBC Europe first reported a position in Principal Financial Group in Q3 2017 and held it in 17 quarters.
RBC Europe's Principal Financial Group position peaked at $111K in Q4 2017.
663 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.

Based on RBC Europe's 13F filing for Q4 2021, filed 14 Nov 2022.