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Seeyond’s Principal Financial Group PFG Stock Holding History

Seeyond’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
2022
Q4 		$1.04M Sell
12,402
-913
-7% -$78.3K 0.1% 275
2022
Q3 		$960K Sell
13,315
-1,076
-7% -$77.3K 0.12% 276
2022
Q2 		$961K Buy
14,391
+4,921
+52% +$346K 0.11% 321
2022
Q1 		$695K Buy
9,470
+1,698
+22% +$123K 0.07% 415
2021
Q4 		$562K Sell
7,772
-84
-1% -$5.86K 0.05% 462
2021
Q3 		$505K Sell
7,856
-466
-6% -$29.9K 0.05% 471
2021
Q2 		$525K Sell
8,322
-540
-6% -$34.5K 0.05% 452
2021
Q1 		$531K Buy
8,862
+208
+2% +$11.6K 0.05% 451
2020
Q4 		$429K Sell
8,654
-896
-9% -$41K 0.04% 467
2020
Q3 		$385K Buy
9,550
+158
+2% +$6.74K 0.04% 462
2020
Q2 		$390K Sell
9,392
-850
-8% -$31K 0.04% 449
2020
Q1 		$568K Sell
10,242
-1,977
-16% -$93.5K 0.08% 347
2019
Q4 		$672K Sell
12,219
-955
-7% -$52.3K 0.07% 414
2019
Q3 		$753K Sell
13,174
-617
-4% -$34.7K 0.08% 381
2019
Q2 		$799K Sell
13,791
-334
-2% -$18.4K 0.08% 371
2019
Q1 		$709K Buy
14,125
+11,476
+433% +$569K 0.07% 410
2018
Q4 		$117K Buy
+2,649
New +$130K 0.02% 578

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Seeyond's PFG Position: Q4 2022 in Review

Seeyond reduced its Principal Financial Group (PFG) stake by 6.9% in Q4 2022, selling an estimated $78.3K and leaving 12,402 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #275.

Seeyond first reported a position in PFG in Q4 2018 and has held it in 17 quarters since. 783 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

  • Seeyond held 12,402 shares of Principal Financial Group worth $1.04M as of Q4 2022.
  • Seeyond sold 913 Principal Financial Group shares in Q4 2022, an estimated $78.3K.
  • Principal Financial Group made up 0.1% of Seeyond's portfolio in Q4 2022, its #275 holding.
  • Seeyond first reported a position in Principal Financial Group in Q4 2018 and has held it in 17 quarters since.
  • 783 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.