SWMG
PFG icon

Signature Wealth Management Group’s Principal Financial Group PFG Stock Holding History

Signature Wealth Management Group’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
2020
Q1 		– Sell
-57,928
Closed -$3.19M – 77
2019
Q4 		$3.19M Buy
57,928
+496
+0.9% +$27.1K 2.01% 23
2019
Q3 		$3.28M Buy
57,432
+190
+0.3% +$10.7K 2.17% 19
2019
Q2 		$3.37M Sell
57,242
-526
-0.9% -$29K 2.25% 17
2019
Q1 		$2.9M Buy
57,768
+936
+2% +$46.4K 2.03% 26
2018
Q4 		$2.51M Buy
56,832
+1,258
+2% +$61.9K 1.95% 31
2018
Q3 		$2.54M Buy
55,574
+55,499
+73,999% +$3.09M 1.89% 27
2018
Q2 		$4K Hold
75
– – ﹤0.01% 271
2018
Q1 		$5K Sell
75
-20
-21% -$1.32K ﹤0.01% 245
2017
Q4 		$7K Buy
+95
New +$6.54K 0.01% 224

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return