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Simplicity Solutions’s Principal Financial Group PFG Stock Holding History

Simplicity Solutions’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
2023
Q4 		$406K Buy
5,157
+97
+2% +$7.03K 0.01% 738
2023
Q3 		$365K Sell
5,060
-315
-6% -$24.4K 0.01% 695
2023
Q2 		$408K Sell
5,375
-40
-0.7% -$2.88K 0.01% 729
2023
Q1 		$402K Buy
5,415
+2,990
+123% +$254K 0.01% 756
2022
Q4 		$203K Buy
+2,425
New +$208K 0.03% 623
2021
Q1 		– Sell
-32,869
Closed -$1.63M – 829
2020
Q4 		$1.63M Buy
32,869
+4,138
+14% +$190K 0.02% 433
2020
Q3 		$1.16M Sell
28,731
-5,611
-16% -$239K 0.02% 449
2020
Q2 		$1.43M Buy
34,342
+11,924
+53% +$435K 0.03% 375
2020
Q1 		$702K Buy
22,418
+6,196
+38% +$293K 0.02% 419
2019
Q4 		$892K Buy
16,222
+7,987
+97% +$437K 0.03% 409
2019
Q3 		$471K Sell
8,235
-439
-5% -$24.7K 0.02% 430
2019
Q2 		$502K Buy
8,674
+4,416
+104% +$243K 0.02% 349
2019
Q1 		$214K Sell
4,258
-4,987
-54% -$247K 0.01% 665
2018
Q4 		$408K Buy
9,245
+1,186
+15% +$58.4K 0.05% 358
2018
Q3 		$472K Sell
8,059
-9,369
-54% -$522K 0.03% 275
2018
Q2 		$922K Buy
+17,428
New +$1.01M 0.07% 159

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Simplicity Solutions's PFG Position: Q4 2023 in Review

Simplicity Solutions increased its Principal Financial Group (PFG) stake by 1.9% in Q4 2023, buying an estimated $7.03K and bringing the position to 5,157 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #738.

Simplicity Solutions first reported a position in PFG in Q2 2018 and has held it in 16 quarters since. The position peaked at $1.63M in Q4 2020. 755 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

  • Simplicity Solutions held 5,157 shares of Principal Financial Group worth $406K as of Q4 2023.
  • Simplicity Solutions bought 97 Principal Financial Group shares in Q4 2023, an estimated $7.03K.
  • Principal Financial Group made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #738 holding.
  • Simplicity Solutions first reported a position in Principal Financial Group in Q2 2018 and has held it in 16 quarters since.
  • Simplicity Solutions's Principal Financial Group position peaked at $1.63M in Q4 2020.
  • 755 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.