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Slow Capital’s Principal Financial Group PFG Stock Holding History

Slow Capital’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
Q4 		– Sell
-1,509
Closed -$61K – 249
2020
Q3 		$61K Buy
+1,509
New +$64.3K 0.02% 186
2018
Q2 		– Sell
-100
Closed -$6K – 176
2018
Q1 		$6K Hold
100
– – ﹤0.01% 192
2017
Q4 		$7K Buy
+100
New +$6.89K ﹤0.01% 178

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Slow Capital's PFG Position: Q4 2020 in Review

Slow Capital sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 1,509 shares — an estimated $61K sold.

Slow Capital first reported a position in PFG in Q4 2017 and held it in 3 quarters. The position peaked at $61K in Q3 2020. 619 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

  • Slow Capital reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
  • Slow Capital sold 1,509 Principal Financial Group shares in Q4 2020, an estimated $61K.
  • Slow Capital first reported a position in Principal Financial Group in Q4 2017 and held it in 3 quarters.
  • Slow Capital's Principal Financial Group position peaked at $61K in Q3 2020.
  • 619 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on Slow Capital's 13F filing for Q4 2020, filed 11 Feb 2021.