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SRB Corp’s Principal Financial Group PFG Stock Holding History

SRB Corp’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
-13,525
Closed -$545K – 190
2020
Q3 		$545K Hold
13,525
– – 0.05% 115
2020
Q2 		$561K Buy
13,525
+3,826
+39% +$140K 0.05% 38
2020
Q1 		$304K Buy
9,699
+293
+3% +$13.9K 0.03% 140
2019
Q4 		$517K Buy
9,406
+940
+11% +$51.5K 0.04% 99
2019
Q3 		$484K Sell
8,466
-343
-4% -$19.3K 0.04% 70
2019
Q2 		$511K Sell
8,809
-4,916
-36% -$271K 0.05% 60
2019
Q1 		$689K Buy
13,725
+2,156
+19% +$107K 0.06% 100
2018
Q4 		$511K Buy
11,569
+1,936
+20% +$95.3K 0.05% 78
2018
Q3 		$565K Buy
9,633
+618
+7% +$34.4K 0.06% 39
2018
Q2 		$478K Buy
9,015
+5,698
+172% +$331K 0.05% 143
2018
Q1 		$202K Buy
3,317
+496
+18% +$32.6K 0.03% 96
2017
Q4 		$199K Hold
2,821
– – 0.03% 111
2017
Q3 		$182K Sell
2,821
-152
-5% -$9.78K 0.02% 115
2017
Q2 		$190K Hold
2,973
– – 0.03% 76
2017
Q1 		$188K Hold
2,973
– – 0.03% 31
2016
Q4 		$172K Sell
2,973
-316
-10% -$17.7K 0.02% 114
2016
Q3 		$169K Hold
3,289
– – 0.02% 22
2016
Q2 		$135K Sell
3,289
-456
-12% -$19.2K 0.02% 143
2016
Q1 		$148K Buy
3,745
+810
+28% +$31.2K 0.02% 107
2015
Q4 		$132K Hold
2,935
– – 0.02% 128
2015
Q3 		$139K Buy
2,935
+145
+5% +$7.51K 0.02% 153
2015
Q2 		$143K Sell
2,790
-493
-15% -$25.6K 0.02% 82
2015
Q1 		$169K Buy
3,283
+519
+19% +$26.1K 0.02% 64
2014
Q4 		$144K Buy
2,764
+127
+5% +$6.58K 0.02% 136
2014
Q3 		$138K Buy
+2,637
New +$138K 0.02% 96

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SRB Corp's PFG Position: Q4 2020 in Review

SRB Corp sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 13,525 shares — an estimated $545K sold.

SRB Corp first reported a position in PFG in Q3 2014 and held it in 25 quarters. The position peaked at $689K in Q1 2019. 620 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

  • SRB Corp reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
  • SRB Corp sold 13,525 Principal Financial Group shares in Q4 2020, an estimated $545K.
  • SRB Corp first reported a position in Principal Financial Group in Q3 2014 and held it in 25 quarters.
  • SRB Corp's Principal Financial Group position peaked at $689K in Q1 2019.
  • 620 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on SRB Corp's 13F filing for Q4 2020, filed 12 Feb 2021.