SFO
PFG icon

Standard Family Office’s Principal Financial Group PFG Stock Holding History

Standard Family Office’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 		– Sell
-1,700
Closed -$123K – 329
2022
Q3 		$123K Hold
1,700
– – 0.05% 63
2022
Q2 		$114K Buy
+1,700
New +$120K 1.13% 26
2022
Q1 		– Sell
-1,300
Closed -$94K – 198
2021
Q4 		$94K Hold
1,300
– – 0.83% 35
2021
Q3 		$84K Sell
1,300
-3,243
-71% -$208K 0.02% 28
2021
Q2 		$287K Buy
4,543
+1,300
+40% +$83.1K 0.06% 121
2021
Q1 		$194K Sell
3,243
-1,300
-29% -$72.5K 0.05% 128
2020
Q4 		$225K Buy
+4,543
New +$208K 0.05% 112

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