Stellar Capital Management’s Principal Financial Group PFG Stock Holding History

Stellar Capital Management’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 Q2	$2.1M	Buy	+50,555	New	+$1.84M	1.43%	28

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stellar Capital Management's PFG Position: Q2 2020 in Review

Stellar Capital Management opened a new position in Principal Financial Group (PFG) in Q2 2020: 50,555 shares worth $2.1M. The stake represents 1.43% of the portfolio and ranks #28 among its holdings.

569 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

Stellar Capital Management held 50,555 shares of Principal Financial Group worth $2.1M as of Q2 2020.
Principal Financial Group was a new Stellar Capital Management position in Q2 2020.
Principal Financial Group made up 1.43% of Stellar Capital Management's portfolio in Q2 2020, its #28 holding.
569 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on Stellar Capital Management's 13F filing for Q2 2020, filed 17 Aug 2020.