Sugarloaf Wealth Management’s Principal Financial Group PFG Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$43.3K	Buy	559 +195	+54%	+$16.4K	0.01%	309
2024 Q3	$31.3K	Hold	364	–	–	0.01%	359
2024 Q2	$28.6K	Hold	364	–	–	0.01%	351
2024 Q1	$31.4K	Hold	364	–	–	0.01%	346
2023 Q4	$28.6K	Hold	364	–	–	0.01%	347
2023 Q3	$26.2K	Hold	364	–	–	0.01%	357
2023 Q2	$27.6K	Hold	364	–	–	0.01%	352
2023 Q1	$27.1K	Hold	364	–	–	0.01%	358
2022 Q4	$30.5K	Hold	364	–	–	0.01%	354
2022 Q3	$27K	Hold	364	–	–	0.01%	381
2022 Q2	$24K	Hold	364	–	–	0.01%	393
2022 Q1	$27K	Hold	364	–	–	0.01%	366
2021 Q4	$26K	Hold	364	–	–	0.01%	390
2021 Q3	$23K	Hold	364	–	–	0.01%	403
2021 Q2	$23K	Hold	364	–	–	0.01%	395
2021 Q1	$22	Hold	364	–	–	0.01%	386
2020 Q4	$18K	Hold	364	–	–	0.01%	398
2020 Q3	$15K	Hold	364	–	–	0.01%	401
2020 Q2	$15K	Hold	364	–	–	0.01%	392
2020 Q1	$11K	Hold	364	–	–	﹤0.01%	418
2019 Q4	$20K	Buy	+364	New	+$19.9K	0.01%	370

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Sugarloaf Wealth Management's PFG Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Principal Financial Group (PFG) stake by 54% in Q4 2024, buying an estimated $16.4K and bringing the position to 559 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #309.

Sugarloaf Wealth Management first reported a position in PFG in Q4 2019 and has held it in 21 quarters since. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

Sugarloaf Wealth Management held 559 shares of Principal Financial Group worth $43.3K as of Q4 2024.
Sugarloaf Wealth Management bought 195 Principal Financial Group shares in Q4 2024, an estimated $16.4K.
Principal Financial Group made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #309 holding.
Sugarloaf Wealth Management first reported a position in Principal Financial Group in Q4 2019 and has held it in 21 quarters since.
784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.