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Sun Life Financial’s Principal Financial Group PFG Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-149
Closed -$9K – 385
2021
Q1 		$9K Sell
149
-2
-1% -$111 ﹤0.01% 420
2020
Q4 		$7K Hold
151
– – ﹤0.01% 434
2020
Q3 		$6K Sell
151
-12,629
-99% -$538K ﹤0.01% 434
2020
Q2 		$531K Buy
12,780
+586
+5% +$21.4K 0.1% 75
2020
Q1 		$382K Buy
12,194
+2,512
+26% +$119K 0.1% 81
2019
Q4 		$533K Sell
9,682
-5,540
-36% -$303K 0.14% 83
2019
Q3 		$870K Buy
15,222
+3,262
+27% +$184K 0.22% 71
2019
Q2 		$693K Sell
11,960
-13,487
-53% -$743K 0.17% 57
2019
Q1 		$1.28M Buy
25,447
+3,364
+15% +$167K 0.28% 53
2018
Q4 		$975K Buy
22,083
+81
+0.4% +$3.99K 0.21% 69
2018
Q3 		$1.29M Buy
22,002
+21,280
+2,947% +$1.19M 0.23% 70
2018
Q2 		$38K Buy
722
+647
+863% +$37.6K 0.01% 482
2018
Q1 		$1.23K Sell
75
-512
-87% -$33.7K 0.01% 289
2017
Q4 		$41K Sell
587
-1,387
-70% -$95.6K ﹤0.01% 302
2017
Q3 		$127K Buy
1,974
+1
+0.1% +$64 0.01% 302
2017
Q2 		$126K Buy
1,973
+1,964
+21,822% +$125K 0.01% 300
2017
Q1 		$144 Buy
+9
New +$549 ﹤0.01% 335

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 $3.38T AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sun Life Financial's PFG Position: Q2 2021 in Review

Sun Life Financial sold out of Principal Financial Group (PFG) in Q2 2021, closing a stake of 149 shares — an estimated $9K sold.

Sun Life Financial first reported a position in PFG in Q1 2017 and held it in 17 quarters. The position peaked at $1.29M in Q3 2018. 614 funds tracked by Wall St. Rank hold PFG as of Q2 2021.

  • Sun Life Financial reported no remaining Principal Financial Group position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 149 Principal Financial Group shares in Q2 2021, an estimated $9K.
  • Sun Life Financial first reported a position in Principal Financial Group in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Principal Financial Group position peaked at $1.29M in Q3 2018.
  • 614 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.