Susquehanna Fundamental Investments’s Principal Financial Group PFG Stock Holding History

Susquehanna Fundamental Investments’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 Q1	$10.8M	Buy	+146,738	New	+$10.6M	0.21%	120
2020 Q4	–	Sell	-99,599	Closed	-$4.01M	–	1577
2020 Q3	$4.01M	Buy	+99,599	New	+$4.25M	0.12%	235
2019 Q4	–	Sell	-139,200	Closed	-$7.95M	–	342
2019 Q3	$7.95M	Hold	139,200	–	–	0.97%	21
2019 Q2	$8.06M	Hold	139,200	–	–	0.94%	22
2019 Q1	$6.99M	Sell	139,200 -6,700	-5%	-$332K	0.8%	25
2018 Q4	$6.44M	Buy	+145,900	New	+$7.18M	1.13%	17
2018 Q3	–	Sell	-52,354	Closed	-$2.77M	–	390
2018 Q2	$2.77M	Buy	+52,354	New	+$3.04M	0.41%	74

Other funds holding PFG

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna Fundamental Investments's PFG Position: Q1 2022 in Review

Susquehanna Fundamental Investments opened a new position in Principal Financial Group (PFG) in Q1 2022: 146,738 shares worth $10.8M. The stake represents 0.21% of the portfolio and ranks #120 among its holdings. This is a return to the name: Susquehanna Fundamental Investments previously reported a position in PFG as recently as Q3 2020.

Susquehanna Fundamental Investments first reported a position in PFG in Q2 2018 and has held it in 7 quarters since. 687 funds tracked by Wall St. Rank hold PFG as of Q1 2022.

Susquehanna Fundamental Investments held 146,738 shares of Principal Financial Group worth $10.8M as of Q1 2022.
Principal Financial Group was a new Susquehanna Fundamental Investments position in Q1 2022.
Principal Financial Group made up 0.21% of Susquehanna Fundamental Investments's portfolio in Q1 2022, its #120 holding.
Susquehanna Fundamental Investments first reported a position in Principal Financial Group in Q2 2018 and has held it in 7 quarters since.
687 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2022.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2022, filed 16 May 2022.