Symmetry Partners’s Principal Financial Group PFG Stock Holding History

Symmetry Partners’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 Q3	–	Sell	-3,395	Closed	-$266K	–	396
2024 Q2	$266K	Hold	3,395	–	–	0.01%	435
2024 Q1	$293K	Hold	3,395	–	–	0.02%	428
2023 Q4	$269K	Sell	3,395 -1,687	-33%	-$122K	0.01%	427
2023 Q3	$366K	Hold	5,082	–	–	0.02%	387
2023 Q2	$385K	Sell	5,082 -1,055	-17%	-$76K	0.02%	405
2023 Q1	$456K	Buy	6,137 +1,055	+21%	+$89.5K	0.03%	354
2022 Q4	$426K	Hold	5,082	–	–	0.03%	373
2022 Q3	$367K	Hold	5,082	–	–	0.02%	385
2022 Q2	$339K	Hold	5,082	–	–	0.02%	428
2022 Q1	$373K	Hold	5,082	–	–	0.02%	455
2021 Q4	$368K	Sell	5,082 -1,202	-19%	-$83.9K	0.02%	478
2021 Q3	$419K	Hold	6,284	–	–	0.03%	474
2021 Q2	$397K	Hold	6,284	–	–	0.03%	506
2021 Q1	$377K	Sell	6,284 -39	-0.6%	-$2.17K	0.03%	494
2020 Q4	$314K	Buy	6,323 +12	+0.2%	+$550	0.02%	513
2020 Q3	$254K	Buy	+6,311	New	+$269K	0.02%	529

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 $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Symmetry Partners's PFG Position: Q3 2024 in Review

Symmetry Partners sold out of Principal Financial Group (PFG) in Q3 2024, closing a stake of 3,395 shares — an estimated $266K sold.

Symmetry Partners first reported a position in PFG in Q3 2020 and held it in 16 quarters. The position peaked at $456K in Q1 2023. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

Symmetry Partners reported no remaining Principal Financial Group position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 3,395 Principal Financial Group shares in Q3 2024, an estimated $266K.
Symmetry Partners first reported a position in Principal Financial Group in Q3 2020 and held it in 16 quarters.
Symmetry Partners's Principal Financial Group position peaked at $456K in Q1 2023.
784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.