SAI
PFG icon

Systematic Alpha Investments’s Principal Financial Group PFG Stock Holding History

Systematic Alpha 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
2024
Q1 		– Sell
-700
Closed -$55.1K – 257
2023
Q4 		$55.1K Hold
700
– – ﹤0.01% 276
2023
Q3 		$50.4K Hold
700
– – ﹤0.01% 269
2023
Q2 		$53.1K Hold
700
– – ﹤0.01% 242
2023
Q1 		$52K Buy
+700
New +$59.4K ﹤0.01% 271
2021
Q4 		– Sell
-700
Closed -$47K – 408
2021
Q3 		$47K Hold
700
– – ﹤0.01% 315
2021
Q2 		$46K Hold
700
– – ﹤0.01% 234
2021
Q1 		$42K Hold
700
– – ﹤0.01% 163
2020
Q4 		$35K Buy
+700
New +$32.1K ﹤0.01% 128

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Systematic Alpha Investments's PFG Position: Q1 2024 in Review

Systematic Alpha Investments sold out of Principal Financial Group (PFG) in Q1 2024, closing a stake of 700 shares — an estimated $55.1K sold.

Systematic Alpha Investments first reported a position in PFG in Q4 2020 and held it in 8 quarters. The position peaked at $55.1K in Q4 2023. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • Systematic Alpha Investments reported no remaining Principal Financial Group position as of Q1 2024 after selling out during the quarter.
  • Systematic Alpha Investments sold 700 Principal Financial Group shares in Q1 2024, an estimated $55.1K.
  • Systematic Alpha Investments first reported a position in Principal Financial Group in Q4 2020 and held it in 8 quarters.
  • Systematic Alpha Investments's Principal Financial Group position peaked at $55.1K in Q4 2023.
  • 765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on Systematic Alpha Investments's 13F filing for Q1 2024, filed 13 May 2024.