SAI
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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 $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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return