SSC
PFG icon

Syverson Strege & Co’s Principal Financial Group PFG Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-1,875
Closed -$139K – 459
2023
Q1 		$139K Buy
1,875
+38
+2% +$3.22K 0.06% 73
2022
Q4 		$154K Sell
1,837
-573
-24% -$49.2K 0.07% 75
2022
Q3 		$174K Buy
2,410
+6
+0.2% +$431 0.09% 70
2022
Q2 		$161K Sell
2,404
-297
-11% -$20.9K 0.06% 77
2022
Q1 		$198K Buy
2,701
+3
+0.1% +$217 0.22% 64
2021
Q4 		$195K Sell
2,698
-805
-23% -$56.2K 0.14% 63
2021
Q3 		$226K Buy
3,503
+1,061
+43% +$68.1K 0.18% 55
2021
Q2 		$154K Sell
2,442
-646
-21% -$41.3K 0.14% 71
2021
Q1 		$185K Buy
3,088
+8
+0.3% +$446 0.19% 58
2020
Q4 		$153K Buy
+3,080
New +$141K 0.15% 63

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return