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TIAA CREF Investment Management’s Principal Financial Group PFG Stock Holding History

TIAA CREF Investment Management’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
2019
Q1 		$43.3M Buy
863,199
+409,276
+90% +$20.3M 0.03% 440
2018
Q4 		$20.1M Sell
453,923
-25,086
-5% -$1.23M 0.02% 644
2018
Q3 		$28.1M Sell
479,009
-127,769
-21% -$7.12M 0.02% 617
2018
Q2 		$32.1M Buy
606,778
+44,427
+8% +$2.58M 0.02% 571
2018
Q1 		$34.3M Sell
562,351
-65,647
-10% -$4.32M 0.02% 556
2017
Q4 		$44.3M Sell
627,998
-35,679
-5% -$2.46M 0.03% 480
2017
Q3 		$42.7M Buy
663,677
+9,029
+1% +$581K 0.03% 490
2017
Q2 		$41.9M Sell
654,648
-69,898
-10% -$4.43M 0.03% 490
2017
Q1 		$45.7M Sell
724,546
-184,282
-20% -$11.2M 0.03% 474
2016
Q4 		$52.6M Sell
908,828
-594,320
-40% -$33.3M 0.04% 417
2016
Q3 		$77.4K Buy
1,503,148
+286,626
+24% +$13.4M 0.05% 346
2016
Q2 		$50M Sell
1,216,522
-256,806
-17% -$10.8M 0.04% 418
2016
Q1 		$58.1M Sell
1,473,328
-217,471
-13% -$8.37M 0.04% 392
2015
Q4 		$76.1M Buy
1,690,799
+339,330
+25% +$16.6M 0.06% 335
2015
Q3 		$64M Buy
1,351,469
+59,461
+5% +$3.08M 0.05% 371
2015
Q2 		$66.3M Buy
1,292,008
+66,522
+5% +$3.45M 0.05% 398
2015
Q1 		$63M Buy
1,225,486
+43,712
+4% +$2.2M 0.04% 428
2014
Q4 		$61.4M Sell
1,181,774
-294,328
-20% -$15.3M 0.04% 432
2014
Q3 		$77.5M Sell
1,476,102
-49,589
-3% -$2.59M 0.06% 348
2014
Q2 		$77M Buy
1,525,691
+16,020
+1% +$754K 0.05% 366
2014
Q1 		$69.4M Sell
1,509,671
-383,720
-20% -$17.6M 0.05% 395
2013
Q4 		$93.4M Sell
1,893,391
-96,900
-5% -$4.6M 0.07% 307
2013
Q3 		$85.2M Sell
1,990,291
-60,322
-3% -$2.52M 0.07% 313
2013
Q2 		$76.8M Buy
+2,050,613
New +$75M 0.06% 325

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TIAA CREF Investment Management's PFG Position: Q1 2019 in Review

TIAA CREF Investment Management increased its Principal Financial Group (PFG) stake by 90% in Q1 2019, buying an estimated $20.3M and bringing the position to 863,199 shares worth $43.3M. The position accounts for 0.03% of the portfolio, ranked #440.

TIAA CREF Investment Management first reported a position in PFG in Q2 2013 and has held it in 24 quarters since. The position peaked at $93.4M in Q4 2013. 591 funds tracked by Wall St. Rank hold PFG as of Q1 2019.

  • TIAA CREF Investment Management held 863,199 shares of Principal Financial Group worth $43.3M as of Q1 2019.
  • TIAA CREF Investment Management bought 409,276 Principal Financial Group shares in Q1 2019, an estimated $20.3M.
  • Principal Financial Group made up 0.03% of TIAA CREF Investment Management's portfolio in Q1 2019, its #440 holding.
  • TIAA CREF Investment Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 24 quarters since.
  • TIAA CREF Investment Management's Principal Financial Group position peaked at $93.4M in Q4 2013.
  • 591 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2019.

Based on TIAA CREF Investment Management's 13F filing for Q1 2019, filed 14 May 2019.