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Tiverton Asset Management’s Principal Financial Group PFG Stock Holding History

Tiverton Asset 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
Q3 		$407K Buy
7,116
+955
+16% +$53.8K 0.01% 441
2019
Q2 		$357K Buy
+6,161
New +$340K 0.01% 463
2018
Q2 		– Sell
-1,151
Closed -$70K – 483
2018
Q1 		$70K Sell
1,151
-2,256
-66% -$148K ﹤0.01% 427
2017
Q4 		$241K Buy
+3,407
New +$235K 0.02% 338

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Tiverton Asset Management's PFG Position: Q3 2019 in Review

Tiverton Asset Management increased its Principal Financial Group (PFG) stake by 16% in Q3 2019, buying an estimated $53.8K and bringing the position to 7,116 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #441.

Tiverton Asset Management first reported a position in PFG in Q4 2017 and has held it in 4 quarters since. 614 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

  • Tiverton Asset Management held 7,116 shares of Principal Financial Group worth $407K as of Q3 2019.
  • Tiverton Asset Management bought 955 Principal Financial Group shares in Q3 2019, an estimated $53.8K.
  • Principal Financial Group made up 0.01% of Tiverton Asset Management's portfolio in Q3 2019, its #441 holding.
  • Tiverton Asset Management first reported a position in Principal Financial Group in Q4 2017 and has held it in 4 quarters since.
  • 614 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.