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

Todd 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
2020 Q3	–	Sell	-6,981	Closed	-$290K	–	216
2020 Q2	$290K	Buy	+6,981	New	+$255K	0.01%	193
2017 Q3	–	Sell	-231,911	Closed	-$14.9M	–	221
2017 Q2	$14.9M	Buy	+231,911	New	+$14.7M	0.42%	107
2014 Q2	–	Sell	-200,401	Closed	-$9.22M	–	225
2014 Q1	$9.22M	Buy	+200,401	New	+$9.17M	0.27%	127

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Todd Asset Management's PFG Position: Q3 2020 in Review

Todd Asset Management sold out of Principal Financial Group (PFG) in Q3 2020, closing a stake of 6,981 shares — an estimated $290K sold.

Todd Asset Management first reported a position in PFG in Q1 2014 and held it in 3 quarters. The position peaked at $14.9M in Q2 2017. 568 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

Todd Asset Management reported no remaining Principal Financial Group position as of Q3 2020 after selling out during the quarter.
Todd Asset Management sold 6,981 Principal Financial Group shares in Q3 2020, an estimated $290K.
Todd Asset Management first reported a position in Principal Financial Group in Q1 2014 and held it in 3 quarters.
Todd Asset Management's Principal Financial Group position peaked at $14.9M in Q2 2017.
568 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on Todd Asset Management's 13F filing for Q3 2020, filed 6 Nov 2020.