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Unique Wealth Strategies’s Principal Financial Group PFG Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-51
Closed -$4.4K – 541
2024
Q2 		$4.4K Buy
+51
New +$4.14K ﹤0.01% 398

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Unique Wealth Strategies's PFG Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Principal Financial Group (PFG) in Q3 2024, closing a stake of 51 shares — an estimated $4.4K sold.

Unique Wealth Strategies first reported a position in PFG in Q2 2024 and held it in 1 quarter. The position peaked at $4.4K in Q2 2024. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Principal Financial Group position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 51 Principal Financial Group shares in Q3 2024, an estimated $4.4K.
  • Unique Wealth Strategies first reported a position in Principal Financial Group in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Principal Financial Group position peaked at $4.4K in Q2 2024.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.