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Van Lanschot Kempen Investment Management’s Principal Financial Group PFG Stock Holding History

Van Lanschot Kempen 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
2022
Q4 		– Sell
-164,415
Closed -$11.9M – 212
2022
Q3 		$11.9M Sell
164,415
-52,163
-24% -$3.75M 0.48% 73
2022
Q2 		$14.5M Sell
216,578
-133,493
-38% -$9.39M 0.52% 71
2022
Q1 		$25.7M Buy
350,071
+13,664
+4% +$989K 0.78% 48
2021
Q4 		$24.3M Buy
336,407
+6,009
+2% +$419K 0.75% 53
2021
Q3 		$21.3M Sell
330,398
-25,175
-7% -$1.62M 0.76% 53
2021
Q2 		$22.5M Buy
355,573
+3,924
+1% +$251K 0.8% 49
2021
Q1 		$21.1M Sell
351,649
-13,572
-4% -$756K 0.97% 46
2020
Q4 		$18.1M Sell
365,221
-47,413
-11% -$2.17M 1.05% 41
2020
Q3 		$16.6M Sell
412,634
-16,326
-4% -$696K 1.26% 32
2020
Q2 		$17.8M Buy
+428,960
New +$15.6M 1.3% 26
2017
Q3 		– Sell
-41,748
Closed -$2.67M – 162
2017
Q2 		$2.67M Sell
41,748
-198,202
-83% -$12.6M 0.25% 90
2017
Q1 		$15.1M Buy
239,950
+22,448
+10% +$1.37M 1.75% 21
2016
Q4 		$12.6M Sell
217,502
-213,000
-49% -$11.9M 1.57% 24
2016
Q3 		$22.2M Buy
430,502
+139,850
+48% +$6.54M 2.87% 6
2016
Q2 		$11.9M Buy
+290,652
New +$12.3M 1.41% 26

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Van Lanschot Kempen Investment Management's PFG Position: Q4 2022 in Review

Van Lanschot Kempen Investment Management sold out of Principal Financial Group (PFG) in Q4 2022, closing a stake of 164,415 shares — an estimated $11.9M sold.

Van Lanschot Kempen Investment Management first reported a position in PFG in Q2 2016 and held it in 15 quarters. The position peaked at $25.7M in Q1 2022. 782 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

  • Van Lanschot Kempen Investment Management reported no remaining Principal Financial Group position as of Q4 2022 after selling out during the quarter.
  • Van Lanschot Kempen Investment Management sold 164,415 Principal Financial Group shares in Q4 2022, an estimated $11.9M.
  • Van Lanschot Kempen Investment Management first reported a position in Principal Financial Group in Q2 2016 and held it in 15 quarters.
  • Van Lanschot Kempen Investment Management's Principal Financial Group position peaked at $25.7M in Q1 2022.
  • 782 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.