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Verus Capital Partners’s Principal Financial Group PFG Stock Holding History

Verus Capital Partners’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
Q1 		$1K Hold
44
– – ﹤0.01% 1421
2019
Q4 		$2K Buy
+44
New +$2.41K ﹤0.01% 1432

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

Verus Capital Partners's PFG Position: Q1 2020 in Review

Verus Capital Partners held its Principal Financial Group (PFG) position steady in Q1 2020 at 44 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Verus Capital Partners first reported a position in PFG in Q4 2019 and has held it in 2 quarters since. The position peaked at $2K in Q4 2019. 564 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

  • Verus Capital Partners held 44 shares of Principal Financial Group worth $1K as of Q1 2020.
  • Verus Capital Partners left its Principal Financial Group share count unchanged in Q1 2020.
  • Principal Financial Group made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1421 holding.
  • Verus Capital Partners first reported a position in Principal Financial Group in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Principal Financial Group position peaked at $2K in Q4 2019.
  • 564 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.