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Voya Financial Advisors’s Principal Financial Group PFG Stock Holding History

Voya Financial Advisors’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
Q2 		– Sell
-10,202
Closed -$339K – 621
2020
Q1 		$339K Sell
10,202
-1,036
-9% -$49K 0.02% 418
2019
Q4 		$614K Buy
11,238
+2,154
+24% +$118K 0.03% 361
2019
Q3 		$521K Sell
9,084
-434
-5% -$24.4K 0.03% 381
2019
Q2 		$541K Sell
9,518
-1,152
-11% -$63.5K 0.03% 372
2019
Q1 		$534K Sell
10,670
-1,082
-9% -$53.6K 0.03% 357
2018
Q4 		$512K Buy
11,752
+495
+4% +$24.4K 0.03% 315
2018
Q3 		$660K Sell
11,257
-393
-3% -$21.9K 0.04% 295
2018
Q2 		$617K Buy
11,650
+398
+4% +$23.1K 0.04% 286
2018
Q1 		$668K Sell
11,252
-681
-6% -$44.8K 0.04% 271
2017
Q4 		$852K Sell
11,933
-24
-0.2% -$1.65K 0.05% 248
2017
Q3 		$765K Sell
11,957
-840
-7% -$54K 0.05% 253
2017
Q2 		$826K Buy
12,797
+1,034
+9% +$65.6K 0.06% 229
2017
Q1 		$735K Sell
11,763
-103
-0.9% -$6.28K 0.06% 233
2016
Q4 		$686K Buy
11,866
+150
+1% +$8.4K 0.06% 225
2016
Q3 		$592K Buy
11,716
+1,484
+15% +$69.4K 0.06% 220
2016
Q2 		$412K Buy
10,232
+1,685
+20% +$71.1K 0.05% 248
2016
Q1 		$340K Buy
+8,547
New +$329K 0.05% 252

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Voya Financial Advisors's PFG Position: Q2 2020 in Review

Voya Financial Advisors sold out of Principal Financial Group (PFG) in Q2 2020, closing a stake of 10,202 shares — an estimated $339K sold.

Voya Financial Advisors first reported a position in PFG in Q1 2016 and held it in 17 quarters. The position peaked at $852K in Q4 2017. 570 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

  • Voya Financial Advisors reported no remaining Principal Financial Group position as of Q2 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 10,202 Principal Financial Group shares in Q2 2020, an estimated $339K.
  • Voya Financial Advisors first reported a position in Principal Financial Group in Q1 2016 and held it in 17 quarters.
  • Voya Financial Advisors's Principal Financial Group position peaked at $852K in Q4 2017.
  • 570 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on Voya Financial Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.