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Winton Capital Management’s Principal Financial Group PFG Stock Holding History

Winton Capital 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
2014
Q1 		$50.3M Buy
1,093,246
+520,021
+91% +$23.8M 0.35% 102
2013
Q4 		$28.3M Buy
573,225
+281,205
+96% +$13.4M 0.25% 154
2013
Q3 		$12.5M Buy
292,020
+123,375
+73% +$5.14M 0.15% 239
2013
Q2 		$6.32M Buy
+168,645
New +$6.17M 0.08% 308

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winton Capital Management's PFG Position: Q1 2014 in Review

Winton Capital Management increased its Principal Financial Group (PFG) stake by 91% in Q1 2014, buying an estimated $23.8M and bringing the position to 1,093,246 shares worth $50.3M. The position accounts for 0.35% of the portfolio, ranked #102.

Winton Capital Management first reported a position in PFG in Q2 2013 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold PFG as of Q1 2014.

  • Winton Capital Management held 1,093,246 shares of Principal Financial Group worth $50.3M as of Q1 2014.
  • Winton Capital Management bought 520,021 Principal Financial Group shares in Q1 2014, an estimated $23.8M.
  • Principal Financial Group made up 0.35% of Winton Capital Management's portfolio in Q1 2014, its #102 holding.
  • Winton Capital Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 4 quarters since.
  • 390 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.