WG
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Winton Group’s Principal Financial Group PFG Stock Holding History

Winton Group’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
Q3 		– Sell
-4,069
Closed -$272K – 1054
2022
Q2 		$272K Sell
4,069
-6,961
-63% -$490K 0.01% 824
2022
Q1 		$810K Buy
11,030
+2,899
+36% +$210K 0.04% 536
2021
Q4 		$588K Buy
+8,131
New +$567K 0.04% 632
2020
Q1 		– Sell
-73,484
Closed -$4.04M – 1504
2019
Q4 		$4.04M Sell
73,484
-34,881
-32% -$1.91M 0.06% 549
2019
Q3 		$6.19M Buy
+108,365
New +$6.1M 0.07% 307
2018
Q4 		– Sell
-3,758
Closed -$220K – 991
2018
Q3 		$220K Sell
3,758
-2,401
-39% -$134K ﹤0.01% 940
2018
Q2 		$326K Sell
6,159
-2,218
-26% -$129K 0.01% 794
2018
Q1 		$510K Buy
8,377
+1,141
+16% +$75.1K 0.01% 771
2017
Q4 		$511K Sell
7,236
-5,498
-43% -$379K 0.01% 492
2017
Q3 		$819K Buy
12,734
+919
+8% +$59.1K 0.03% 447
2017
Q2 		$757K Sell
11,815
-146,111
-93% -$9.27M 0.02% 432
2017
Q1 		$9.97M Sell
157,926
-35,752
-18% -$2.18M 0.27% 118
2016
Q4 		$11.2M Buy
193,678
+47,903
+33% +$2.68M 0.37% 89
2016
Q3 		$7.51M Sell
145,775
-797,568
-85% -$37.3M 0.13% 210
2016
Q2 		$38.8M Sell
943,343
-656,004
-41% -$27.7M 0.64% 43
2016
Q1 		$63.1M Buy
1,599,347
+835,246
+109% +$32.1M 0.68% 34
2015
Q4 		$34.4M Buy
764,101
+322,619
+73% +$15.7M 0.31% 136
2015
Q3 		$20.9M Sell
441,482
-494,936
-53% -$25.6M 0.17% 226
2015
Q2 		$48M Sell
936,418
-512,965
-35% -$26.6M 0.44% 73
2015
Q1 		$74.5M Buy
1,449,383
+1,336,836
+1,188% +$67.2M 0.59% 36
2014
Q4 		$5.85M Sell
112,547
-596,620
-84% -$30.9M 0.07% 316
2014
Q3 		$37.2M Sell
709,167
-94,011
-12% -$4.92M 0.27% 150
2014
Q2 		$40.5M Buy
+803,178
New +$37.8M 0.28% 149

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winton Group's PFG Position: Q3 2022 in Review

Winton Group sold out of Principal Financial Group (PFG) in Q3 2022, closing a stake of 4,069 shares — an estimated $272K sold.

Winton Group first reported a position in PFG in Q2 2014 and held it in 23 quarters. The position peaked at $74.5M in Q1 2015. 705 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

  • Winton Group reported no remaining Principal Financial Group position as of Q3 2022 after selling out during the quarter.
  • Winton Group sold 4,069 Principal Financial Group shares in Q3 2022, an estimated $272K.
  • Winton Group first reported a position in Principal Financial Group in Q2 2014 and held it in 23 quarters.
  • Winton Group's Principal Financial Group position peaked at $74.5M in Q1 2015.
  • 705 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on Winton Group's 13F filing for Q3 2022, filed 10 Nov 2022.