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

Wipfli 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
2022 Q3	$163K	Buy	+2,258	New	+$162K	0.01%	516

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wipfli Financial Advisors's PFG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Principal Financial Group (PFG) in Q3 2022: 2,258 shares worth $163K. The stake represents 0.01% of the portfolio and ranks #516 among its holdings.

705 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

Wipfli Financial Advisors held 2,258 shares of Principal Financial Group worth $163K as of Q3 2022.
Principal Financial Group was a new Wipfli Financial Advisors position in Q3 2022.
Principal Financial Group made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #516 holding.
705 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.