Xact Kapitalforvaltning’s Principal Financial Group PFG Stock Holding History

Xact Kapitalforvaltning’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	$2.56M	Buy	81,576 +2,592	+3%	+$123K	0.05%	297
2019 Q4	$4.34M	Buy	78,984 +2,013	+3%	+$110K	0.07%	244
2019 Q3	$4.4M	Buy	76,971 +4,362	+6%	+$246K	0.08%	220
2019 Q2	$4.21M	Buy	72,609 +3,296	+5%	+$182K	0.09%	211
2019 Q1	$3.48M	Sell	69,313 -2,509	-3%	-$124K	0.08%	233
2018 Q4	$3.17M	Hold	71,822	–	–	0.08%	229
2018 Q3	$4.21M	Sell	71,822 -7,011	-9%	-$391K	0.09%	219
2018 Q2	$4.17M	Sell	78,833 -2,300	-3%	-$134K	0.09%	228
2018 Q1	$4.94M	Buy	81,133 +1,434	+2%	+$94.4K	0.11%	183
2017 Q4	$5.62M	Buy	79,699 +3,554	+5%	+$245K	0.13%	163
2017 Q3	$4.9M	Buy	76,145 +457	+0.6%	+$29.4K	0.14%	166
2017 Q2	$4.85M	Buy	75,688 +10,549	+16%	+$669K	0.15%	159
2017 Q1	$4.11M	Hold	65,139	–	–	0.13%	192
2016 Q4	$3.77M	Buy	65,139 +3,588	+6%	+$201K	0.13%	180
2016 Q3	$3.17M	Buy	+61,551	New	+$2.88M	0.11%	210

Other funds holding PFG

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

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Xact Kapitalforvaltning's PFG Position: Q1 2020 in Review

Xact Kapitalforvaltning increased its Principal Financial Group (PFG) stake by 3.3% in Q1 2020, buying an estimated $123K and bringing the position to 81,576 shares worth $2.56M. The position accounts for 0.05% of the portfolio, ranked #297.

Xact Kapitalforvaltning first reported a position in PFG in Q3 2016 and has held it in 15 quarters since. The position peaked at $5.62M in Q4 2017. 565 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

Xact Kapitalforvaltning held 81,576 shares of Principal Financial Group worth $2.56M as of Q1 2020.
Xact Kapitalforvaltning bought 2,592 Principal Financial Group shares in Q1 2020, an estimated $123K.
Principal Financial Group made up 0.05% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #297 holding.
Xact Kapitalforvaltning first reported a position in Principal Financial Group in Q3 2016 and has held it in 15 quarters since.
Xact Kapitalforvaltning's Principal Financial Group position peaked at $5.62M in Q4 2017.
565 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.