Zacks Investment Management’s Principal Financial Group PFG Stock Holding History

Zacks Investment 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
2020 Q4	–	Sell	-59,877	Closed	-$2.41M	–	565
2020 Q3	$2.41M	Buy	59,877 +16,710	+39%	+$712K	0.05%	203
2020 Q2	$1.79M	Buy	43,167 +1,921	+5%	+$70.1K	0.04%	215
2020 Q1	$1.29M	Buy	41,246 +1,277	+3%	+$60.4K	0.03%	257
2019 Q4	$2.2M	Sell	39,969 -1,092	-3%	-$59.8K	0.04%	246
2019 Q3	$2.35M	Buy	+41,061	New	+$2.31M	0.05%	228
2017 Q4	–	Sell	-3,305	Closed	-$213K	–	632
2017 Q3	$213K	Hold	3,305	–	–	0.01%	509
2017 Q2	$212K	Hold	3,305	–	–	0.01%	528
2017 Q1	$209K	Buy	+3,305	New	+$202K	0.01%	578
2016 Q4	–	Sell	-4,526	Closed	-$233K	–	710
2016 Q3	$233K	Buy	+4,526	New	+$212K	0.01%	542

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Zacks Investment Management's PFG Position: Q4 2020 in Review

Zacks Investment Management sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 59,877 shares — an estimated $2.41M sold.

Zacks Investment Management first reported a position in PFG in Q3 2016 and held it in 9 quarters. The position peaked at $2.41M in Q3 2020. 620 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

Zacks Investment Management reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
Zacks Investment Management sold 59,877 Principal Financial Group shares in Q4 2020, an estimated $2.41M.
Zacks Investment Management first reported a position in Principal Financial Group in Q3 2016 and held it in 9 quarters.
Zacks Investment Management's Principal Financial Group position peaked at $2.41M in Q3 2020.
620 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on Zacks Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.