ZP
PFG icon

Zimmer Partners’s Principal Financial Group PFG Stock Holding History

Zimmer Partners’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
2021
Q3 		– Sell
-175,000
Closed -$11.1M – 178
2021
Q2 		$11.1M Sell
175,000
-125,000
-42% -$7.99M 0.15% 90
2021
Q1 		$18M Sell
300,000
-200,000
-40% -$11.1M 0.24% 82
2020
Q4 		$24.8M Sell
500,000
-212,500
-30% -$9.73M 0.36% 58
2020
Q3 		$28.7M Buy
+712,500
New +$30.4M 0.44% 52

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Zimmer Partners's PFG Position: Q3 2021 in Review

Zimmer Partners sold out of Principal Financial Group (PFG) in Q3 2021, closing a stake of 175,000 shares — an estimated $11.1M sold.

Zimmer Partners first reported a position in PFG in Q3 2020 and held it in 4 quarters. The position peaked at $28.7M in Q3 2020. 621 funds tracked by Wall St. Rank hold PFG as of Q3 2021.

  • Zimmer Partners reported no remaining Principal Financial Group position as of Q3 2021 after selling out during the quarter.
  • Zimmer Partners sold 175,000 Principal Financial Group shares in Q3 2021, an estimated $11.1M.
  • Zimmer Partners first reported a position in Principal Financial Group in Q3 2020 and held it in 4 quarters.
  • Zimmer Partners's Principal Financial Group position peaked at $28.7M in Q3 2020.
  • 621 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2021.

Based on Zimmer Partners's 13F filing for Q3 2021, filed 15 Nov 2021.