ZIG
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Zurich Insurance Group’s Principal Financial Group PFG Stock Holding History

Zurich Insurance 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
Q2 		– Sell
-15,700
Closed -$1.15M – 243
2022
Q1 		$1.15M Hold
15,700
– – 0.01% 178
2021
Q4 		$1.14M Hold
15,700
– – 0.01% 176
2021
Q3 		$1.01M Hold
15,700
– – 0.01% 194
2021
Q2 		$992K Buy
+15,700
New +$1M 0.01% 200
2019
Q4 		– Sell
-25,100
Closed -$1.43M – 422
2019
Q3 		$1.43M Buy
25,100
+9,700
+63% +$546K 0.03% 418
2019
Q2 		$892K Hold
15,400
– – 0.02% 382
2019
Q1 		$773K Hold
15,400
– – 0.02% 365
2018
Q4 		$680K Hold
15,400
– – 0.02% 348
2018
Q3 		$902K Hold
15,400
– – 0.02% 388
2018
Q2 		$815K Hold
15,400
– – 0.02% 420
2018
Q1 		$938K Sell
15,400
-51,506
-77% -$3.39M 0.02% 450
2017
Q4 		$4.72M Buy
66,906
+815
+1% +$56.1K 0.11% 222
2017
Q3 		$4.25M Sell
66,091
-1,899
-3% -$122K 0.12% 211
2017
Q2 		$4.36M Sell
67,990
-11,062
-14% -$702K 0.12% 201
2017
Q1 		$4.99M Buy
79,052
+9,603
+14% +$586K 0.14% 174
2016
Q4 		$4.02M Buy
69,449
+2,578
+4% +$144K 0.13% 210
2016
Q3 		$3.44M Buy
66,871
+37,371
+127% +$1.75M 0.12% 215
2016
Q2 		$1.21M Hold
29,500
– – 0.04% 309
2016
Q1 		$1.16M Hold
29,500
– – 0.04% 317
2015
Q4 		$1.33M Hold
29,500
– – 0.05% 262
2015
Q3 		$1.4M Buy
+29,500
New +$1.53M 0.05% 186

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 $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Zurich Insurance Group's PFG Position: Q2 2022 in Review

Zurich Insurance Group sold out of Principal Financial Group (PFG) in Q2 2022, closing a stake of 15,700 shares — an estimated $1.15M sold.

Zurich Insurance Group first reported a position in PFG in Q3 2015 and held it in 21 quarters. The position peaked at $4.99M in Q1 2017. 689 funds tracked by Wall St. Rank hold PFG as of Q2 2022.

  • Zurich Insurance Group reported no remaining Principal Financial Group position as of Q2 2022 after selling out during the quarter.
  • Zurich Insurance Group sold 15,700 Principal Financial Group shares in Q2 2022, an estimated $1.15M.
  • Zurich Insurance Group first reported a position in Principal Financial Group in Q3 2015 and held it in 21 quarters.
  • Zurich Insurance Group's Principal Financial Group position peaked at $4.99M in Q1 2017.
  • 689 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2022.

Based on Zurich Insurance Group's 13F filing for Q2 2022, filed 15 Aug 2022.