AUL
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AlphaGrep UK Ltd’s Principal Financial Group PFG Stock Holding History

AlphaGrep UK Ltd’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
2026
Q1 		– Sell
-3,516
Closed -$310K – 900
2025
Q4 		$310K Buy
+3,516
New +$297K 0.1% 412

Other funds holding PFG

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AlphaGrep UK Ltd's PFG Position: Q1 2026 in Review

AlphaGrep UK Ltd sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 3,516 shares — an estimated $310K sold.

AlphaGrep UK Ltd first reported a position in PFG in Q4 2025 and held it in 1 quarter. The position peaked at $310K in Q4 2025. 912 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • AlphaGrep UK Ltd reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • AlphaGrep UK Ltd sold 3,516 Principal Financial Group shares in Q1 2026, an estimated $310K.
  • AlphaGrep UK Ltd first reported a position in Principal Financial Group in Q4 2025 and held it in 1 quarter.
  • AlphaGrep UK Ltd's Principal Financial Group position peaked at $310K in Q4 2025.
  • 912 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on AlphaGrep UK Ltd's 13F filing for Q1 2026, filed 13 Aug 2026.