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

AlphaGrep UK’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
Q3 		$309K Buy
+2,756
New +$312K 0.09% 475
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 $6.79T AUM 37.06% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AlphaGrep UK's PFG Position: Q3 2026 in Review

AlphaGrep UK opened a new position in Principal Financial Group (PFG) in Q3 2026: 2,756 shares worth $309K. The stake represents 0.09% of the portfolio and ranks #475 among its holdings. This is a return to the name: AlphaGrep UK previously reported a position in PFG as recently as Q4 2025.

AlphaGrep UK first reported a position in PFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $310K in Q4 2025. 845 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • AlphaGrep UK held 2,756 shares of Principal Financial Group worth $309K as of Q3 2026.
  • Principal Financial Group was a new AlphaGrep UK position in Q3 2026.
  • Principal Financial Group made up 0.09% of AlphaGrep UK's portfolio in Q3 2026, its #475 holding.
  • AlphaGrep UK first reported a position in Principal Financial Group in Q4 2025 and has held it in 2 quarters since.
  • AlphaGrep UK's Principal Financial Group position peaked at $310K in Q4 2025.
  • 845 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.