Andra AP-fonden’s Principal Financial Group PFG Stock Holding History

Andra AP-fonden’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	$81.1K	Buy	+900	New	+$82.3K	﹤0.01%	390
2025 Q3	–	Sell	-21,200	Closed	-$1.68M	–	476
2025 Q2	$1.68M	Buy	21,200 +4,700	+28%	+$361K	0.02%	363
2025 Q1	$1.39M	Buy	+16,500	New	+$1.37M	0.02%	383
2024 Q4	–	Sell	-53,400	Closed	-$4.59M	–	445
2024 Q3	$4.59M	Buy	53,400 +52,300	+4,755%	+$4.22M	0.07%	314
2024 Q2	$86.3K	Sell	1,100 -19,600	-95%	-$1.59M	﹤0.01%	402
2024 Q1	$1.79M	Sell	20,700 -55,300	-73%	-$4.44M	0.03%	341
2023 Q4	$5.98M	Buy	76,000 +7,500	+11%	+$543K	0.32%	152
2023 Q3	$4.94M	Hold	68,500	–	–	0.29%	170
2023 Q2	$5.2M	Buy	68,500 +10,700	+19%	+$771K	0.13%	371
2023 Q1	$4.3M	Buy	57,800 +18,500	+47%	+$1.57M	0.11%	404
2022 Q4	$3.3M	Buy	39,300 +10,000	+34%	+$858K	0.1%	420
2022 Q3	$2.11M	Sell	29,300 -32,700	-53%	-$2.35M	0.07%	474
2022 Q2	$4.14M	Buy	+62,000	New	+$4.36M	0.12%	387
2021 Q4	$7.82M	Sell	108,100 -2,100	-2%	-$147K	0.16%	304
2021 Q3	$7.1M	Sell	110,200 -22,600	-17%	-$1.45M	0.15%	339
2021 Q2	$8.39M	Sell	132,800 -14,700	-10%	-$940K	0.17%	279
2021 Q1	$8.84M	Sell	147,500 -2,100	-1%	-$117K	0.2%	223
2020 Q4	$7.42M	Sell	149,600 -2,400	-2%	-$110K	0.16%	315
2020 Q3	$6.12M	Buy	152,000 +17,300	+13%	+$737K	0.17%	284
2020 Q2	$5.59M	Buy	134,700 +3,100	+2%	+$113K	0.16%	285
2020 Q1	$4.12M	Sell	131,600 -6,100	-4%	-$289K	0.15%	326
2019 Q4	$7.57M	Buy	137,700 +16,200	+13%	+$887K	0.22%	96
2019 Q3	$6.94M	Buy	121,500 +2,200	+2%	+$124K	0.21%	130
2019 Q2	$6.91M	Sell	119,300 -1,700	-1%	-$93.7K	0.2%	143
2019 Q1	$6.07M	Buy	+121,000	New	+$6M	0.18%	240
2018 Q3	$8.23M	Sell	140,400 -11,500	-8%	-$641K	0.21%	147
2018 Q2	$8.04M	Buy	151,900 +19,700	+15%	+$1.14M	0.22%	135
2018 Q1	$8.05M	Buy	132,200 +57,900	+78%	+$3.81M	0.21%	128
2017 Q4	$5.24M	Sell	74,300 -9,200	-11%	-$634K	0.12%	238
2017 Q3	$5.37M	Buy	83,500 +6,500	+8%	+$418K	0.13%	227
2017 Q2	$4.93M	Sell	77,000 -7,200	-9%	-$457K	0.12%	245
2017 Q1	$5.31K	Sell	84,200 -12,700	-13%	-$775K	0.12%	215
2016 Q4	$5.61M	Buy	96,900 +18,900	+24%	+$1.06M	0.15%	189
2016 Q3	$4.02M	Buy	78,000 +4,500	+6%	+$210K	0.11%	297
2016 Q2	$3.02M	Sell	73,500 -700	-0.9%	-$29.5K	0.08%	398
2016 Q1	$2.93M	Sell	74,200 -800	-1%	-$30.8K	0.08%	400
2015 Q4	$3.37M	Buy	75,000 +4,000	+6%	+$195K	0.1%	321
2015 Q3	$3.36M	Buy	71,000 +8,000	+13%	+$415K	0.1%	314
2015 Q2	$3.23M	Buy	63,000 +15,400	+32%	+$799K	0.09%	334
2015 Q1	$2.44M	Sell	47,600 -3,200	-6%	-$161K	0.07%	416
2014 Q4	$2.64M	Buy	50,800 +21,000	+70%	+$1.09M	0.06%	421
2014 Q3	$1.56M	Sell	29,800 -48,000	-62%	-$2.51M	0.04%	469
2014 Q2	$3.93M	Sell	77,800 -52,600	-40%	-$2.48M	0.09%	349
2014 Q1	$6M	Buy	130,400 +51,700	+66%	+$2.37M	0.14%	254
2013 Q4	$3.88M	Sell	78,700 -8,000	-9%	-$380K	0.09%	337
2013 Q3	$3.71M	Buy	86,700 +25,800	+42%	+$1.08M	0.09%	333
2013 Q2	$2.28M	Buy	+60,900	New	+$2.23M	0.06%	403

Other funds holding PFG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Andra AP-fonden's PFG Position: Q1 2026 in Review

Andra AP-fonden opened a new position in Principal Financial Group (PFG) in Q1 2026: 900 shares worth $81.1K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Andra AP-fonden previously reported a position in PFG as recently as Q2 2025.

Andra AP-fonden first reported a position in PFG in Q2 2013 and has held it in 47 quarters since. The position peaked at $8.84M in Q1 2021. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Andra AP-fonden held 900 shares of Principal Financial Group worth $81.1K as of Q1 2026.
Principal Financial Group was a new Andra AP-fonden position in Q1 2026.
Principal Financial Group made up ﹤0.01% of Andra AP-fonden's portfolio in Q1 2026, its #390 holding.
Andra AP-fonden first reported a position in Principal Financial Group in Q2 2013 and has held it in 47 quarters since.
Andra AP-fonden's Principal Financial Group position peaked at $8.84M in Q1 2021.
910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Andra AP-fonden's 13F filing for Q1 2026, filed 8 May 2026.