Apeiron RIA
PFG icon

Apeiron RIA’s Principal Financial Group PFG Stock Holding History

Apeiron RIA’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 		$310K Sell
2,765
-17
-0.6% -$1.92K 0.07% 112
2026
Q2 		$300K Hold
2,782
– – 0.08% 135
2026
Q1 		$251K Buy
+2,782
New +$254K 0.06% 178

Other funds holding PFG

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Apeiron RIA's PFG Position: Q3 2026 in Review

Apeiron RIA reduced its Principal Financial Group (PFG) stake by 0.61% in Q3 2026, selling an estimated $1.92K and leaving 2,765 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #112.

Apeiron RIA first reported a position in PFG in Q1 2026 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Apeiron RIA held 2,765 shares of Principal Financial Group worth $310K as of Q3 2026.
  • Apeiron RIA sold 17 Principal Financial Group shares in Q3 2026, an estimated $1.92K.
  • Principal Financial Group made up 0.07% of Apeiron RIA's portfolio in Q3 2026, its #112 holding.
  • Apeiron RIA first reported a position in Principal Financial Group in Q1 2026 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.