APG Asset Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.3M | Buy |
151,218
+39,228
| +35% | +$3.98M | 0.04% | 336 |
|
|
2026
Q1 | $8.76M | Sell |
111,990
-3,531
| -3% | -$323K | 0.03% | 365 |
|
|
2025
Q4 | $8.68M | Sell |
115,521
-10,679
| -8% | -$901K | 0.02% | 373 |
|
|
2025
Q3 | $8.9M | Hold |
126,200
| – | – | 0.03% | 370 |
|
|
2025
Q2 | $8.54M | Buy |
126,200
+3,300
| +3% | +$253K | 0.03% | 385 |
|
|
2025
Q1 | $9.6M | Sell |
122,900
-4,100
| -3% | -$341K | 0.03% | 364 |
|
|
2024
Q4 | $9.49M | Buy |
+127,000
| New | +$10.7M | 0.03% | 377 |
|
|
2024
Q3 | – | Sell |
-24,975
| Closed | -$1.83M | – | 586 |
|
|
2024
Q2 | $1.83M | Buy |
24,975
+15,500
| +164% | +$1.26M | ﹤0.01% | 551 |
|
|
2024
Q1 | $757K | Buy |
9,475
+700
| +8% | +$56.2K | ﹤0.01% | 602 |
|
|
2023
Q4 | $625K | Buy |
8,775
+128
| +1% | +$9.27K | ﹤0.01% | 617 |
|
|
2023
Q3 | $623K | Sell |
8,647
-700
| -7% | -$54.3K | ﹤0.01% | 616 |
|
|
2023
Q2 | $650K | Sell |
9,347
-900
| -9% | -$64.9K | ﹤0.01% | 612 |
|
|
2023
Q1 | $701K | Sell |
10,247
-44,565
| -81% | -$3.78M | ﹤0.01% | 636 |
|
|
2022
Q4 | $4.6M | Sell |
54,812
-1,935
| -3% | -$166K | 0.01% | 535 |
|
|
2022
Q3 | $4.18M | Buy |
56,747
+42,900
| +310% | +$3.08M | 0.01% | 459 |
|
|
2022
Q2 | $885K | Sell |
13,847
-53,000
| -79% | -$3.73M | ﹤0.01% | 667 |
|
|
2022
Q1 | $4.41M | Buy |
66,847
+34,300
| +105% | +$2.48M | 0.01% | 475 |
|
|
2021
Q4 | $2.07M | Sell |
32,547
-6,900
| -17% | -$482K | ﹤0.01% | 582 |
|
|
2021
Q3 | $2.19M | Sell |
39,447
-602,117
| -94% | -$38.7M | ﹤0.01% | 603 |
|
|
2021
Q2 | $34.2M | Sell |
641,564
-7,900
| -1% | -$505K | 0.06% | 332 |
|
|
2021
Q1 | $33.1M | Buy |
649,464
+153,896
| +31% | +$8.58M | 0.06% | 338 |
|
|
2020
Q4 | $20.1M | Sell |
495,568
-27,200
| -5% | -$1.25M | 0.03% | 439 |
|
|
2020
Q3 | $18M | Buy |
522,768
+150,717
| +41% | +$6.42M | 0.03% | 458 |
|
|
2020
Q2 | $13.8M | Buy |
372,051
+19,200
| +5% | +$700K | 0.03% | 490 |
|
|
2020
Q1 | $11.1M | Buy |
352,851
+108,168
| +44% | +$5.12M | 0.02% | 527 |
|
|
2019
Q4 | $12M | Sell |
244,683
-6,001
| -2% | -$328K | 0.02% | 533 |
|
|
2019
Q3 | $13.1M | Buy |
250,684
+164,956
| +192% | +$9.29M | 0.02% | 506 |
|
|
2019
Q2 | $4.36M | Buy |
85,728
+1,000
| +1% | +$55.1K | 0.01% | 653 |
|
|
2019
Q1 | $3.79M | Buy |
84,728
+1,600
| +2% | +$79.3K | 0.01% | 650 |
|
|
2018
Q4 | $3.21M | Sell |
83,128
-11,000
| -12% | -$541K | 0.01% | 631 |
|
|
2018
Q3 | $4.75M | Buy |
94,128
+1,600
| +2% | +$89.2K | 0.01% | 621 |
|
|
2018
Q2 | $4.2M | Buy |
92,528
+3,700
| +4% | +$215K | 0.01% | 624 |
|
|
2018
Q1 | $4.4M | Hold |
88,828
| – | – | 0.01% | 609 |
|
|
2017
Q4 | $5.22M | Buy |
88,828
+1,700
| +2% | +$117K | 0.01% | 618 |
|
|
2017
Q3 | $5.61M | Sell |
87,128
-12,633
| -13% | -$813K | 0.01% | 615 |
|
|
2017
Q2 | $6.39M | Sell |
99,761
-63,000
| -39% | -$4M | 0.01% | 551 |
|
|
2017
Q1 | $10.3M | Sell |
162,761
-25,900
| -14% | -$1.58M | 0.02% | 519 |
|
|
2016
Q4 | $10.3M | Hold |
188,661
| – | – | 0.02% | 539 |
|
|
2016
Q3 | $9.72M | Hold |
188,661
| – | – | 0.02% | 570 |
|
|
2016
Q2 | $7.76M | Buy |
188,661
+40,400
| +27% | +$1.71M | 0.01% | 590 |
|
|
2016
Q1 | $5.85M | Buy |
148,261
+30,428
| +26% | +$1.17M | 0.01% | 603 |
|
|
2015
Q4 | $5.3M | Hold |
117,833
| – | – | 0.01% | 608 |
|
|
2015
Q3 | $5.58M | Sell |
117,833
-13,813
| -10% | -$716K | 0.01% | 604 |
|
|
2015
Q2 | $6.75M | Sell |
131,646
-72,234
| -35% | -$3.75M | 0.01% | 629 |
|
|
2015
Q1 | $10.5M | Sell |
203,880
-112,212
| -35% | -$5.64M | 0.02% | 569 |
|
|
2014
Q4 | $16.4M | Sell |
316,092
-20,907
| -6% | -$1.08M | 0.03% | 490 |
|
|
2014
Q3 | $17.7M | Buy |
336,999
+14,498
| +4% | +$758K | 0.04% | 454 |
|
|
2014
Q2 | $16.3M | Buy |
322,501
+13,269
| +4% | +$625K | 0.03% | 461 |
|
|
2014
Q1 | $14.2M | Hold |
309,232
| – | – | 0.04% | 420 |
|
|
2013
Q4 | $15.2M | Sell |
309,232
-8,023
| -3% | -$381K | 0.04% | 379 |
|
|
2013
Q3 | $13.6M | Sell |
317,255
-52,010
| -14% | -$2.17M | 0.04% | 399 |
|
|
2013
Q2 | $13.8M | Buy |
+369,265
| New | +$13.5M | 0.04% | 401 |
|
Other funds holding PFG
NLI
VCM
VPM
APG Asset Management's PFG Position: Q2 2026 in Review
APG Asset Management increased its Principal Financial Group (PFG) stake by 35% in Q2 2026, buying an estimated $3.98M and bringing the position to 151,218 shares worth $14.3M. The position accounts for 0.04% of the portfolio, ranked #336.
APG Asset Management first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.2M in Q2 2021. 786 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- APG Asset Management held 151,218 shares of Principal Financial Group worth $14.3M as of Q2 2026.
- APG Asset Management bought 39,228 Principal Financial Group shares in Q2 2026, an estimated $3.98M.
- Principal Financial Group made up 0.04% of APG Asset Management's portfolio in Q2 2026, its #336 holding.
- APG Asset Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
- APG Asset Management's Principal Financial Group position peaked at $34.2M in Q2 2021.
- 786 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on APG Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.