ASR Vermogensbeheer’s Principal Financial Group PFG Stock Holding History

ASR Vermogensbeheer’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	$14.2M	Sell	126,449 -50,169	-28%	-$5.68M	0.14%	136
2026 Q2	$19M	Buy	176,618 +157,919	+845%	+$16M	0.2%	112
2026 Q1	$1.68M	Buy	18,699 +462	+3%	+$42.2K	0.02%	377
2025 Q4	$1.61M	Sell	18,237 -80	-0.4%	-$6.75K	0.02%	385
2025 Q3	$1.52M	Buy	18,317 +108	+0.6%	+$8.63K	0.02%	389
2025 Q2	$1.45M	Sell	18,209 -36	-0.2%	-$2.76K	0.02%	397
2025 Q1	$1.54M	Buy	+18,245	New	+$1.52M	0.02%	369

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

ASR Vermogensbeheer's PFG Position: Q3 2026 in Review

ASR Vermogensbeheer reduced its Principal Financial Group (PFG) stake by 28% in Q3 2026, selling an estimated $5.68M and leaving 126,449 shares worth $14.2M. The position accounts for 0.14% of the portfolio, ranked #136.

ASR Vermogensbeheer first reported a position in PFG in Q1 2025 and has held it in 7 quarters since. The position peaked at $19M in Q2 2026. 523 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

ASR Vermogensbeheer held 126,449 shares of Principal Financial Group worth $14.2M as of Q3 2026.
ASR Vermogensbeheer sold 50,169 Principal Financial Group shares in Q3 2026, an estimated $5.68M.
Principal Financial Group made up 0.14% of ASR Vermogensbeheer's portfolio in Q3 2026, its #136 holding.
ASR Vermogensbeheer first reported a position in Principal Financial Group in Q1 2025 and has held it in 7 quarters since.
ASR Vermogensbeheer's Principal Financial Group position peaked at $19M in Q2 2026.
523 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on ASR Vermogensbeheer's 13F filing for Q3 2026, filed 16 Oct 2026.