Avanza Fonder
PFG icon

Avanza Fonder’s Principal Financial Group PFG Stock Holding History

Avanza Fonder’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 		$2.42M Hold
21,630
– – 0.05% 260
2026
Q2 		$2.33M Buy
21,630
+7,272
+51% +$738K 0.05% 263
2026
Q1 		$1.29M Hold
14,358
– – 0.04% 318
2025
Q4 		$1.27M Hold
14,358
– – 0.03% 333
2025
Q3 		$1.19M Hold
14,358
– – 0.03% 324
2025
Q2 		$1.14M Hold
14,358
– – 0.03% 324
2025
Q1 		$1.24M Sell
14,358
-7,119
-33% -$592K 0.04% 322
2024
Q4 		$1.66M Buy
+21,477
New +$1.81M 0.05% 280

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

Avanza Fonder's PFG Position: Q3 2026 in Review

Avanza Fonder held its Principal Financial Group (PFG) position steady in Q3 2026 at 21,630 shares worth $2.42M. The position accounts for 0.05% of the portfolio, ranked #260.

Avanza Fonder first reported a position in PFG in Q4 2024 and has held it in 8 quarters since. 845 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Avanza Fonder held 21,630 shares of Principal Financial Group worth $2.42M as of Q3 2026.
  • Avanza Fonder left its Principal Financial Group share count unchanged in Q3 2026.
  • Principal Financial Group made up 0.05% of Avanza Fonder's portfolio in Q3 2026, its #260 holding.
  • Avanza Fonder first reported a position in Principal Financial Group in Q4 2024 and has held it in 8 quarters since.
  • 845 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.