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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
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 $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avanza Fonder's PFG Position: Q2 2026 in Review

Avanza Fonder increased its Principal Financial Group (PFG) stake by 51% in Q2 2026, buying an estimated $738K and bringing the position to 21,630 shares worth $2.33M. The position accounts for 0.05% of the portfolio, ranked #263.

Avanza Fonder first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Avanza Fonder held 21,630 shares of Principal Financial Group worth $2.33M as of Q2 2026.
  • Avanza Fonder bought 7,272 Principal Financial Group shares in Q2 2026, an estimated $738K.
  • Principal Financial Group made up 0.05% of Avanza Fonder's portfolio in Q2 2026, its #263 holding.
  • Avanza Fonder first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.