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Banque Cantonale Vaudoise’s Principal Financial Group PFG Stock Holding History

Banque Cantonale Vaudoise’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 		$118 Buy
+1,096
New +$111K ﹤0.01% 692
2023
Q4 		– Sell
-9,355
Closed -$674K – 1158
2023
Q3 		$674K Sell
9,355
-5,300
-36% -$411K 0.03% 405
2023
Q2 		$1.11M Buy
14,655
+7,000
+91% +$505K 0.05% 316
2023
Q1 		$568K Sell
7,655
-4,300
-36% -$365K 0.03% 423
2022
Q4 		$1M Buy
11,955
+2,600
+28% +$223K 0.05% 294
2022
Q3 		$675K Hold
9,355
– – 0.04% 424
2022
Q2 		$624K Buy
9,355
+2,000
+27% +$141K 0.03% 443
2022
Q1 		$540K Hold
7,355
– – 0.02% 535
2021
Q4 		$532K Sell
7,355
-27,400
-79% -$1.91M 0.02% 568
2021
Q3 		$2.24M Buy
34,755
+1,200
+4% +$77K 0.1% 205
2021
Q2 		$2.12M Buy
33,555
+28,300
+539% +$1.81M 0.09% 217
2021
Q1 		$315K Sell
5,255
-1,600
-23% -$89.2K 0.02% 657
2020
Q4 		$339K Hold
6,855
– – 0.02% 599
2020
Q3 		$275K Sell
6,855
-600
-8% -$25.6K 0.02% 602
2020
Q2 		$309K Buy
7,455
+2,600
+54% +$94.9K 0.02% 534
2020
Q1 		$152K Hold
4,855
– – 0.01% 683
2019
Q4 		$267K Buy
+4,855
New +$266K 0.02% 646

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

Banque Cantonale Vaudoise's PFG Position: Q2 2026 in Review

Banque Cantonale Vaudoise opened a new position in Principal Financial Group (PFG) in Q2 2026: 1,096 shares worth $118. The stake represents ﹤0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: Banque Cantonale Vaudoise previously reported a position in PFG as recently as Q3 2023.

Banque Cantonale Vaudoise first reported a position in PFG in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.24M in Q3 2021. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Banque Cantonale Vaudoise held 1,096 shares of Principal Financial Group worth $118 as of Q2 2026.
  • Principal Financial Group was a new Banque Cantonale Vaudoise position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Banque Cantonale Vaudoise's portfolio in Q2 2026, its #692 holding.
  • Banque Cantonale Vaudoise first reported a position in Principal Financial Group in Q4 2019 and has held it in 17 quarters since.
  • Banque Cantonale Vaudoise's Principal Financial Group position peaked at $2.24M in Q3 2021.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q2 2026, filed 31 Jul 2026.