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BI Asset Management Fondsmaeglerselskab’s Principal Financial Group PFG Stock Holding History

BI Asset Management Fondsmaeglerselskab’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
Q1 		$995K Sell
11,047
-1,946
-15% -$178K 0.01% 490
2025
Q4 		$1.15M Buy
12,993
+1,666
+15% +$141K 0.01% 495
2025
Q3 		$939K Buy
11,327
+2,003
+21% +$160K 0.01% 522
2025
Q2 		$741K Buy
9,324
+2,025
+28% +$155K 0.01% 547
2025
Q1 		$616K Sell
7,299
-4,156
-36% -$346K 0.01% 541
2024
Q4 		$887K Buy
11,455
+4,036
+54% +$340K 0.01% 536
2024
Q3 		$637K Sell
7,419
-1,297
-15% -$105K 0.01% 447
2024
Q2 		$684K Sell
8,716
-5,926
-40% -$481K 0.01% 450
2024
Q1 		$1.26M Buy
14,642
+6,294
+75% +$505K 0.02% 322
2023
Q4 		$657K Sell
8,348
-2,714
-25% -$197K 0.01% 473
2023
Q3 		$797K Hold
11,062
– – 0.02% 411
2023
Q2 		$839K Sell
11,062
-22,383
-67% -$1.61M 0.02% 385
2023
Q1 		$2.49M Buy
33,445
+31,230
+1,410% +$2.65M 0.07% 204
2022
Q4 		$186K Buy
+2,215
New +$190K 0.01% 532
2022
Q2 		– Sell
-2,164
Closed -$159K – 509
2022
Q1 		$159K Buy
+2,164
New +$157K 0.01% 418
2019
Q4 		– Sell
-6,233
Closed -$356K – 403
2019
Q3 		$356K Sell
6,233
-437
-7% -$24.6K 0.02% 311
2019
Q2 		$386K Buy
+6,670
New +$368K 0.02% 175

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab's PFG Position: Q1 2026 in Review

BI Asset Management Fondsmaeglerselskab reduced its Principal Financial Group (PFG) stake by 15% in Q1 2026, selling an estimated $178K and leaving 11,047 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #490.

BI Asset Management Fondsmaeglerselskab first reported a position in PFG in Q2 2019 and has held it in 17 quarters since. The position peaked at $2.49M in Q1 2023. 911 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • BI Asset Management Fondsmaeglerselskab held 11,047 shares of Principal Financial Group worth $995K as of Q1 2026.
  • BI Asset Management Fondsmaeglerselskab sold 1,946 Principal Financial Group shares in Q1 2026, an estimated $178K.
  • Principal Financial Group made up 0.01% of BI Asset Management Fondsmaeglerselskab's portfolio in Q1 2026, its #490 holding.
  • BI Asset Management Fondsmaeglerselskab first reported a position in Principal Financial Group in Q2 2019 and has held it in 17 quarters since.
  • BI Asset Management Fondsmaeglerselskab's Principal Financial Group position peaked at $2.49M in Q1 2023.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on BI Asset Management Fondsmaeglerselskab's 13F filing for Q1 2026, filed 16 Apr 2026.