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Fjarde Ap-fonden’s Principal Financial Group PFG Stock Holding History

Fjarde Ap-fonden’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 		$3.87M Sell
35,901
-19,500
-35% -$1.98M 0.02% 437
2026
Q1 		$4.99M Buy
55,401
+30,250
+120% +$2.77M 0.03% 422
2025
Q4 		$2.22M Buy
25,151
+200
+0.8% +$16.9K 0.02% 450
2025
Q3 		$2.07M Sell
24,951
-38,700
-61% -$3.09M 0.02% 417
2025
Q2 		$5.06M Sell
63,651
-2,500
-4% -$192K 0.05% 327
2025
Q1 		$5.58M Sell
66,151
-41,600
-39% -$3.46M 0.07% 278
2024
Q4 		$8.34M Buy
107,751
+4,100
+4% +$346K 0.08% 226
2024
Q3 		$8.9M Buy
+103,651
New +$8.37M 0.09% 213
2024
Q1 		$10.6M Buy
123,051
+18,700
+18% +$1.5M 0.12% 185
2023
Q4 		$8.21M Sell
104,351
-5,200
-5% -$377K 0.1% 210
2023
Q3 		$7.89M Buy
109,551
+9,200
+9% +$714K 0.1% 209
2023
Q2 		$7.61M Sell
100,351
-17,900
-15% -$1.29M 0.09% 229
2023
Q1 		$8.79M Buy
118,251
+4,050
+4% +$344K 0.12% 194
2022
Q4 		$9.58M Buy
114,201
+300
+0.3% +$25.7K 0.14% 175
2022
Q3 		$7.61M Hold
113,901
– – 0.1% 214
2022
Q2 		$7.61M Sell
113,901
-5,600
-5% -$394K 0.1% 214
2022
Q1 		$8.77M Buy
119,501
+16,600
+16% +$1.2M 0.09% 246
2021
Q4 		$7.44M Buy
102,901
+4,351
+4% +$304K 0.07% 299
2021
Q3 		$6.35M Buy
98,550
+5,100
+5% +$327K 0.06% 331
2021
Q2 		$5.91M Buy
93,450
+4,300
+5% +$275K 0.05% 360
2021
Q1 		$5.34M Buy
89,150
+400
+0.5% +$22.3K 0.05% 390
2020
Q4 		$4.4M Sell
88,750
-5,100
-5% -$234K 0.04% 422
2020
Q3 		$3.78M Sell
93,850
-3,700
-4% -$158K 0.04% 421
2020
Q2 		$4.05M Sell
97,550
-5,900
-6% -$215K 0.05% 367
2020
Q1 		$3.24M Sell
103,450
-2,000
-2% -$94.6K 0.05% 363
2019
Q4 		$5.8M Sell
105,450
-17,200
-14% -$941K 0.07% 291
2019
Q3 		$7.01M Buy
122,650
+10,000
+9% +$563K 0.09% 245
2019
Q2 		$6.53M Buy
112,650
+17,200
+18% +$948K 0.08% 267
2019
Q1 		$4.79M Sell
95,450
-138
-0.1% -$6.84K 0.06% 330
2018
Q4 		$4.22M Buy
95,588
+8,900
+10% +$438K 0.07% 264
2018
Q3 		$5.08M Sell
86,688
-5,100
-6% -$284K 0.07% 287
2018
Q2 		$4.86M Buy
91,788
+11,103
+14% +$645K 0.07% 292
2018
Q1 		$4.92M Sell
80,685
-84
-0.1% -$5.53K 0.08% 286
2017
Q4 		$5.7M Buy
80,769
+11,389
+16% +$785K 0.09% 256
2017
Q3 		$4.46M Sell
69,380
-3,284
-5% -$211K 0.09% 261
2017
Q2 		$4.66M Buy
72,664
+11,272
+18% +$715K 0.09% 242
2017
Q1 		$3.87M Sell
61,392
-3,333
-5% -$203K 0.09% 243
2016
Q4 		$3.75M Sell
64,725
-9,593
-13% -$538K 0.09% 260
2016
Q3 		$3.83M Buy
74,318
+1,252
+2% +$58.5K 0.08% 275
2016
Q2 		$3M Buy
73,066
+3,037
+4% +$128K 0.07% 321
2016
Q1 		$2.76M Buy
70,029
+9,695
+16% +$373K 0.06% 350
2015
Q4 		$2.71M Buy
60,334
+1,352
+2% +$66K 0.07% 318
2015
Q3 		$2.79M Sell
58,982
-3,883
-6% -$201K 0.08% 298
2015
Q2 		$3.22M Sell
62,865
-2,092
-3% -$109K 0.08% 301
2015
Q1 		$3.34M Sell
64,957
-5,466
-8% -$275K 0.08% 308
2014
Q4 		$3.66M Sell
70,423
-3,061
-4% -$159K 0.08% 293
2014
Q3 		$3.86M Sell
73,484
-10,682
-13% -$559K 0.08% 277
2014
Q2 		$4.25M Buy
84,166
+1,561
+2% +$73.5K 0.08% 275
2014
Q1 		$3.8M Buy
82,605
+2,816
+4% +$129K 0.08% 309
2013
Q4 		$3.93M Sell
79,789
-5,519
-6% -$262K 0.08% 285
2013
Q3 		$3.65M Sell
85,308
-8,486
-9% -$354K 0.08% 310
2013
Q2 		$3.51M Buy
+93,794
New +$3.43M 0.07% 324

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Fjarde Ap-fonden's PFG Position: Q2 2026 in Review

Fjarde Ap-fonden reduced its Principal Financial Group (PFG) stake by 35% in Q2 2026, selling an estimated $1.98M and leaving 35,901 shares worth $3.87M. The position accounts for 0.02% of the portfolio, ranked #437.

Fjarde Ap-fonden first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.6M in Q1 2024. 395 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Fjarde Ap-fonden held 35,901 shares of Principal Financial Group worth $3.87M as of Q2 2026.
  • Fjarde Ap-fonden sold 19,500 Principal Financial Group shares in Q2 2026, an estimated $1.98M.
  • Principal Financial Group made up 0.02% of Fjarde Ap-fonden's portfolio in Q2 2026, its #437 holding.
  • Fjarde Ap-fonden first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Fjarde Ap-fonden's Principal Financial Group position peaked at $10.6M in Q1 2024.
  • 395 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Fjarde Ap-fonden's 13F filing for Q2 2026, filed 29 Jul 2026.