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Första AP-fonden’s Principal Financial Group PFG Stock Holding History

Första 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
Q1 		– Sell
-157,900
Closed -$13.9M – 380
2025
Q4 		$13.9M Sell
157,900
-600
-0.4% -$50.6K 0.08% 207
2025
Q3 		$13.1M Buy
158,500
+5,000
+3% +$400K 0.08% 214
2025
Q2 		$12.2M Buy
153,500
+28,500
+23% +$2.19M 0.08% 211
2025
Q1 		$10.5M Buy
125,000
+65,300
+109% +$5.43M 0.08% 226
2024
Q4 		$4.62M Sell
59,700
-3,500
-6% -$295K 0.03% 417
2024
Q3 		$5.43M Buy
63,200
+13,600
+27% +$1.1M 0.04% 377
2024
Q2 		$3.89M Sell
49,600
-9,600
-16% -$780K 0.03% 413
2024
Q1 		$5.11M Sell
59,200
-48,200
-45% -$3.87M 0.04% 380
2023
Q4 		$8.45M Buy
107,400
+25,200
+31% +$1.83M 0.09% 242
2023
Q3 		$5.92M Buy
82,200
+19,800
+32% +$1.54M 0.07% 300
2023
Q2 		$4.73M Buy
62,400
+20,900
+50% +$1.51M 0.05% 374
2023
Q1 		$3.08M Sell
41,500
-10,600
-20% -$899K 0.04% 458
2022
Q4 		$4.37M Buy
52,100
+4,100
+9% +$352K 0.05% 401
2022
Q3 		$3.46M Sell
48,000
-30,100
-39% -$2.16M 0.04% 418
2022
Q2 		$5.22M Sell
78,100
-8,700
-10% -$612K 0.07% 328
2022
Q1 		$6.37M Buy
86,800
+68,400
+372% +$4.95M 0.07% 317
2021
Q4 		$1.33M Sell
18,400
-82,500
-82% -$5.76M 0.01% 517
2021
Q3 		$6.5M Sell
100,900
-2,500
-2% -$161K 0.07% 327
2021
Q2 		$6.53M Buy
103,400
+26,700
+35% +$1.71M 0.08% 318
2021
Q1 		$4.6M Buy
76,700
+3,300
+4% +$184K 0.06% 359
2020
Q4 		$3.64M Buy
73,400
+8,600
+13% +$394K 0.05% 389
2020
Q3 		$2.61M Buy
64,800
+14,400
+29% +$614K 0.05% 380
2020
Q2 		$2.09M Sell
50,400
-9,300
-16% -$339K 0.06% 357
2020
Q1 		$1.87M Buy
+59,700
New +$2.82M 0.07% 335

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

Första AP-fonden's PFG Position: Q1 2026 in Review

Första AP-fonden sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 157,900 shares — an estimated $13.9M sold.

Första AP-fonden first reported a position in PFG in Q1 2020 and held it in 24 quarters. The position peaked at $13.9M in Q4 2025. 911 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Första AP-fonden reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Första AP-fonden sold 157,900 Principal Financial Group shares in Q1 2026, an estimated $13.9M.
  • Första AP-fonden first reported a position in Principal Financial Group in Q1 2020 and held it in 24 quarters.
  • Första AP-fonden's Principal Financial Group position peaked at $13.9M in Q4 2025.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Första AP-fonden's 13F filing for Q1 2026.