Handelsbanken Fonder
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Handelsbanken Fonder’s Principal Financial Group PFG Stock Holding History

Handelsbanken 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 		$3.13M Buy
29,084
+12,250
+73% +$1.24M 0.01% 651
2026
Q1 		$1.52M Sell
16,834
-3,248
-16% -$297K 0.01% 855
2025
Q4 		$1.77M Buy
20,082
+9,535
+90% +$805K 0.01% 791
2025
Q3 		$874K Buy
10,547
+181
+2% +$14.5K ﹤0.01% 1062
2025
Q2 		$823K Sell
10,366
-3,188
-24% -$245K ﹤0.01% 1040
2025
Q1 		$1.14M Sell
13,554
-4,565
-25% -$380K ﹤0.01% 882
2024
Q4 		$1.4M Sell
18,119
-15,855
-47% -$1.34M 0.01% 815
2024
Q3 		$2.92M Buy
33,974
+13,847
+69% +$1.12M 0.01% 549
2024
Q2 		$1.58M Sell
20,127
-25,567
-56% -$2.08M 0.01% 656
2024
Q1 		$3.94M Sell
45,694
-5,333
-10% -$428K 0.02% 480
2023
Q4 		$4.01M Sell
51,027
-54,279
-52% -$3.93M 0.02% 455
2023
Q3 		$7.59M Sell
105,306
-1,281
-1% -$99.4K 0.04% 357
2023
Q2 		$8.08M Buy
106,587
+10,041
+10% +$724K 0.04% 362
2023
Q1 		$7.17M Buy
96,546
+1,151
+1% +$97.7K 0.04% 369
2022
Q4 		$8.01M Buy
95,395
+3,290
+4% +$282K 0.05% 354
2022
Q3 		$6.64M Sell
92,105
-5,000
-5% -$359K 0.04% 362
2022
Q2 		$6.49M Buy
97,105
+4,691
+5% +$330K 0.04% 373
2022
Q1 		$6.78M Hold
92,414
– – 0.04% 410
2021
Q4 		$6.68M Sell
92,414
-8,100
-8% -$565K 0.03% 429
2021
Q3 		$6.47M Buy
100,514
+11,200
+13% +$719K 0.03% 427
2021
Q2 		$5.64M Buy
89,314
+20,538
+30% +$1.31M 0.03% 466
2021
Q1 		$4.12M Sell
68,776
-7,400
-10% -$412K 0.02% 475
2020
Q4 		$3.78M Sell
76,176
-5,400
-7% -$247K 0.02% 471
2020
Q3 		$3.29M Hold
81,576
– – 0.02% 444
2020
Q2 		$3.39M Buy
+81,576
New +$2.98M 0.03% 417
2016
Q3 		– Sell
-6,623
Closed -$272K – 223
2016
Q2 		$272K Hold
6,623
– – 0.01% 201
2016
Q1 		$261K Sell
6,623
-26,974
-80% -$1.04M 0.01% 208
2015
Q4 		$1.51M Buy
+33,597
New +$1.64M 0.03% 414

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nippon Life Insurance
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 $3.38T AUM 44.17% 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

Handelsbanken Fonder's PFG Position: Q2 2026 in Review

Handelsbanken Fonder increased its Principal Financial Group (PFG) stake by 73% in Q2 2026, buying an estimated $1.24M and bringing the position to 29,084 shares worth $3.13M. The position accounts for 0.01% of the portfolio, ranked #651.

Handelsbanken Fonder first reported a position in PFG in Q4 2015 and has held it in 28 quarters since. The position peaked at $8.08M in Q2 2023. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Handelsbanken Fonder held 29,084 shares of Principal Financial Group worth $3.13M as of Q2 2026.
  • Handelsbanken Fonder bought 12,250 Principal Financial Group shares in Q2 2026, an estimated $1.24M.
  • Principal Financial Group made up 0.01% of Handelsbanken Fonder's portfolio in Q2 2026, its #651 holding.
  • Handelsbanken Fonder first reported a position in Principal Financial Group in Q4 2015 and has held it in 28 quarters since.
  • Handelsbanken Fonder's Principal Financial Group position peaked at $8.08M in Q2 2023.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.