KK
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KLP Kapitalforvaltning’s Principal Financial Group PFG Stock Holding History

KLP Kapitalforvaltning’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 		$9.49M Buy
88,045
+5,400
+7% +$548K 0.03% 399
2026
Q1 		$7.45M Hold
82,645
– – 0.03% 419
2025
Q4 		$7.29M Buy
82,645
+700
+0.9% +$59.1K 0.03% 421
2025
Q3 		$6.79M Hold
81,945
– – 0.03% 435
2025
Q2 		$6.51M Buy
81,945
+1,400
+2% +$107K 0.03% 433
2025
Q1 		$6.8M Buy
80,545
+1,200
+2% +$99.8K 0.03% 410
2024
Q4 		$6.14M Buy
+79,345
New +$6.69M 0.03% 435

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

KLP Kapitalforvaltning's PFG Position: Q2 2026 in Review

KLP Kapitalforvaltning increased its Principal Financial Group (PFG) stake by 6.5% in Q2 2026, buying an estimated $548K and bringing the position to 88,045 shares worth $9.49M. The position accounts for 0.03% of the portfolio, ranked #399.

KLP Kapitalforvaltning first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • KLP Kapitalforvaltning held 88,045 shares of Principal Financial Group worth $9.49M as of Q2 2026.
  • KLP Kapitalforvaltning bought 5,400 Principal Financial Group shares in Q2 2026, an estimated $548K.
  • Principal Financial Group made up 0.03% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #399 holding.
  • KLP Kapitalforvaltning first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.