Livforsakringsbolaget Skandia’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $350K | Hold |
3,882
| – | – | 0.01% | 262 |
|
|
2025
Q4 | $342K | Hold |
3,882
| – | – | 0.01% | 270 |
|
|
2025
Q3 | $322K | Sell |
3,882
-300
| -7% | -$24K | 0.01% | 295 |
|
|
2025
Q2 | $332K | Hold |
4,182
| – | – | 0.01% | 305 |
|
|
2025
Q1 | $353K | Hold |
4,182
| – | – | 0.02% | 300 |
|
|
2024
Q4 | $324K | Hold |
4,182
| – | – | 0.02% | 312 |
|
|
2024
Q3 | $359K | Buy |
4,182
+3,400
| +435% | +$275K | 0.02% | 320 |
|
|
2024
Q2 | $61.3K | Sell |
782
-300
| -28% | -$24.4K | 0.01% | 351 |
|
|
2024
Q1 | $93.3K | Hold |
1,082
| – | – | 0.01% | 319 |
|
|
2023
Q4 | $85.1K | Buy |
1,082
+541
| +100% | +$39.2K | 0.01% | 326 |
|
|
2023
Q3 | $39K | Hold |
541
| – | – | ﹤0.01% | 352 |
|
|
2023
Q2 | $41K | Sell |
541
-25,500
| -98% | -$1.84M | ﹤0.01% | 357 |
|
|
2023
Q1 | $1.93M | Hold |
26,041
| – | – | 0.2% | 115 |
|
|
2022
Q4 | $2.18M | Sell |
26,041
-5,700
| -18% | -$489K | 0.25% | 97 |
|
|
2022
Q3 | $2.29M | Sell |
31,741
-13,000
| -29% | -$934K | 0.28% | 91 |
|
|
2022
Q2 | $2.99M | Sell |
44,741
-2,500
| -5% | -$176K | 0.26% | 90 |
|
|
2022
Q1 | $3.47M | Buy |
47,241
+34,500
| +271% | +$2.5M | 0.23% | 100 |
|
|
2021
Q4 | $921K | Hold |
12,741
| – | – | 0.06% | 209 |
|
|
2021
Q3 | $820K | Hold |
12,741
| – | – | 0.05% | 258 |
|
|
2021
Q2 | $805K | Buy |
12,741
+2,600
| +26% | +$166K | 0.05% | 271 |
|
|
2021
Q1 | $608K | Hold |
10,141
| – | – | 0.04% | 287 |
|
|
2020
Q4 | $503K | Hold |
10,141
| – | – | 0.04% | 303 |
|
|
2020
Q3 | $408K | Hold |
10,141
| – | – | 0.04% | 266 |
|
|
2020
Q2 | $421K | Hold |
10,141
| – | – | 0.05% | 259 |
|
|
2020
Q1 | $318K | Hold |
10,141
| – | – | 0.04% | 271 |
|
|
2019
Q4 | $558K | Sell |
10,141
-1,000
| -9% | -$54.7K | 0.07% | 206 |
|
|
2019
Q3 | $637K | Hold |
11,141
| – | – | 0.08% | 215 |
|
|
2019
Q2 | $646K | Buy |
11,141
+1,200
| +12% | +$66.1K | 0.08% | 204 |
|
|
2019
Q1 | $499K | Hold |
9,941
| – | – | 0.07% | 226 |
|
|
2018
Q4 | $439K | Hold |
9,941
| – | – | 0.07% | 228 |
|
|
2018
Q3 | $583K | Sell |
9,941
-3,300
| -25% | -$184K | 0.07% | 230 |
|
|
2018
Q2 | $701K | Hold |
13,241
| – | – | 0.06% | 265 |
|
|
2018
Q1 | $806K | Hold |
13,241
| – | – | 0.08% | 225 |
|
|
2017
Q4 | $934K | Sell |
13,241
-1,700
| -11% | -$117K | 0.09% | 212 |
|
|
2017
Q3 | $961K | Hold |
14,941
| – | – | 0.09% | 226 |
|
|
2017
Q2 | $958K | Hold |
14,941
| – | – | 0.09% | 237 |
|
|
2017
Q1 | $943K | Sell |
14,941
-9,300
| -38% | -$567K | 0.09% | 234 |
|
|
2016
Q4 | $1.4K | Sell |
24,241
-20,659
| -46% | -$1.16M | 0.07% | 288 |
|
|
2016
Q3 | $1.69M | Buy |
44,900
+13,559
| +43% | +$634K | 0.08% | 324 |
|
|
2016
Q2 | $1.29M | Hold |
31,341
| – | – | 0.06% | 344 |
|
|
2016
Q1 | $1.24M | Hold |
31,341
| – | – | 0.06% | 344 |
|
|
2015
Q4 | $1.41M | Hold |
31,341
| – | – | 0.07% | 307 |
|
|
2015
Q3 | $1.48M | Hold |
31,341
| – | – | 0.08% | 305 |
|
|
2015
Q2 | $1.61M | Hold |
31,341
| – | – | 0.08% | 302 |
|
|
2015
Q1 | $1.61M | Buy |
31,341
+8,700
| +38% | +$437K | 0.08% | 312 |
|
|
2014
Q4 | $1.18M | Sell |
22,641
-19,700
| -47% | -$1.02M | 0.06% | 456 |
|
|
2014
Q3 | $2.22M | Hold |
42,341
| – | – | 0.08% | 278 |
|
|
2014
Q2 | $2.14M | Hold |
42,341
| – | – | 0.08% | 294 |
|
|
2014
Q1 | $1.95M | Buy |
+42,341
| New | +$1.94M | 0.07% | 316 |
|
Other funds holding PFG
NLI
VCM
VPM
Livforsakringsbolaget Skandia's PFG Position: Q1 2026 in Review
Livforsakringsbolaget Skandia held its Principal Financial Group (PFG) position steady in Q1 2026 at 3,882 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #262.
Livforsakringsbolaget Skandia first reported a position in PFG in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.47M in Q1 2022. 911 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Livforsakringsbolaget Skandia held 3,882 shares of Principal Financial Group worth $350K as of Q1 2026.
- Livforsakringsbolaget Skandia left its Principal Financial Group share count unchanged in Q1 2026.
- Principal Financial Group made up 0.01% of Livforsakringsbolaget Skandia's portfolio in Q1 2026, its #262 holding.
- Livforsakringsbolaget Skandia first reported a position in Principal Financial Group in Q1 2014 and has held it in 49 quarters since.
- Livforsakringsbolaget Skandia's Principal Financial Group position peaked at $3.47M in Q1 2022.
- 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Livforsakringsbolaget Skandia's 13F filing for Q1 2026, filed 5 May 2026.