Lombard Odier Asset Management (Switzerland)’s Principal Financial Group PFG Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	$6.25M	Sell	57,979 -100	-0.2%	-$10.2K	0.2%	111
2026 Q1	$5.23M	Buy	58,079 +14,900	+35%	+$1.36M	0.2%	113
2025 Q4	$3.81M	Buy	+43,179	New	+$3.64M	0.16%	136
2024 Q2	–	Sell	-3,228	Closed	-$279K	–	314
2024 Q1	$279K	Buy	+3,228	New	+$259K	0.02%	327
2022 Q1	–	Sell	-3,720	Closed	-$269K	–	333
2021 Q4	$269K	Buy	+3,720	New	+$260K	0.02%	326
2021 Q3	–	Sell	-7,271	Closed	-$459K	–	406
2021 Q2	$459K	Buy	7,271 +1,837	+34%	+$117K	0.02%	338
2021 Q1	$326K	Buy	+5,434	New	+$303K	0.02%	307
2020 Q4	–	Sell	-12,116	Closed	-$488K	–	297
2020 Q3	$488K	Buy	+12,116	New	+$516K	0.05%	236
2020 Q2	–	Sell	-15,405	Closed	-$483K	–	288
2020 Q1	$483K	Buy	15,405 +1,309	+9%	+$61.9K	0.06%	200
2019 Q4	$775K	Sell	14,096 -11,609	-45%	-$635K	0.07%	201
2019 Q3	$1.47M	Sell	25,705 -3,903	-13%	-$220K	0.16%	117
2019 Q2	$1.72M	Buy	29,608 +16,401	+124%	+$904K	0.17%	109
2019 Q1	$663K	Buy	+13,207	New	+$655K	0.07%	210
2018 Q2	–	Sell	-19,209	Closed	-$1.17M	–	365
2018 Q1	$1.17M	Buy	19,209 +77	+0.4%	+$5.07K	0.12%	159
2017 Q4	$1.35M	Buy	19,132 +6,683	+54%	+$460K	0.13%	161
2017 Q3	$801K	Sell	12,449 -16,557	-57%	-$1.06M	0.08%	213
2017 Q2	$1.86M	Sell	29,006 -939	-3%	-$59.6K	0.21%	103
2017 Q1	$1.89M	Buy	+29,945	New	+$1.83M	0.21%	109
2015 Q3	–	Sell	-9,780	Closed	-$502K	–	373
2015 Q2	$502K	Hold	9,780	–	–	0.04%	335
2015 Q1	$507K	Buy	+9,780	New	+$491K	0.06%	304
2014 Q4	–	Sell	-24,100	Closed	-$1.27M	–	607
2014 Q3	$1.27M	Buy	+24,100	New	+$1.26M	0.03%	472

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s PFG Position: Q2 2026 in Review

Lombard Odier Asset Management (Switzerland) reduced its Principal Financial Group (PFG) stake by 0.17% in Q2 2026, selling an estimated $10.2K and leaving 57,979 shares worth $6.25M. The position accounts for 0.2% of the portfolio, ranked #111.

Lombard Odier Asset Management (Switzerland) first reported a position in PFG in Q3 2014 and has held it in 21 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Lombard Odier Asset Management (Switzerland) held 57,979 shares of Principal Financial Group worth $6.25M as of Q2 2026.
Lombard Odier Asset Management (Switzerland) sold 100 Principal Financial Group shares in Q2 2026, an estimated $10.2K.
Principal Financial Group made up 0.2% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q2 2026, its #111 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Principal Financial Group in Q3 2014 and has held it in 21 quarters since.
955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2026, filed 14 Aug 2026.