Nordea Investment Management’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 | $5.63M | Buy |
63,430
+3,578
| +6% | +$327K | 0.01% | 552 |
|
|
2025
Q4 | $5.31M | Buy |
59,852
+10,950
| +22% | +$924K | ﹤0.01% | 574 |
|
|
2025
Q3 | $3.98M | Buy |
48,902
+30,118
| +160% | +$2.41M | ﹤0.01% | 637 |
|
|
2025
Q2 | $1.49M | Buy |
18,784
+1,839
| +11% | +$141K | ﹤0.01% | 770 |
|
|
2025
Q1 | $1.42M | Sell |
16,945
-1,985
| -10% | -$165K | ﹤0.01% | 756 |
|
|
2024
Q4 | $1.47M | Buy |
18,930
+690
| +4% | +$58.1K | ﹤0.01% | 738 |
|
|
2024
Q3 | $1.57M | Hold |
18,240
| – | – | ﹤0.01% | 737 |
|
|
2024
Q2 | $1.45M | Buy |
18,240
+1,127
| +7% | +$91.5K | ﹤0.01% | 751 |
|
|
2024
Q1 | $1.48M | Buy |
17,113
+673
| +4% | +$54K | ﹤0.01% | 760 |
|
|
2023
Q4 | $1.3M | Hold |
16,440
| – | – | ﹤0.01% | 774 |
|
|
2023
Q3 | $1.2M | Hold |
16,440
| – | – | ﹤0.01% | 781 |
|
|
2023
Q2 | $1.25M | Hold |
16,440
| – | – | ﹤0.01% | 772 |
|
|
2023
Q1 | $1.2M | Hold |
16,440
| – | – | ﹤0.01% | 755 |
|
|
2022
Q4 | $1.39M | Buy |
16,440
+317
| +2% | +$27.2K | ﹤0.01% | 722 |
|
|
2022
Q3 | $1.17M | Hold |
16,123
| – | – | ﹤0.01% | 756 |
|
|
2022
Q2 | $1.06M | Buy |
16,123
+1,281
| +9% | +$90.1K | ﹤0.01% | 777 |
|
|
2022
Q1 | $1.11M | Hold |
14,842
| – | – | ﹤0.01% | 783 |
|
|
2021
Q4 | $1.07M | Buy |
14,842
+701
| +5% | +$48.9K | ﹤0.01% | 799 |
|
|
2021
Q3 | $929K | Hold |
14,141
| – | – | ﹤0.01% | 822 |
|
|
2021
Q2 | $894K | Sell |
14,141
-126
| -0.9% | -$8.06K | ﹤0.01% | 823 |
|
|
2021
Q1 | $865K | Sell |
14,267
-205,477
| -94% | -$11.5M | ﹤0.01% | 793 |
|
|
2020
Q4 | $10.9M | Buy |
219,744
+20,172
| +10% | +$924K | 0.02% | 353 |
|
|
2020
Q3 | $8.05M | Sell |
199,572
-100,052
| -33% | -$4.26M | 0.02% | 359 |
|
|
2020
Q2 | $12.1M | Sell |
299,624
-43,241
| -13% | -$1.58M | 0.01% | 394 |
|
|
2020
Q1 | $11.2M | Buy |
342,865
+25,502
| +8% | +$1.21M | 0.03% | 305 |
|
|
2019
Q4 | $17.5M | Sell |
317,363
-10,102
| -3% | -$553K | 0.03% | 291 |
|
|
2019
Q3 | $18.7M | Buy |
327,465
+434
| +0.1% | +$24.4K | 0.04% | 271 |
|
|
2019
Q2 | $18.9M | Buy |
327,031
+77,307
| +31% | +$4.26M | 0.04% | 276 |
|
|
2019
Q1 | $12.5M | Sell |
249,724
-566,149
| -69% | -$28.1M | 0.03% | 353 |
|
|
2018
Q4 | $35.8M | Buy |
815,873
+11,534
| +1% | +$568K | 0.09% | 184 |
|
|
2018
Q3 | $47.1M | Buy |
804,339
+73,076
| +10% | +$4.07M | 0.1% | 163 |
|
|
2018
Q2 | $38.7M | Buy |
731,263
+9,934
| +1% | +$577K | 0.09% | 159 |
|
|
2018
Q1 | $43.9M | Sell |
721,329
-1,029
| -0.1% | -$67.7K | 0.11% | 138 |
|
|
2017
Q4 | $51M | Buy |
722,358
+36,867
| +5% | +$2.54M | 0.12% | 131 |
|
|
2017
Q3 | $44.1M | Buy |
685,491
+16,867
| +3% | +$1.08M | 0.11% | 142 |
|
|
2017
Q2 | $42.8M | Buy |
668,624
+629,604
| +1,614% | +$39.9M | 0.11% | 138 |
|
|
2017
Q1 | $2.46M | Buy |
39,020
+2,165
| +6% | +$132K | 0.01% | 524 |
|
|
2016
Q4 | $2.13M | Sell |
36,855
-6,075
| -14% | -$340K | 0.01% | 522 |
|
|
2016
Q3 | $2.21M | Buy |
42,930
+26,016
| +154% | +$1.22M | 0.01% | 468 |
|
|
2016
Q2 | $695K | Hold |
16,914
| – | – | ﹤0.01% | 595 |
|
|
2016
Q1 | $667K | Buy |
16,914
+5,155
| +44% | +$198K | ﹤0.01% | 598 |
|
|
2015
Q4 | $529K | Sell |
11,759
-607
| -5% | -$29.6K | ﹤0.01% | 616 |
|
|
2015
Q3 | $585K | Buy |
12,366
+1,055
| +9% | +$54.7K | ﹤0.01% | 526 |
|
|
2015
Q2 | $580K | Hold |
11,311
| – | – | ﹤0.01% | 544 |
|
|
2015
Q1 | $581K | Buy |
11,311
+2,143
| +23% | +$108K | ﹤0.01% | 551 |
|
|
2014
Q4 | $476K | Sell |
9,168
-4,237
| -32% | -$220K | ﹤0.01% | 587 |
|
|
2014
Q3 | $703K | Buy |
13,405
+4,394
| +49% | +$230K | ﹤0.01% | 546 |
|
|
2014
Q2 | $455K | Hold |
9,011
| – | – | ﹤0.01% | 677 |
|
|
2014
Q1 | $414K | Hold |
9,011
| – | – | ﹤0.01% | 664 |
|
|
2013
Q4 | $444K | Buy |
9,011
+1,077
| +14% | +$51.2K | ﹤0.01% | 664 |
|
|
2013
Q3 | $340K | Buy |
7,934
+1,798
| +29% | +$75K | ﹤0.01% | 703 |
|
|
2013
Q2 | $230K | Buy |
+6,136
| New | +$224K | ﹤0.01% | 747 |
|
Other funds holding PFG
NLI
VCM
VPM
Nordea Investment Management's PFG Position: Q1 2026 in Review
Nordea Investment Management increased its Principal Financial Group (PFG) stake by 6% in Q1 2026, buying an estimated $327K and bringing the position to 63,430 shares worth $5.63M. The position accounts for 0.01% of the portfolio, ranked #552.
Nordea Investment Management first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $51M in Q4 2017. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Nordea Investment Management held 63,430 shares of Principal Financial Group worth $5.63M as of Q1 2026.
- Nordea Investment Management bought 3,578 Principal Financial Group shares in Q1 2026, an estimated $327K.
- Principal Financial Group made up 0.01% of Nordea Investment Management's portfolio in Q1 2026, its #552 holding.
- Nordea Investment Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
- Nordea Investment Management's Principal Financial Group position peaked at $51M in Q4 2017.
- 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Nordea Investment Management's 13F filing for Q1 2026, filed 13 May 2026.