Optiver Holding
PFG icon

Optiver Holding’s Principal Financial Group PFG Stock Holding History

Optiver Holding’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 		$217K Buy
2,010
+1,845
+1,118% +$187K ﹤0.01% 878
2026
Q1 		$14.9K Buy
+165
New +$15.1K ﹤0.01% 1148
2025
Q2 		– Sell
-24
Closed -$2.02K – 1596
2025
Q1 		$2.02K Buy
+24
New +$2K ﹤0.01% 1238
2023
Q4 		– Sell
-1,090
Closed -$78.6K – 565
2023
Q3 		$78.6K Buy
+1,090
New +$84.6K ﹤0.01% 449
2022
Q1 		– Sell
-320
Closed -$21K – 792
2021
Q4 		$21K Hold
320
– – ﹤0.01% 570
2021
Q3 		$21K Buy
+320
New +$20.5K ﹤0.01% 455

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

Optiver Holding's PFG Position: Q2 2026 in Review

Optiver Holding increased its Principal Financial Group (PFG) stake by 1,118% in Q2 2026, buying an estimated $187K and bringing the position to 2,010 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Optiver Holding first reported a position in PFG in Q3 2021 and has held it in 6 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Optiver Holding held 2,010 shares of Principal Financial Group worth $217K as of Q2 2026.
  • Optiver Holding bought 1,845 Principal Financial Group shares in Q2 2026, an estimated $187K.
  • Principal Financial Group made up ﹤0.01% of Optiver Holding's portfolio in Q2 2026, its #878 holding.
  • Optiver Holding first reported a position in Principal Financial Group in Q3 2021 and has held it in 6 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Optiver Holding's 13F filing for Q2 2026, filed 12 Aug 2026.