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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optiver Holding's PFG Position: Q1 2026 in Review

Optiver Holding opened a new position in Principal Financial Group (PFG) in Q1 2026: 165 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #1148 among its holdings. This is a return to the name: Optiver Holding previously reported a position in PFG as recently as Q1 2025.

Optiver Holding first reported a position in PFG in Q3 2021 and has held it in 5 quarters since. The position peaked at $78.6K in Q3 2023. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Optiver Holding held 165 shares of Principal Financial Group worth $14.9K as of Q1 2026.
Principal Financial Group was a new Optiver Holding position in Q1 2026.
Principal Financial Group made up ﹤0.01% of Optiver Holding's portfolio in Q1 2026, its #1148 holding.
Optiver Holding first reported a position in Principal Financial Group in Q3 2021 and has held it in 5 quarters since.
Optiver Holding's Principal Financial Group position peaked at $78.6K in Q3 2023.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Optiver Holding's 13F filing for Q1 2026, filed 15 May 2026.