Pictet Asset Management
PFG icon

Pictet Asset Management’s Principal Financial Group PFG Stock Holding History

Pictet Asset Management’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 		$14M Buy
129,462
+264
+0.2% +$26.8K 0.01% 615
2026
Q1 		$11.6M Sell
129,198
-14,756
-10% -$1.35M 0.01% 620
2025
Q4 		$12.7M Sell
143,954
-51,027
-26% -$4.31M 0.01% 621
2025
Q3 		$16.2M Buy
194,981
+33,837
+21% +$2.7M 0.02% 567
2025
Q2 		$12.8M Buy
161,144
+16,707
+12% +$1.28M 0.01% 603
2025
Q1 		$12.2M Sell
144,437
-838
-0.6% -$69.7K 0.01% 608
2024
Q4 		$11.2M Buy
145,275
+22,699
+19% +$1.91M 0.01% 628
2024
Q3 		$10.5M Buy
122,576
+989
+0.8% +$79.9K 0.01% 637
2024
Q2 		$9.54M Sell
121,587
-4,458
-4% -$362K 0.01% 636
2024
Q1 		$10.9M Sell
126,045
-7,360
-6% -$591K 0.01% 629
2023
Q4 		$10.5M Sell
133,405
-14,103
-10% -$1.02M 0.01% 630
2023
Q3 		$10.6M Buy
+147,508
New +$11.4M 0.01% 606

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 $3.38T AUM 44.17% 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

Pictet Asset Management's PFG Position: Q2 2026 in Review

Pictet Asset Management increased its Principal Financial Group (PFG) stake by 0.2% in Q2 2026, buying an estimated $26.8K and bringing the position to 129,462 shares worth $14M. The position accounts for 0.01% of the portfolio, ranked #615.

Pictet Asset Management first reported a position in PFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.2M in Q3 2025. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Pictet Asset Management held 129,462 shares of Principal Financial Group worth $14M as of Q2 2026.
  • Pictet Asset Management bought 264 Principal Financial Group shares in Q2 2026, an estimated $26.8K.
  • Principal Financial Group made up 0.01% of Pictet Asset Management's portfolio in Q2 2026, its #615 holding.
  • Pictet Asset Management first reported a position in Principal Financial Group in Q3 2023 and has held it in 12 quarters since.
  • Pictet Asset Management's Principal Financial Group position peaked at $16.2M in Q3 2025.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.