Principal Financial Group
APGE

Principal Financial Group’s Apogee Therapeutics APGE Stock Holding History

Principal Financial Group’s Portfolio APGE Stock Details APGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$458K Buy
3,448
+227
+7% +$20.5K ﹤0.01% 2012
2026
Q1 		$271K Buy
+3,221
New +$234K ﹤0.01% 2079
2024
Q4 		– Sell
-3,517
Closed -$207K – 2211
2024
Q3 		$207K Sell
3,517
-2,925
-45% -$140K ﹤0.01% 2097
2024
Q2 		$253K Buy
6,442
+1,340
+26% +$65K ﹤0.01% 2095
2024
Q1 		$339K Buy
+5,102
New +$223K ﹤0.01% 2070

Other funds holding APGE

VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Principal Financial Group's APGE Position: Q2 2026 in Review

Principal Financial Group increased its Apogee Therapeutics (APGE) stake by 7% in Q2 2026, buying an estimated $20.5K and bringing the position to 3,448 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

Principal Financial Group first reported a position in APGE in Q1 2024 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

  • Principal Financial Group held 3,448 shares of Apogee Therapeutics worth $458K as of Q2 2026.
  • Principal Financial Group bought 227 Apogee Therapeutics shares in Q2 2026, an estimated $20.5K.
  • Apogee Therapeutics made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2012 holding.
  • Principal Financial Group first reported a position in Apogee Therapeutics in Q1 2024 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.