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

Storebrand 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 		$21.4M Buy
198,253
+26,211
+15% +$2.66M 0.05% 290
2026
Q1 		$15.5M Buy
172,042
+5,027
+3% +$460K 0.04% 317
2025
Q4 		$14.7M Sell
167,015
-7,144
-4% -$603K 0.04% 328
2025
Q3 		$14.4M Sell
174,159
-2,470
-1% -$197K 0.04% 336
2025
Q2 		$14M Buy
176,629
+1,839
+1% +$141K 0.04% 344
2025
Q1 		$14.7M Sell
174,790
-23,991
-12% -$2M 0.05% 331
2024
Q4 		$15.4M Sell
198,781
-15,218
-7% -$1.28M 0.05% 326
2024
Q3 		$18.4M Buy
213,999
+1,289
+0.6% +$104K 0.06% 302
2024
Q2 		$16.7M Sell
212,710
-18,370
-8% -$1.49M 0.06% 306
2024
Q1 		$19.9M Sell
231,080
-42,816
-16% -$3.44M 0.07% 285
2023
Q4 		$21.5M Sell
273,896
-10,511
-4% -$761K 0.08% 263
2023
Q3 		$20.5M Sell
284,407
-11,578
-4% -$899K 0.1% 241
2023
Q2 		$22.4M Sell
295,985
-2,258
-0.8% -$163K 0.1% 236
2023
Q1 		$22.2M Buy
298,243
+3,653
+1% +$310K 0.11% 223
2022
Q4 		$24.7M Buy
294,590
+63,440
+27% +$5.44M 0.14% 197
2022
Q3 		$16.7M Buy
231,150
+1,223
+0.5% +$87.8K 0.1% 244
2022
Q2 		$15.4M Buy
229,927
+13,534
+6% +$952K 0.09% 266
2022
Q1 		$15.9M Buy
216,393
+37,294
+21% +$2.7M 0.07% 279
2021
Q4 		$13M Buy
179,099
+71,177
+66% +$4.97M 0.06% 335
2021
Q3 		$6.95M Hold
107,922
– – 0.03% 440
2021
Q2 		$6.82M Buy
107,922
+199
+0.2% +$12.7K 0.03% 446
2021
Q1 		$6.46M Buy
107,723
+5,799
+6% +$323K 0.03% 450
2020
Q4 		$5.06M Sell
101,924
-2,584
-2% -$118K 0.03% 476
2020
Q3 		$4.21M Hold
104,508
– – 0.03% 463
2020
Q2 		$4.34M Buy
104,508
+3,552
+4% +$130K 0.04% 423
2020
Q1 		$3.16M Buy
+100,956
New +$4.78M 0.03% 429

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Storebrand Asset Management increased its Principal Financial Group (PFG) stake by 15% in Q2 2026, buying an estimated $2.66M and bringing the position to 198,253 shares worth $21.4M. The position accounts for 0.05% of the portfolio, ranked #290.

Storebrand Asset Management first reported a position in PFG in Q1 2020 and has held it in 26 quarters since. The position peaked at $24.7M in Q4 2022. 911 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Storebrand Asset Management held 198,253 shares of Principal Financial Group worth $21.4M as of Q2 2026.
  • Storebrand Asset Management bought 26,211 Principal Financial Group shares in Q2 2026, an estimated $2.66M.
  • Principal Financial Group made up 0.05% of Storebrand Asset Management's portfolio in Q2 2026, its #290 holding.
  • Storebrand Asset Management first reported a position in Principal Financial Group in Q1 2020 and has held it in 26 quarters since.
  • Storebrand Asset Management's Principal Financial Group position peaked at $24.7M in Q4 2022.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Storebrand Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.