Swedbank
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Swedbank’s Principal Financial Group PFG Stock Holding History

Swedbank’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 		$22.5M Buy
209,044
+3,971
+2% +$403K 0.02% 373
2026
Q1 		$18.5M Sell
205,073
-1,000
-0.5% -$91.4K 0.02% 388
2025
Q4 		$18.2M Hold
206,073
– – 0.02% 402
2025
Q3 		$17.1M Buy
206,073
+8,687
+4% +$694K 0.02% 405
2025
Q2 		$15.7M Buy
197,386
+35,228
+22% +$2.7M 0.02% 412
2025
Q1 		$13.7M Hold
162,158
– – 0.02% 426
2024
Q4 		$12.6M Hold
162,158
– – 0.02% 436
2024
Q3 		$13.9M Hold
162,158
– – 0.02% 410
2024
Q2 		$12.7M Hold
162,158
– – 0.02% 400
2024
Q1 		$14M Hold
162,158
– – 0.12% 258
2023
Q4 		$12.8M Sell
162,158
-21,424
-12% -$1.55M 0.02% 386
2023
Q3 		$13.2M Sell
183,582
-21,580
-11% -$1.68M 0.02% 370
2023
Q2 		$15.6M Hold
205,162
– – 0.03% 348
2023
Q1 		$15.2M Sell
205,162
-4,016
-2% -$341K 0.03% 354
2022
Q4 		$17.6M Buy
209,178
+27,241
+15% +$2.34M 0.04% 332
2022
Q3 		$13.1M Hold
181,937
– – 0.03% 371
2022
Q2 		$12.2M Sell
181,937
-93,529
-34% -$6.58M 0.03% 394
2022
Q1 		$20.2M Hold
275,466
– – 0.04% 326
2021
Q4 		$19.9M Sell
275,466
-895
-0.3% -$62.5K 0.03% 347
2021
Q3 		$17.8M Hold
276,361
– – 0.03% 371
2021
Q2 		$17.5M Buy
276,361
+29,020
+12% +$1.86M 0.03% 376
2021
Q1 		$14.8M Buy
+247,341
New +$13.8M 0.03% 386

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank's PFG Position: Q2 2026 in Review

Swedbank increased its Principal Financial Group (PFG) stake by 1.9% in Q2 2026, buying an estimated $403K and bringing the position to 209,044 shares worth $22.5M. The position accounts for 0.02% of the portfolio, ranked #373.

Swedbank first reported a position in PFG in Q1 2021 and has held it in 22 quarters since. 353 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Swedbank held 209,044 shares of Principal Financial Group worth $22.5M as of Q2 2026.
  • Swedbank bought 3,971 Principal Financial Group shares in Q2 2026, an estimated $403K.
  • Principal Financial Group made up 0.02% of Swedbank's portfolio in Q2 2026, its #373 holding.
  • Swedbank first reported a position in Principal Financial Group in Q1 2021 and has held it in 22 quarters since.
  • 353 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Swedbank's 13F filing for Q2 2026, filed 15 Jul 2026.