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
Q3 		$24.7M Buy
220,499
+11,455
+5% +$1.3M 0.02% 347
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
– – 0.02% 392
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

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank's PFG Position: Q3 2026 in Review

Swedbank increased its Principal Financial Group (PFG) stake by 5.5% in Q3 2026, buying an estimated $1.3M and bringing the position to 220,499 shares worth $24.7M. The position accounts for 0.02% of the portfolio, ranked #347.

Swedbank first reported a position in PFG in Q1 2021 and has held it in 23 quarters since. 360 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Swedbank held 220,499 shares of Principal Financial Group worth $24.7M as of Q3 2026.
  • Swedbank bought 11,455 Principal Financial Group shares in Q3 2026, an estimated $1.3M.
  • Principal Financial Group made up 0.02% of Swedbank's portfolio in Q3 2026, its #347 holding.
  • Swedbank first reported a position in Principal Financial Group in Q1 2021 and has held it in 23 quarters since.
  • 360 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Swedbank's 13F filing for Q3 2026, filed 27 Oct 2026.