Swiss Life Asset Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.94M | Sell |
64,412
-16,804
| -21% | -$1.71M | 0.03% | 394 |
|
|
2026
Q1 | $10.2M | Buy |
81,216
+25,021
| +45% | +$2.29M | 0.05% | 269 |
|
|
2025
Q4 | $4.96M | Sell |
56,195
-538,102
| -91% | -$45.4M | 0.03% | 408 |
|
|
2025
Q3 | $49.3M | Buy |
594,297
+7,546
| +1% | +$603K | 0.26% | 77 |
|
|
2025
Q2 | $46.6M | Sell |
586,751
-83
| -0% | -$6.37K | 0.27% | 75 |
|
|
2025
Q1 | $49.5M | Buy |
586,834
+3,685
| +0.6% | +$306K | 0.36% | 64 |
|
|
2024
Q4 | $45.1M | Buy |
583,149
+407,033
| +231% | +$34.3M | 0.33% | 60 |
|
|
2024
Q3 | $15.1M | Sell |
176,116
-1,520
| -0.9% | -$123K | 0.17% | 119 |
|
|
2024
Q2 | $13.9M | Buy |
177,636
+9,466
| +6% | +$769K | 0.16% | 121 |
|
|
2024
Q1 | $14.5M | Buy |
168,170
+114,050
| +211% | +$9.15M | 0.2% | 109 |
|
|
2023
Q4 | $4.26M | Sell |
54,120
-11,883
| -18% | -$861K | 0.05% | 345 |
|
|
2023
Q3 | $4.76M | Sell |
66,003
-8,105
| -11% | -$629K | 0.07% | 302 |
|
|
2023
Q2 | $5.62M | Sell |
74,108
-27,666
| -27% | -$1.99M | 0.08% | 282 |
|
|
2023
Q1 | $7.56M | Sell |
101,774
-47,813
| -32% | -$4.06M | 0.11% | 228 |
|
|
2022
Q4 | $12.6M | Sell |
149,587
-13,039
| -8% | -$1.12M | 0.21% | 124 |
|
|
2022
Q3 | $11.7M | Buy |
162,626
+14,579
| +10% | +$1.05M | 0.2% | 127 |
|
|
2022
Q2 | $9.9M | Sell |
148,047
-37,125
| -20% | -$2.61M | 0.16% | 159 |
|
|
2022
Q1 | $13.6M | Sell |
185,172
-24,058
| -11% | -$1.74M | 0.19% | 117 |
|
|
2021
Q4 | $15.1M | Sell |
209,230
-2,184
| -1% | -$152K | 0.2% | 113 |
|
|
2021
Q3 | $13.6M | Buy |
211,414
+13,421
| +7% | +$862K | 0.19% | 124 |
|
|
2021
Q2 | $12.5M | Buy |
197,993
+39,316
| +25% | +$2.51M | 0.13% | 152 |
|
|
2021
Q1 | $9.51M | Sell |
158,677
-22,006
| -12% | -$1.23M | 0.14% | 193 |
|
|
2020
Q4 | $8.96M | Buy |
180,683
+49,085
| +37% | +$2.25M | 0.13% | 182 |
|
|
2020
Q3 | $5.29M | Buy |
131,598
+64,118
| +95% | +$2.73M | 0.08% | 190 |
|
|
2020
Q2 | $2.8M | Buy |
67,480
+15,145
| +29% | +$553K | 0.05% | 267 |
|
|
2020
Q1 | $1.64M | Sell |
52,335
-275,177
| -84% | -$13M | 0.03% | 337 |
|
|
2019
Q4 | $18M | Sell |
327,512
-206,202
| -39% | -$11.3M | 0.34% | 71 |
|
|
2019
Q3 | $30.5M | Sell |
533,714
-29,488
| -5% | -$1.66M | 0.4% | 66 |
|
|
2019
Q2 | $32.6M | Sell |
563,202
-21,196
| -4% | -$1.17M | 0.39% | 73 |
|
|
2019
Q1 | $29.3M | Buy |
+584,398
| New | +$29M | 0.37% | 76 |
|
|
2018
Q4 | – | Sell |
-33,436
| Closed | -$1.96M | – | 391 |
|
|
2018
Q3 | $1.96M | Buy |
33,436
+12,240
| +58% | +$682K | 0.03% | 321 |
|
|
2018
Q2 | $1.12M | Sell |
21,196
-11,554
| -35% | -$671K | 0.02% | 374 |
|
|
2018
Q1 | $1.99M | Buy |
32,750
+4,085
| +14% | +$269K | 0.03% | 297 |
|
|
2017
Q4 | $2.02M | Buy |
28,665
+5,127
| +22% | +$353K | 0.05% | 214 |
|
|
2017
Q3 | $1.51M | Buy |
23,538
+8,622
| +58% | +$555K | 0.04% | 237 |
|
|
2017
Q2 | $956K | Sell |
14,916
-22,032
| -60% | -$1.4M | 0.02% | 340 |
|
|
2017
Q1 | $2.33M | Buy |
36,948
+24,808
| +204% | +$1.51M | 0.06% | 168 |
|
|
2016
Q4 | $702K | Sell |
12,140
-25,457
| -68% | -$1.43M | 0.02% | 306 |
|
|
2016
Q3 | $1.94M | Buy |
37,597
+25,962
| +223% | +$1.21M | 0.07% | 152 |
|
|
2016
Q2 | $478K | Sell |
11,635
-13,874
| -54% | -$586K | 0.02% | 249 |
|
|
2016
Q1 | $1.01M | Buy |
+25,509
| New | +$981K | 0.04% | 189 |
|
|
2015
Q3 | – | Sell |
-7,020
| Closed | -$360K | – | 340 |
|
|
2015
Q2 | $360K | Buy |
+7,020
| New | +$364K | 0.01% | 223 |
|
Other funds holding PFG
NLI
Swiss Life Asset Management's PFG Position: Q2 2026 in Review
Swiss Life Asset Management reduced its Principal Financial Group (PFG) stake by 21% in Q2 2026, selling an estimated $1.71M and leaving 64,412 shares worth $6.94M. The position accounts for 0.03% of the portfolio, ranked #394.
Swiss Life Asset Management first reported a position in PFG in Q2 2015 and has held it in 42 quarters since. The position peaked at $49.5M in Q1 2025. 689 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Swiss Life Asset Management held 64,412 shares of Principal Financial Group worth $6.94M as of Q2 2026.
- Swiss Life Asset Management sold 16,804 Principal Financial Group shares in Q2 2026, an estimated $1.71M.
- Principal Financial Group made up 0.03% of Swiss Life Asset Management's portfolio in Q2 2026, its #394 holding.
- Swiss Life Asset Management first reported a position in Principal Financial Group in Q2 2015 and has held it in 42 quarters since.
- Swiss Life Asset Management's Principal Financial Group position peaked at $49.5M in Q1 2025.
- 689 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.