Swiss National Bank’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 | $65.9M | Sell |
611,500
-33,300
| -5% | -$3.38M | 0.03% | 382 |
|
|
2026
Q1 | $58.1M | Buy |
644,800
+33,900
| +6% | +$3.1M | 0.03% | 399 |
|
|
2025
Q4 | $53.9M | Sell |
610,900
-35,400
| -5% | -$2.99M | 0.03% | 410 |
|
|
2025
Q3 | $53.6M | Sell |
646,300
-34,700
| -5% | -$2.77M | 0.03% | 417 |
|
|
2025
Q2 | $54.1M | Buy |
681,000
+35,900
| +6% | +$2.76M | 0.03% | 417 |
|
|
2025
Q1 | $54.4M | Sell |
645,100
-9,100
| -1% | -$757K | 0.04% | 382 |
|
|
2024
Q4 | $50.6M | Sell |
654,200
-41,700
| -6% | -$3.51M | 0.03% | 410 |
|
|
2024
Q3 | $59.8M | Sell |
695,900
-300
| -0% | -$24.2K | 0.04% | 390 |
|
|
2024
Q2 | $54.6M | Sell |
696,200
-17,800
| -2% | -$1.45M | 0.04% | 382 |
|
|
2024
Q1 | $61.6M | Sell |
714,000
-42,400
| -6% | -$3.4M | 0.04% | 364 |
|
|
2023
Q4 | $59.5M | Sell |
756,400
-24,500
| -3% | -$1.77M | 0.04% | 368 |
|
|
2023
Q3 | $56.3M | Sell |
780,900
-96,700
| -11% | -$7.51M | 0.04% | 360 |
|
|
2023
Q2 | $66.6M | Sell |
877,600
-93,500
| -10% | -$6.74M | 0.05% | 369 |
|
|
2023
Q1 | $72.2M | Sell |
971,100
-41,900
| -4% | -$3.56M | 0.05% | 353 |
|
|
2022
Q4 | $85M | Sell |
1,013,000
-82,016
| -7% | -$7.04M | 0.06% | 311 |
|
|
2022
Q3 | $79M | Sell |
1,095,016
-38,100
| -3% | -$2.74M | 0.06% | 323 |
|
|
2022
Q2 | $75.7M | Sell |
1,133,116
-15,000
| -1% | -$1.06M | 0.05% | 347 |
|
|
2022
Q1 | $84.3M | Buy |
1,148,116
+128,000
| +13% | +$9.27M | 0.05% | 363 |
|
|
2021
Q4 | $73.8M | Sell |
1,020,116
-55,600
| -5% | -$3.88M | 0.04% | 389 |
|
|
2021
Q3 | $69.3M | Sell |
1,075,716
-36,000
| -3% | -$2.31M | 0.04% | 406 |
|
|
2021
Q2 | $70.2M | Buy |
1,111,716
+56,302
| +5% | +$3.6M | 0.04% | 421 |
|
|
2021
Q1 | $63.3M | Buy |
1,055,414
+18,300
| +2% | +$1.02M | 0.04% | 430 |
|
|
2020
Q4 | $51.5M | Sell |
1,037,114
-28,900
| -3% | -$1.32M | 0.04% | 470 |
|
|
2020
Q3 | $42.9M | Sell |
1,066,014
-20,300
| -2% | -$865K | 0.03% | 461 |
|
|
2020
Q2 | $45.1M | Buy |
1,086,314
+8,500
| +0.8% | +$310K | 0.04% | 428 |
|
|
2020
Q1 | $33.8M | Buy |
1,077,814
+198,700
| +23% | +$9.4M | 0.04% | 445 |
|
|
2019
Q4 | $48.3M | Sell |
879,114
-40,600
| -4% | -$2.22M | 0.05% | 377 |
|
|
2019
Q3 | $52.6M | Buy |
919,714
+10,351
| +1% | +$583K | 0.06% | 349 |
|
|
2019
Q2 | $52.6M | Sell |
909,363
-35,000
| -4% | -$1.93M | 0.06% | 345 |
|
|
2019
Q1 | $47.4M | Buy |
944,363
+18,800
| +2% | +$932K | 0.05% | 369 |
|
|
2018
Q4 | $40.7M | Buy |
925,563
+11,400
| +1% | +$561K | 0.05% | 354 |
|
|
2018
Q3 | $53.6M | Sell |
914,163
-41,200
| -4% | -$2.3M | 0.06% | 330 |
|
|
2018
Q2 | $50.6M | Buy |
955,363
+29,000
| +3% | +$1.69M | 0.06% | 343 |
|
|
2018
Q1 | $56.4M | Sell |
926,363
-137,000
| -13% | -$9.01M | 0.07% | 298 |
|
|
2017
Q4 | $75M | Buy |
1,063,363
+2,400
| +0.2% | +$165K | 0.08% | 260 |
|
|
2017
Q3 | $68.3M | Buy |
1,060,963
+10,700
| +1% | +$688K | 0.08% | 272 |
|
|
2017
Q2 | $67.3M | Buy |
1,050,263
+30,900
| +3% | +$1.96M | 0.08% | 268 |
|
|
2017
Q1 | $64.3M | Buy |
1,019,363
+218,400
| +27% | +$13.3M | 0.08% | 270 |
|
|
2016
Q4 | $46.3M | Sell |
800,963
-2,000
| -0.2% | -$112K | 0.07% | 297 |
|
|
2016
Q3 | $41.4M | Sell |
802,963
-14,400
| -2% | -$673K | 0.07% | 318 |
|
|
2016
Q2 | $33.6M | Buy |
817,363
+56,700
| +7% | +$2.39M | 0.05% | 374 |
|
|
2016
Q1 | $28.8M | Buy |
760,663
+225,200
| +42% | +$8.66M | 0.05% | 371 |
|
|
2015
Q4 | $24.1M | Buy |
535,463
+9,500
| +2% | +$464K | 0.06% | 336 |
|
|
2015
Q3 | $24.9M | Buy |
525,963
+51,300
| +11% | +$2.66M | 0.06% | 320 |
|
|
2015
Q2 | $24.3M | Buy |
474,663
+28,100
| +6% | +$1.46M | 0.06% | 329 |
|
|
2015
Q1 | $22.9M | Buy |
446,563
+174,200
| +64% | +$8.75M | 0.06% | 337 |
|
|
2014
Q4 | $14.1M | Sell |
272,363
-10,100
| -4% | -$524K | 0.05% | 349 |
|
|
2014
Q3 | $14.8M | Sell |
282,463
-5,600
| -2% | -$293K | 0.06% | 330 |
|
|
2014
Q2 | $14.5M | Buy |
288,063
+2,700
| +0.9% | +$127K | 0.05% | 345 |
|
|
2014
Q1 | $13.1M | Sell |
285,363
-28,300
| -9% | -$1.3M | 0.05% | 350 |
|
|
2013
Q4 | $15.5M | Sell |
313,663
-4,100
| -1% | -$195K | 0.06% | 326 |
|
|
2013
Q3 | $13.6M | Buy |
317,763
+5,600
| +2% | +$234K | 0.06% | 349 |
|
|
2013
Q2 | $11.7M | Buy |
+312,163
| New | +$11.4M | 0.05% | 361 |
|
Other funds holding PFG
NLI
Swiss National Bank's PFG Position: Q2 2026 in Review
Swiss National Bank reduced its Principal Financial Group (PFG) stake by 5.2% in Q2 2026, selling an estimated $3.38M and leaving 611,500 shares worth $65.9M. The position accounts for 0.03% of the portfolio, ranked #382.
Swiss National Bank first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $85M in Q4 2022. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Swiss National Bank held 611,500 shares of Principal Financial Group worth $65.9M as of Q2 2026.
- Swiss National Bank sold 33,300 Principal Financial Group shares in Q2 2026, an estimated $3.38M.
- Principal Financial Group made up 0.03% of Swiss National Bank's portfolio in Q2 2026, its #382 holding.
- Swiss National Bank first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
- Swiss National Bank's Principal Financial Group position peaked at $85M in Q4 2022.
- 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Swiss National Bank's 13F filing for Q2 2026, filed 11 Aug 2026.