Vontobel Holding
PFG icon

Vontobel Holding’s Principal Financial Group PFG Stock Holding History

Vontobel Holding’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 		$291K Sell
2,701
-3,401
-56% -$345K ﹤0.01% 1242
2026
Q1 		$550K Hold
6,102
– – ﹤0.01% 818
2025
Q4 		$538K Sell
6,102
-27
-0.4% -$2.28K ﹤0.01% 963
2025
Q3 		$508K Sell
6,129
-350
-5% -$28K ﹤0.01% 942
2025
Q2 		$515K Buy
6,479
+377
+6% +$28.9K ﹤0.01% 888
2025
Q1 		$515K Sell
6,102
-545
-8% -$45.3K ﹤0.01% 778
2024
Q4 		$515K Hold
6,647
– – ﹤0.01% 784
2024
Q3 		$571K Hold
6,647
– – ﹤0.01% 754
2024
Q2 		$521K Sell
6,647
-307
-4% -$24.9K ﹤0.01% 751
2024
Q1 		$600K Sell
6,954
-122
-2% -$9.79K ﹤0.01% 719
2023
Q4 		$557K Sell
7,076
-1,212
-15% -$87.8K ﹤0.01% 771
2023
Q3 		$597K Sell
8,288
-1,500
-15% -$116K 0.01% 715
2023
Q2 		$742K Sell
9,788
-374
-4% -$27K 0.01% 684
2023
Q1 		$755K Buy
10,162
+1,119
+12% +$94.9K 0.01% 667
2022
Q4 		$763K Buy
9,043
+5,117
+130% +$439K 0.01% 642
2022
Q3 		$280K Sell
3,926
-706
-15% -$50.7K ﹤0.01% 870
2022
Q2 		$313K Sell
4,632
-615
-12% -$43.3K ﹤0.01% 834
2022
Q1 		$391K Sell
5,247
-406
-7% -$29.4K ﹤0.01% 857
2021
Q4 		$408K Buy
5,653
+916
+19% +$63.9K ﹤0.01% 854
2021
Q3 		$305K Buy
4,737
+924
+24% +$59.3K ﹤0.01% 936
2021
Q2 		$240K Sell
3,813
-419
-10% -$26.8K ﹤0.01% 992
2021
Q1 		$254K Hold
4,232
– – ﹤0.01% 862
2020
Q4 		$229K Buy
+4,232
New +$194K ﹤0.01% 870

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Vontobel Holding's PFG Position: Q2 2026 in Review

Vontobel Holding reduced its Principal Financial Group (PFG) stake by 56% in Q2 2026, selling an estimated $345K and leaving 2,701 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Vontobel Holding first reported a position in PFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $763K in Q4 2022. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Vontobel Holding held 2,701 shares of Principal Financial Group worth $291K as of Q2 2026.
  • Vontobel Holding sold 3,401 Principal Financial Group shares in Q2 2026, an estimated $345K.
  • Principal Financial Group made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1242 holding.
  • Vontobel Holding first reported a position in Principal Financial Group in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Principal Financial Group position peaked at $763K in Q4 2022.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.