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
Q3 		$627K Buy
5,602
+2,901
+107% +$328K ﹤0.01% 998
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% -$9.8K ﹤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

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vontobel Holding's PFG Position: Q3 2026 in Review

Vontobel Holding increased its Principal Financial Group (PFG) stake by 107% in Q3 2026, buying an estimated $328K and bringing the position to 5,602 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Vontobel Holding first reported a position in PFG in Q4 2020 and has held it in 24 quarters since. The position peaked at $763K in Q4 2022. 725 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Vontobel Holding held 5,602 shares of Principal Financial Group worth $627K as of Q3 2026.
  • Vontobel Holding bought 2,901 Principal Financial Group shares in Q3 2026, an estimated $328K.
  • Principal Financial Group made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #998 holding.
  • Vontobel Holding first reported a position in Principal Financial Group in Q4 2020 and has held it in 24 quarters since.
  • Vontobel Holding's Principal Financial Group position peaked at $763K in Q4 2022.
  • 725 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.