Position in PFG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$22,530,762
+$4,051,634 QoQ
Shares Held
209,044
+1.9% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#78
of 941 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Swedbank AB holds $431,965,051 across 16 Asset Management names. PFG ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
254,201 | $116,617,250 | |
| 2 | BLK |
BlackRock, Inc.
|
85,642 | $82,349,921 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
1,591,618 | $62,152,682 | |
| 4 | APO |
Apollo Global Management, Inc.
|
236,231 | $27,948,488 | |
| 5 | BX |
Blackstone Inc.
|
231,029 | $27,185,182 | |
| 6 | STT |
State Street Corp
|
145,358 | $24,652,716 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
209,044 | $22,530,762 | |
| 8 | VCTR |
Victory Capital Holdings, Inc.
|
250,000 | $21,015,000 |
All Filings in PFG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,530,762 | 209,044 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $18,479,128 | 205,073 | Shares | Defined | 2026-04-29 | |
| 2025-09-30 | $17,085,512 | 206,073 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $15,678,369 | 197,386 | Shares | Defined | 2025-07-10 | |
| 2024-12-31 | $12,552,650 | 162,158 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $13,929,372 | 162,158 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $12,721,295 | 162,158 | Shares | Defined | 2024-07-11 | |
| 2024-03-31 | $13,995,856 | 162,158 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $12,756,969 | 162,158 | Shares | Defined | 2024-12-06 | |
| 2023-09-30 | $13,230,754 | 183,582 | Shares | Defined | 2024-12-06 | |
| 2023-06-30 | $15,559,486 | 205,162 | Shares | Defined | 2024-12-06 | |
| 2023-03-31 | $15,247,639 | 205,162 | Shares | Defined | 2024-12-06 | |
| 2022-12-31 | $17,554,217 | 209,178 | Shares | Defined | 2024-12-06 | |
| 2022-09-30 | $13,126,754 | 181,937 | Shares | Defined | 2024-12-06 | |
| 2022-06-30 | $12,151,572 | 181,937 | Shares | Defined | 2024-12-06 | |
| 2022-03-31 | $20,221,959 | 275,466 | Shares | Defined | 2024-12-06 | |
| 2021-12-31 | $19,924,455 | 275,466 | Shares | Defined | 2024-12-06 | |
| 2021-09-30 | $17,797,648 | 276,361 | Shares | Defined | 2024-12-06 | |
| 2021-06-30 | $17,463,251 | 276,361 | Shares | Defined | 2024-12-06 | |
| 2021-03-31 | $14,830,566 | 247,341 | Shares | Defined | 2024-12-06 | |
| No filing history on record for this holder in this stock. | ||||||