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Swiss Life Asset Management Ltd → PFG
Swiss Life Asset Management Ltd PFG Position History
Principal Financial Group, Inc. • Financial Services
Quarters held
66
Latest value
$5.1M
Q3 2026
Peak value
$48.8M
First seen
Q2 2015
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2015 | $360K |
| Q1 2016 | $1M |
| Q2 2016 | $478K |
| Q3 2016 | $1.9M |
| Q4 2016 | $702K |
| Q1 2017 | $2.3M |
| Q2 2017 | $956K |
| Q3 2017 | $1.5M |
| Q4 2017 | $2M |
| Q1 2018 | $2M |
| Q2 2018 | $1.1M |
| Q3 2018 | $2M |
| Q1 2019 | $29.3M |
| Q2 2019 | $191K |
| Q2 2019 | $32.4M |
| Q3 2019 | $29M |
| Q3 2019 | $1.5M |
| Q4 2019 | $144K |
| Q4 2019 | $17.9M |
| Q1 2020 | $1.5M |
| Q1 2020 | $109K |
| Q2 2020 | $2.7M |
| Q2 2020 | $118K |
| Q3 2020 | $482K |
| Q3 2020 | $4.8M |
| Q4 2020 | $8M |
| Q4 2020 | $925K |
| Q1 2021 | $9.5M |
| Q2 2021 | $708K |
| Q2 2021 | $11.8M |
| Q3 2021 | $13.6M |
| Q4 2021 | $15.1M |
| Q1 2022 | $13.6M |
| Q2 2022 | $9.9M |
| Q3 2022 | $11.7M |
| Q4 2022 | $12.4M |
| Q4 2022 | $153K |
| Q1 2023 | $150K |
| Q1 2023 | $7.4M |
| Q2 2023 | $205K |
| Q2 2023 | $5.4M |
| Q3 2023 | $188K |
| Q3 2023 | $4.6M |
| Q4 2023 | $3.9M |
| Q4 2023 | $333K |
| Q1 2024 | $14.5M |
| Q2 2024 | $546K |
| Q2 2024 | $13.4M |
| Q3 2024 | $550K |
| Q3 2024 | $14.6M |
| Q4 2024 | $44.4M |
| Q4 2024 | $715K |
| Q1 2025 | $720K |
| Q1 2025 | $48.8M |
| Q2 2025 | $46M |
| Q2 2025 | $636K |
| Q3 2025 | $47.5M |
| Q3 2025 | $1.7M |
| Q4 2025 | $2.1M |
| Q4 2025 | $2.8M |
| Q1 2026 | $2.1M |
| Q1 2026 | $8.2M |
| Q2 2026 | $672K |
| Q2 2026 | $6.3M |
| Q3 2026 | $856K |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 45.9K | — | — |
| Q3 2026 | $856K | 7.7K | — | — |
| Q2 2026 | $6.3M | 58.2K | — | — |
| Q2 2026 | $672K | 6.2K | — | — |
| Q1 2026 | $8.2M | 58.4K | — | — |
| Q1 2026 | $2.1M | 22.9K | — | — |
| Q4 2025 | $2.8M | 32.0K | — | — |
| Q4 2025 | $2.1M | 24.2K | — | — |
| Q3 2025 | $1.7M | 21.0K | — | — |
| Q3 2025 | $47.5M | 573.3K | — | — |
| Q2 2025 | $636K | 8.0K | — | — |
| Q2 2025 | $46M | 578.7K | — | — |
| Q1 2025 | $48.8M | 578.3K | — | — |
| Q1 2025 | $720K | 8.5K | — | — |
| Q4 2024 | $715K | 9.2K | — | — |
| Q4 2024 | $44.4M | 573.9K | — | — |
| Q3 2024 | $14.6M | 169.7K | — | — |
| Q3 2024 | $550K | 6.4K | — | — |
| Q2 2024 | $13.4M | 170.7K | — | — |
| Q2 2024 | $546K | 7.0K | — | — |
| Q1 2024 | $14.5M | 168.2K | — | — |
| Q4 2023 | $333K | 4.2K | — | — |
| Q4 2023 | $3.9M | 49.9K | — | — |
| Q3 2023 | $4.6M | 63.4K | — | — |
| Q3 2023 | $188K | 2.6K | — | — |
| Q2 2023 | $5.4M | 71.4K | — | — |
| Q2 2023 | $205K | 2.7K | — | — |
| Q1 2023 | $7.4M | 99.8K | — | — |
| Q1 2023 | $150K | 2.0K | — | — |
| Q4 2022 | $153K | 1.8K | — | — |
| Q4 2022 | $12.4M | 147.8K | — | — |
| Q3 2022 | $11.7M | 162.6K | — | — |
| Q2 2022 | $9.9M | 148.0K | — | — |
| Q1 2022 | $13.6M | 185.2K | — | — |
| Q4 2021 | $15.1M | 209.2K | — | — |
| Q3 2021 | $13.6M | 211.4K | — | — |
| Q2 2021 | $11.8M | 186.3K | — | — |
| Q2 2021 | $708K | 11.7K | — | — |
| Q1 2021 | $9.5M | 158.7K | — | — |
| Q4 2020 | $925K | 18.7K | — | — |
| Q4 2020 | $8M | 162.0K | — | — |
| Q3 2020 | $4.8M | 119.6K | — | — |
| Q3 2020 | $482K | 12.0K | — | — |
| Q2 2020 | $118K | 2.8K | — | — |
| Q2 2020 | $2.7M | 64.6K | — | — |
| Q1 2020 | $109K | 3.5K | — | — |
| Q1 2020 | $1.5M | 48.9K | — | — |
| Q4 2019 | $17.9M | 324.9K | — | — |
| Q4 2019 | $144K | 2.6K | — | — |
| Q3 2019 | $1.5M | 25.6K | — | — |
| Q3 2019 | $29M | 508.1K | — | — |
| Q2 2019 | $32.4M | 559.9K | — | — |
| Q2 2019 | $191K | 3.3K | — | — |
| Q1 2019 | $29.3M | 584.4K | — | — |
| Q3 2018 | $2M | 33.4K | — | — |
| Q2 2018 | $1.1M | 21.2K | — | — |
| Q1 2018 | $2M | 32.8K | — | — |
| Q4 2017 | $2M | 28.7K | — | — |
| Q3 2017 | $1.5M | 23.5K | — | — |
| Q2 2017 | $956K | 14.9K | — | — |
| Q1 2017 | $2.3M | 36.9K | — | — |
| Q4 2016 | $702K | 12.1K | — | — |
| Q3 2016 | $1.9M | 37.6K | — | — |
| Q2 2016 | $478K | 11.6K | — | — |
| Q1 2016 | $1M | 25.5K | — | — |
| Q2 2015 | $360K | 7.0K | — | — |