Position in BGC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$17,368,184
+$2,023,248 QoQ
Shares Held
1,775,888
+3.3% QoQ
Ownership
0.371%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BGC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,399,181,934 across 30 Capital Markets names. BGC ranks #17 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,636,544 | $793,151,530 | |
| 2 | MS |
Morgan Stanley
|
3,021,966 | $497,324,943 | |
| 3 | GS |
Goldman Sachs Group Inc
|
346,674 | $293,282,736 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,851,720 | $268,004,644 | |
| 5 | SF |
Stifel Financial Corp
|
1,075,067 | $79,468,952 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
890,302 | $61,697,928 | |
| 7 | LAZ |
Lazard, Inc.
|
1,267,322 | $53,835,837 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
2,957,456 | $36,554,155 |
All Filings in BGC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,368,184 | 1,775,888 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $15,344,936 | 1,718,358 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $26,292,867 | 2,779,373 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $29,942,196 | 2,926,901 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $30,071,877 | 3,279,376 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $27,809,524 | 3,069,484 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $24,258,223 | 2,642,508 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $25,915,720 | 3,122,376 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $21,719,402 | 2,795,290 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,045,636 | 144,825 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $580,345 | 109,914 | Shares | Defined | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||