PRINCIPAL FINANCIAL GROUP INC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1126328
DES MOINES, IA
Position in IBKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$47,424,787
+$13,326,333 QoQ
Shares Held
544,862
+7.2% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#107
of 1,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,624,731,102 across 28 Capital Markets names. IBKR ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,684,964 | $756,300,657 | |
| 2 | MS |
Morgan Stanley
|
2,836,822 | $593,009,270 | |
| 3 | GS |
Goldman Sachs Group Inc
|
341,329 | $345,209,910 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,741,997 | $253,004,061 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
864,507 | $86,692,761 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
2,669,062 | $73,078,916 | |
| 7 | SF |
Stifel Financial Corp
|
1,023,213 | $71,389,570 | |
| 8 | SNEX |
StoneX Group Inc.
|
677,814 | $53,547,305 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,424,787 | 544,862 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $34,098,454 | 508,401 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $32,977,781 | 512,794 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $34,535,188 | 501,892 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $73,137,265 | 1,319,929 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $59,392,992 | 358,675 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $63,889,348 | 361,631 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $51,034,189 | 366,204 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $56,413,777 | 460,145 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $62,546,540 | 559,901 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $39,878,961 | 481,049 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $49,730,363 | 574,519 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $46,023,105 | 554,028 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $47,659,162 | 577,267 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $35,997,887 | 497,552 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $25,556,202 | 399,878 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $18,973,608 | 344,912 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $19,537,635 | 296,429 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $23,544,296 | 296,453 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $18,789,587 | 301,405 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $18,477,819 | 281,117 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $20,246,541 | 277,198 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $14,542,456 | 238,714 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $11,305,835 | 233,930 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $9,829,316 | 235,320 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $9,792,337 | 226,832 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||