PRINCIPAL FINANCIAL GROUP INC
Position in JEF — Jefferies Financial Group Inc.
CIK 1126328
DES MOINES, IA
Position in JEF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$18,552,774
+$3,294,844 QoQ
Shares Held
371,204
+0.4% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF 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. JEF ranks #19 (0.7% 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 JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,552,774 | 371,204 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $15,257,930 | 369,710 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $22,516,798 | 363,350 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $96,514,060 | 1,475,299 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $86,074,238 | 1,573,857 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $85,057,319 | 1,587,779 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $129,034,168 | 1,645,844 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $98,400,168 | 1,598,703 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $83,128,258 | 1,670,584 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $75,297,794 | 1,707,433 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $60,929,024 | 1,507,771 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $46,337,022 | 1,265,002 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $23,291,708 | 702,192 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $22,785,606 | 717,883 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $24,690,365 | 720,255 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $21,448,671 | 727,073 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $20,886,943 | 756,224 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $24,020,644 | 731,221 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $27,629,952 | 712,112 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $26,768,551 | 720,942 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $27,783,716 | 812,389 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $23,543,986 | 782,192 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $15,239,230 | 619,480 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $11,689,100 | 649,395 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $12,148,985 | 781,283 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $10,558,010 | 772,351 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||