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Equibles

PRINCIPAL FINANCIAL GROUP INC

Position in LAZ — Lazard, Inc.

CIK 1126328 DES MOINES, IA
Back to LAZ Full portfolio

Position in LAZ

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$47,740,930
-$6,094,907 QoQ
Shares Held
1,138,315
-10.2% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#22
of 343 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LAZ Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

PRINCIPAL FINANCIAL GROUP INC holds $2,624,731,102 across 28 Capital Markets names. LAZ ranks #10 (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 LAZ

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $47,740,930 1,138,315
2026-03-31 $53,835,837 1,267,322
2025-12-31 $71,881,813 1,480,268
2025-09-30 $83,832,637 1,588,341
2025-06-30 $85,326,576 1,778,378
2025-03-31 $77,258,326 1,784,257
2024-12-31 $99,863,682 1,939,854
2024-09-30 $113,357,467 2,250,049
2024-06-30 $78,030,526 2,043,754
2024-03-31 $82,227,026 1,963,865