PRINCIPAL FINANCIAL GROUP INC

Position in LNC — Lincoln National Corp

CIK 1126328 DES MOINES, IA

Back to LNC Full portfolio

Position in LNC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$75,599,615

-$5,360,833 QoQ

Shares Held

2,138,603

-6.2% QoQ

Ownership

1.12%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#15

of 614 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LNC Over Time

Shares Held

Position Value (USD)

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

PRINCIPAL FINANCIAL GROUP INC holds $440,859,298 across 12 Insurance - Life names. LNC ranks #2 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNO	CNO Financial Group, Inc.	1,562,268	$79,644,422
2	LNC	Lincoln National Corp This page	2,138,603	$75,599,615
3	AFL	Aflac Inc	506,744	$59,415,733
4	MET	Metlife Inc	620,971	$52,540,354
5	PRU	Prudential Financial Inc	389,582	$42,047,585
6	JXN	Jackson Financial Inc.	336,994	$34,504,814
7	UNM	Unum Group	333,861	$29,847,173
8	PRI	Primerica, Inc.	70,813	$20,125,054

All Filings in LNC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$75,599,615	2,138,603	-6.2%	Shares	Defined	2026-08-04
2026-03-31	$80,960,448	2,280,576	-1.4%	Shares	Defined	2026-05-04
2025-12-31	$102,964,670	2,312,254	-0.9%	Shares	Defined	2026-02-02
2025-09-30	$94,073,112	2,332,584	-16.5%	Shares	Defined	2025-11-04
2025-06-30	$96,653,300	2,793,448	-7.4%	Shares	Defined	2025-08-08
2025-03-31	$108,319,425	3,016,414	-4.1%	Shares	Defined	2025-04-28
2024-12-31	$99,716,818	3,144,649	-5.0%	Shares	Defined	2025-01-31
2024-09-30	$104,280,863	3,309,453	+7.2%	Shares	Defined	2024-10-31
2024-06-30	$95,984,676	3,086,324	+59.2%	Shares	Defined	2024-07-29
2024-03-31	$61,894,004	1,938,428	+10.4%	Shares	Defined	2024-04-29
2023-12-31	$47,370,835	1,756,427	-0.1%	Shares	Defined	2024-02-07
2023-09-30	$43,423,635	1,758,754	+82.1%	Shares	Defined	2023-11-02
2023-06-30	$24,880,397	965,854	-0.5%	Shares	Defined	2023-08-07
2023-03-31	$21,820,346	971,088	+417.7%	Shares	Defined	2023-05-09
2022-12-31	$5,762,395	187,578	-3.7%	Shares	Defined	2023-02-09
2022-09-30	$8,553,008	194,785	-5.4%	Shares	Defined	2022-11-09
2022-06-30	$9,630,691	205,916	-1.2%	Shares	Defined	2022-08-10
2022-03-31	$13,622,592	208,424	-0.5%	Shares	Defined	2022-05-09
2021-12-31	$14,301,492	209,515	-7.0%	Shares	Defined	2022-02-09
2021-09-30	$15,494,462	225,374	+0.6%	Shares	Defined	2021-11-09
2021-06-30	$14,084,266	224,129	+1.4%	Shares	Defined	2021-08-10
2021-03-31	$13,762,167	221,008	-7.8%	Shares	Defined	2021-05-10
2020-12-31	$12,056,640	239,647	-7.1%	Shares	Defined	2021-02-23
2020-09-30	$8,082,763	257,988	-11.2%	Shares	Defined	2020-11-06
2020-06-30	$10,688,082	290,516	-1.5%	Shares	Defined	2020-08-05
2020-03-31	$7,760,108	294,837	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.