PRINCIPAL FINANCIAL GROUP INC
Holdings in LPLA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $690,939,291 | 1,934,483 | Shares | Defined | 2026-02-02 |
| 2025-09-30 | $655,406,284 | 1,970,021 | Shares | Defined | 2025-11-04 |
| 2025-06-30 | $598,806,089 | 1,596,944 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $339,794,754 | 1,038,683 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $21,833,396 | 66,869 | Shares | Defined | 2025-01-31 |
| 2024-06-30 | $6,137,337 | 21,974 | Shares | Defined | 2024-07-29 |
| 2024-03-31 | $3,926,539 | 14,862 | Shares | Defined | 2024-04-29 |
| 2023-12-31 | $3,441,613 | 15,120 | Shares | Defined | 2024-02-07 |
| 2023-09-30 | $3,831,868 | 16,124 | Shares | Defined | 2023-11-02 |
| 2023-06-30 | $3,434,958 | 15,798 | Shares | Defined | 2023-08-07 |
| 2023-03-31 | $2,081,683 | 10,285 | Shares | Defined | 2023-05-09 |
| 2022-12-31 | $2,218,768 | 10,264 | Shares | Defined | 2023-02-09 |
| 2022-09-30 | $6,477,931 | 29,650 | Shares | Defined | 2022-11-09 |
| 2022-06-30 | $6,143,368 | 33,301 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $3,069,936 | 16,805 | Shares | Defined | 2022-05-09 |
| 2021-12-31 | $3,087,655 | 19,287 | Shares | Defined | 2022-02-09 |
| 2021-09-30 | $4,147,398 | 26,457 | Shares | Defined | 2021-11-09 |
| 2021-06-30 | $4,049,399 | 30,000 | Shares | Defined | 2021-08-10 |
| 2020-09-30 | $8,357,643 | 109,008 | Shares | Defined | 2020-11-06 |
| 2020-06-30 | $13,496,011 | 172,143 | Shares | Defined | 2020-08-05 |
| 2020-03-31 | $9,352,271 | 171,822 | Shares | Defined | 2020-05-12 |