PRINCIPAL FINANCIAL GROUP INC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1126328
DES MOINES, IA
Position in LPLA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$756,300,657
-$36,850,873 QoQ
Shares Held
2,684,964
+1.8% QoQ
Ownership
3.41%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#7
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA 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. LPLA ranks #1 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
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 LPLA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $756,300,657 | 2,684,964 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $793,151,530 | 2,636,544 | Shares | Defined | 2026-05-04 | |
| 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 | |
| 2024-09-30 | $5,912,988 | 25,418 | Shares | Defined | 2024-10-31 | |
| 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 | |
| 2021-03-31 | $20,974,854 | 147,544 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $12,987,791 | 124,619 | Shares | Defined | 2021-02-23 | |
| 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 | $9,352,270 | 171,822 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||