Position in MC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$20,625,906
-$3,699,323 QoQ
Shares Held
361,858
+2.3% QoQ
Ownership
0.461%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,399,181,934 across 30 Capital Markets names. MC ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,636,544 | $793,151,530 | |
| 2 | MS |
Morgan Stanley
|
3,021,966 | $497,324,943 | |
| 3 | GS |
Goldman Sachs Group Inc
|
346,674 | $293,282,736 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,851,720 | $268,004,644 | |
| 5 | SF |
Stifel Financial Corp
|
1,075,067 | $79,468,952 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
890,302 | $61,697,928 | |
| 7 | LAZ |
Lazard, Inc.
|
1,267,322 | $53,835,837 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
2,957,456 | $36,554,155 |
All Filings in MC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,625,906 | 361,858 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $24,325,229 | 353,873 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $25,582,126 | 358,695 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $22,935,878 | 368,034 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $20,569,915 | 352,466 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $25,449,221 | 344,467 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $22,839,178 | 333,370 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $19,883,486 | 349,692 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $19,693,910 | 346,907 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $44,721,913 | 796,756 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $35,797,250 | 793,203 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $36,712,612 | 809,718 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $16,164,019 | 420,500 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $18,223,446 | 474,940 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $17,978,568 | 531,753 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $10,526,871 | 267,519 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $13,114,214 | 279,323 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $15,245,188 | 243,884 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $9,099,405 | 147,073 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $8,233,802 | 144,732 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $625,648 | 13,380 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $280,276 | 7,976 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $271,902 | 8,726 | Shares | Defined | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||