PRINCIPAL FINANCIAL GROUP INC

Position in MS — Morgan Stanley

CIK 1126328 DES MOINES, IA

Back to MS Full portfolio

Position in MS

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$497,324,943

-$61,775,432 QoQ

Shares Held

3,021,966

-4.0% QoQ

Ownership

0.192%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

PRINCIPAL FINANCIAL GROUP INC holds $2,399,181,934 across 30 Capital Markets names. MS ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	2,636,544	$793,151,530
2	MS	Morgan Stanley This page	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 MS

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$497,324,943	3,021,966	-4.0%	Shares	Defined	2026-05-04
2025-12-31	$559,100,375	3,149,329	-13.7%	Shares	Defined	2026-02-02
2025-09-30	$579,858,579	3,647,827	-9.3%	Shares	Defined	2025-11-04
2025-06-30	$566,405,242	4,021,051	-1.2%	Shares	Defined	2025-08-08
2025-03-31	$474,761,380	4,069,267	-4.0%	Shares	Defined	2025-04-28
2024-12-31	$532,698,896	4,237,185	-10.1%	Shares	Sole	2025-01-31
2024-09-30	$491,158,551	4,711,805	+0.8%	Shares	Sole	2024-10-31
2024-06-30	$454,429,823	4,675,685	+0.1%	Shares	Defined	2024-07-29
2024-03-31	$439,641,419	4,669,089	-6.1%	Shares	Defined	2024-04-29
2023-12-31	$463,783,070	4,973,545	-3.5%	Shares	Defined	2024-02-07
2023-09-30	$420,794,791	5,152,379	-2.6%	Shares	Defined	2023-11-02
2023-06-30	$451,802,379	5,290,426	-0.8%	Shares	Defined	2023-08-07
2023-03-31	$468,340,212	5,334,171	+1.2%	Shares	Defined	2023-05-09
2022-12-31	$448,238,616	5,272,155	-0.7%	Shares	Defined	2023-02-09
2022-09-30	$419,558,190	5,310,191	+9.3%	Shares	Defined	2022-11-09
2022-06-30	$369,554,242	4,858,720	-0.9%	Shares	Defined	2022-08-10
2022-03-31	$428,556,372	4,903,391	+38.9%	Shares	Defined	2022-05-09
2021-12-31	$346,544,063	3,530,400	-5.1%	Shares	Defined	2022-02-09
2021-09-30	$362,030,663	3,720,385	-0.4%	Shares	Defined	2021-11-09
2021-06-30	$342,489,747	3,735,301	-9.3%	Shares	Defined	2021-08-10
2020-12-31	$282,150,550	4,117,183	+9.6%	Shares	Defined	2021-02-23
2020-09-30	$181,553,814	3,754,991	-2.2%	Shares	Defined	2020-11-06
2020-06-30	$185,505,036	3,840,684	+6.9%	Shares	Defined	2020-08-05
2020-03-31	$122,170,160	3,593,240	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.