Position in PBI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$7,977,514
-$3,064,225 QoQ
Shares Held
721,947
-30.9% QoQ
Ownership
0.533%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PBI Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $471,164,651 across 10 Integrated Freight & Logistics names. PBI ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPD |
Expeditors International Of Washington Inc
|
1,074,726 | $153,933,004 | |
| 2 | FDX |
Fedex Corp
|
253,109 | $90,152,370 | |
| 3 | UPS |
United Parcel Service Inc
|
821,279 | $80,797,427 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
434,580 | $72,170,699 | |
| 5 | GXO |
GXO Logistics, Inc.
|
441,282 | $22,880,471 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
87,985 | $18,644,021 | |
| 7 | LSTR |
Landstar System Inc
|
76,048 | $12,191,254 | |
| 8 | HUBG |
Hub Group, Inc.
|
294,418 | $10,610,823 |
All Filings in PBI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,977,514 | 721,947 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $11,041,739 | 1,044,630 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $11,199,405 | 981,543 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $10,432,741 | 956,255 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $7,133,237 | 788,203 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $5,563,020 | 768,373 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $5,259,907 | 737,715 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $3,911,050 | 769,892 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $3,474,819 | 802,499 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $3,523,053 | 800,694 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $2,486,555 | 823,363 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $3,304,394 | 933,445 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $3,812,319 | 980,031 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $3,799,638 | 999,905 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $2,339,636 | 1,004,136 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $3,705,999 | 1,023,757 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $5,844,321 | 1,123,908 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $7,499,298 | 1,131,116 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $9,558,310 | 1,325,702 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $12,322,936 | 1,405,124 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $8,108,420 | 1,316,302 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $8,415,685 | 1,584,875 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $3,866,347 | 1,487,057 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $2,894,532 | 1,418,889 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||