WEDGE CAPITAL MANAGEMENT L L P/NC
Position in PFG — Principal Financial Group Inc
CIK 1015308
CHARLOTTE, NC
Position in PFG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$37,415,395
+$2,240,777 QoQ
Shares Held
347,146
-11.1% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#55
of 941 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WEDGE CAPITAL MANAGEMENT L L P/NC holds $225,374,059 across 13 Asset Management names. PFG ranks #1 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
347,146 | $37,415,395 | |
| 2 | TROW |
Price T Rowe Group Inc
|
321,452 | $36,545,877 | |
| 3 | STT |
State Street Corp
|
208,736 | $35,401,625 | |
| 4 | BEN |
Franklin Resources Inc
|
1,048,237 | $34,874,844 | |
| 5 | AMP |
Ameriprise Financial Inc
|
73,833 | $33,871,627 | |
| 6 | IVZ |
Invesco Ltd.
|
1,208,058 | $31,880,650 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
82,636 | $3,626,067 | |
| 8 | CRBG |
Corebridge Financial, Inc.
|
126,102 | $3,610,300 |
All Filings in PFG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,415,395 | 347,146 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $35,174,618 | 390,352 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $36,332,552 | 411,887 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,680,894 | 32,335 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,421,661 | 30,488 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,403,616 | 28,489 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,011,189 | 25,981 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,138,136 | 24,891 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,865,619 | 23,781 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,085,940 | 24,168 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,571,905 | 19,981 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,190,163 | 16,514 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,387,621 | 44,668 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $244,884 | 3,295 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $244,291 | 2,911 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $239,682 | 3,322 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $29,098,399 | 435,670 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $34,604,886 | 471,392 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $35,105,148 | 485,347 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $32,401,829 | 503,134 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $33,344,857 | 527,692 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $30,297,788 | 505,300 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $23,625,720 | 476,229 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $18,934,470 | 470,188 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $24,205,150 | 582,695 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $19,041,807 | 607,588 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||