CANADA LIFE ASSURANCE Co

Insurance

Position in PFG — Principal Financial Group Inc

CIK 1046192 WINNIPEG, A2

Back to PFG Full portfolio

Position in PFG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$18,902,240

+$602,431 QoQ

Shares Held

175,378

-13.6% QoQ

Ownership

0.081%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#87

of 927 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PFG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

CANADA LIFE ASSURANCE Co holds $538,382,487 across 55 Asset Management names. PFG ranks #8 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	725,686	$85,391,471
2	KKR	KKR & Co. Inc.	749,362	$68,776,444
3	TROW	Price T Rowe Group Inc	508,844	$57,850,474
4	NTRS	Northern Trust Corp	324,494	$56,410,036
5	AMP	Ameriprise Financial Inc	106,349	$48,788,667
6	ARCC	Ares Capital Corp	1,617,724	$29,976,425
7	BAM	Brookfield Asset Management Ltd.	441,388	$19,796,251
8	PFG	Principal Financial Group Inc This page	175,378	$18,902,240

All Filings in PFG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,902,240	175,378	-13.6%	Shares	Sole	2026-08-13
2026-03-31	$18,299,809	203,083	-0.3%	Shares	Sole	2026-05-14
2025-12-31	$17,964,231	203,653	-13.4%	Shares	Sole	2026-02-13
2025-09-30	$19,502,007	235,219	+1.1%	Shares	Sole	2025-11-17
2025-06-30	$18,476,846	232,618	+2.7%	Shares	Sole	2025-08-15
2025-03-31	$19,116,470	226,579	-7.6%	Shares	Sole	2025-05-15
2024-12-31	$18,989,911	245,316	-3.7%	Shares	Sole	2025-02-13
2024-09-30	$21,892,302	254,858	+1.4%	Shares	Sole	2024-11-13
2024-06-30	$19,711,582	251,263	-1.1%	Shares	Sole	2024-08-12
2024-03-31	$21,920,064	253,969	-15.2%	Shares	Sole	2024-05-13
2023-12-31	$23,548,763	299,336	+0.7%	Shares	Sole	2024-02-13
2023-09-30	$21,422,230	297,242	-9.3%	Shares	Sole	2023-11-14
2023-06-30	$24,846,473	327,617	+16.7%	Shares	Sole	2023-08-10
2023-03-31	$20,871,508	280,833	-3.0%	Shares	Sole	2023-05-12
2022-12-31	$24,291,902	289,465	+5.7%	Shares	Sole	2023-02-10
2022-09-30	$19,754,020	273,791	+5.0%	Shares	Sole	2022-11-01
2022-06-30	$17,421,036	260,833	-6.0%	Shares	Sole	2022-08-09
2022-03-31	$20,374,725	277,547	+1.0%	Shares	Sole	2022-05-12
2021-12-31	$19,871,582	274,735	+12.3%	Shares	Defined	2022-02-14
2021-09-30	$15,760,612	244,730	+1.5%	Shares	Defined	2021-11-15
2021-06-30	$15,240,985	241,193	+1.0%	Shares	Defined	2021-08-11
2021-03-31	$14,319,527	238,818	-46.3%	Shares	Defined	2021-05-17
2020-12-31	$22,049,609	444,459	+93.3%	Shares	Defined	2021-02-16
2020-09-30	$9,261,334	229,981	-2.9%	Shares	Defined	2020-11-18
2020-06-30	$9,841,407	236,914	+2.4%	Shares	Defined	2020-08-17
2020-03-31	$7,248,063	231,272	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.