ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
BankPosition in PFG — Principal Financial Group Inc
CIK 109380
SALT LAKE CITY, UT
Position in PFG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,254,371
+$2,238,317 QoQ
Shares Held
25,018
+13646.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 99.66823886801502.ToString("F0")%
Shared 0.ToString("F0")%
None 0.3317611319849708.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ holds $7,060,158 across 38 Asset Management names. PFG ranks #1 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
25,018 | $2,254,371 | |
| 2 | CGBD |
Carlyle Secured Lending, Inc.
|
146,742 | $1,605,357 | |
| 3 | OTF |
Blue Owl Technology Finance Corp.
|
83,213 | $1,031,009 | |
| 4 | VCTR |
Victory Capital Holdings, Inc.
|
6,324 | $414,095 | |
| 5 | BLK |
BlackRock, Inc.
|
390 | $375,066 | |
| 6 | APO |
Apollo Global Management, Inc.
|
2,929 | $326,349 | |
| 7 | KKR |
KKR & Co. Inc.
|
2,041 | $188,792 | |
| 8 | BX |
Blackstone Inc.
|
1,132 | $130,168 |
All Filings in PFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,254,371 | 25,018 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $16,054 | 182 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,851 | 155 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $11,914 | 150 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $34,085 | 404 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||