PRINCIPAL FINANCIAL GROUP INC
Position in PFG — Principal Financial Group Inc
CIK 1126328
DES MOINES, IA
Position in PFG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$24,064,363
+$3,634,805 QoQ
Shares Held
223,273
-1.5% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#73
of 948 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $6,431,474,735 across 34 Asset Management names. PFG ranks #18 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
55,057,354 | $2,344,892,705 | |
| 2 | KKR |
KKR & Co. Inc.
|
19,677,109 | $1,805,965,062 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
13,551,754 | $607,796,165 | |
| 4 | ARES |
Ares Management Corp
|
4,040,482 | $449,746,049 | |
| 5 | BLK |
BlackRock, Inc.
|
307,521 | $295,699,892 | |
| 6 | AMP |
Ameriprise Financial Inc
|
246,083 | $112,893,036 | |
| 7 | BX |
Blackstone Inc.
|
883,125 | $103,917,318 | |
| 8 | EQH |
Equitable Holdings, Inc.
|
2,003,499 | $87,913,535 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,064,363 | 223,273 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $20,429,558 | 226,718 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $18,977,852 | 215,144 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $17,477,013 | 210,795 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $17,180,073 | 216,292 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $19,371,605 | 229,603 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $17,579,036 | 227,090 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $19,866,694 | 231,277 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $17,608,887 | 224,460 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $20,056,631 | 232,379 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $18,365,904 | 233,455 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $18,667,427 | 259,018 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $20,565,608 | 271,171 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $20,425,885 | 274,837 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $22,683,240 | 270,296 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $18,962,751 | 262,824 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $18,173,759 | 272,103 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $20,278,631 | 276,238 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $20,475,465 | 283,084 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $18,867,590 | 292,975 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $18,547,086 | 293,513 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $17,413,343 | 290,416 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $15,817,950 | 318,846 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $13,709,679 | 340,444 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $14,880,500 | 358,221 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $10,948,973 | 349,361 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||