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Equibles

AVIVA PLC

Position in PFG — Principal Financial Group Inc

CIK 1140022 LONDON, X0
Back to PFG Full portfolio

Position in PFG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$20,486,714
+$3,111,074 QoQ
Shares Held
190,079
-1.4% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#86
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, 2026

AVIVA PLC holds $596,131,692 across 21 Asset Management names. PFG ranks #11 (3.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 129,327 $124,355,670
2 BN
BROOKFIELD Corp /ON/
 1,748,863 $74,484,075
3 BX
Blackstone Inc.
 621,850 $73,173,089
4 APO
Apollo Global Management, Inc.
 420,229 $49,717,292
5 KKR
KKR & Co. Inc.
 538,909 $49,461,068
6 STT
State Street Corp
 256,521 $43,505,961
7 AMP
Ameriprise Financial Inc
 79,374 $36,413,616
8 NTRS
Northern Trust Corp
 169,194 $29,412,684

All Filings in PFG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $20,486,714 190,079
2026-03-31 $17,375,640 192,827
2025-12-31 $17,044,994 193,232
2025-09-30 $15,343,739 185,065
2025-06-30 $13,351,785 168,095
2025-03-31 $13,469,417 159,647
2024-12-31 $10,797,533 139,485
2024-09-30 $10,475,419 121,949
2024-06-30 $9,376,814 119,526
2024-03-31 $8,574,898 99,350
2023-12-31 $720,223 9,155
2023-09-30 $3,100,379 43,019
2023-06-30 $703,946 9,282
2023-03-31 $2,574,593 34,642
2022-12-31 $8,663,984 103,241
2022-09-30 $11,212,254 155,402
2022-06-30 $5,612,163 84,027
2022-03-31 $3,530,213 48,089
2021-12-31 $6,110,727 84,484
2021-09-30 $5,222,196 81,090
2021-06-30 $5,503,659 87,097
2021-03-31 $5,398,978 90,043
2020-12-31 $4,449,818 89,696
2020-09-30 $3,536,954 87,831
2020-06-30 $3,745,038 90,155
2020-03-31 $2,996,793 95,622