GREENLEAF TRUST

Position in PFG — Principal Financial Group Inc

CIK 1162170 KALAMAZOO, MI

Position in PFG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$599,231

+$45,009 QoQ

Shares Held

6,650

+5.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 7.338345864661654.ToString("F0")% Shared 0.ToString("F0")% None 92.66165413533834.ToString("F0")%

Financial Services · as of Mar 31, 2026

GREENLEAF TRUST holds $15,665,243 across 20 Asset Management names. PFG ranks #8 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	3,039	$2,922,636
2	STT	State Street Corp	17,196	$2,176,324
3	BX	Blackstone Inc.	15,738	$1,809,711
4	NTRS	Northern Trust Corp	12,504	$1,745,182
5	AMP	Ameriprise Financial Inc	2,521	$1,120,332
6	KKR	KKR & Co. Inc.	8,621	$797,442
7	EQH	Equitable Holdings, Inc.	17,559	$651,613
8	PFG	Principal Financial Group Inc This page	6,650	$599,231

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$599,231	6,650	+5.8%	Shares	Sole	2026-04-27
2025-12-31	$554,222	6,283	+0.6%	Shares	Sole	2026-01-21
2025-09-30	$517,938	6,247	-1.7%	Shares	Sole	2025-10-22
2025-06-30	$504,777	6,355	-17.5%	Shares	Sole	2025-07-17
2025-03-31	$649,564	7,699	+16.1%	Shares	Sole	2025-04-30
2024-12-31	$513,460	6,633	-0.8%	Shares	Defined	2025-01-24
2024-09-30	$574,155	6,684	-1.9%	Shares	Defined	2024-10-22
2024-06-30	$534,479	6,813	+4.0%	Shares	Defined	2024-07-22
2024-03-31	$565,589	6,553	-0.2%	Shares	Defined	2024-04-29
2023-12-31	$516,311	6,563	+1.0%	Shares	Defined	2024-01-31
2023-09-30	$468,238	6,497	-6.0%	Shares	Defined	2023-11-09
2023-06-30	$524,433	6,915	-2.3%	Shares	Defined	2023-08-09
2023-03-31	$525,814	7,075	-2.0%	Shares	Defined	2023-05-11
2022-12-31	$606,070	7,222	+1.6%	Shares	Defined	2023-01-25
2022-09-30	$512,986	7,110	+4.1%	Shares	Defined	2022-11-10
2022-06-30	$456,376	6,833	+0.9%	Shares	Defined	2022-08-12
2022-03-31	$497,205	6,773	-2.5%	Shares	Defined	2022-04-27
2021-12-31	$502,476	6,947	+3.7%	Shares	Defined	2022-02-11
2021-09-30	$431,608	6,702	+6.1%	Shares	Defined	2021-11-12
2021-06-30	$398,981	6,314	+5.7%	Shares	Defined	2021-08-10
2021-03-31	$358,201	5,974	+7.7%	Shares	Defined	2021-04-30
2020-12-31	$275,087	5,545	+0.4%	Shares	Defined	2021-02-08
2020-09-30	$222,451	5,524	-1.7%	Shares	Defined	2020-10-30
2020-06-30	$233,330	5,617	—	Shares	Defined	2020-08-12
No filing history on record for this holder in this stock.