Chesley Taft & Associates LLC
Position in PFG — Principal Financial Group Inc
CIK 1164632
CHICAGO, IL
Position in PFG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$337,351
+$48,459 QoQ
Shares Held
3,130
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#554
of 941 holders
Holding Since
Jun 2022
17 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, 2026Chesley Taft & Associates LLC holds $20,881,081 across 9 Asset Management names. PFG ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
66,521 | $7,827,525 | |
| 2 | BLK |
BlackRock, Inc.
|
4,460 | $4,288,557 | |
| 3 | NTRS |
Northern Trust Corp
|
23,528 | $4,090,107 | |
| 4 | AMP |
Ameriprise Financial Inc
|
5,331 | $2,445,648 | |
| 5 | APO |
Apollo Global Management, Inc.
|
5,218 | $617,341 | |
| 6 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
13,139 | $513,077 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
9,670 | $424,318 | |
| 8 | PFG |
Principal Financial Group Inc
This page
|
3,130 | $337,351 |
All Filings in PFG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,351 | 3,130 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $288,892 | 3,206 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $282,536 | 3,203 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $270,784 | 3,266 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $259,180 | 3,263 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $275,130 | 3,261 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $252,201 | 3,258 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $279,690 | 3,256 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $247,823 | 3,159 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $272,394 | 3,156 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $248,125 | 3,154 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $235,524 | 3,268 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $247,693 | 3,266 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $242,506 | 3,263 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $273,830 | 3,263 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $235,136 | 3,259 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $217,668 | 3,259 | Shares | Sole | 2022-07-07 | |
| No filing history on record for this holder in this stock. | ||||||