AQR CAPITAL MANAGEMENT LLC
Position in PFG — Principal Financial Group Inc
CIK 1167557
Greenwich, CT
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$249,517,703
+$28,141,498 QoQ
Shares Held
2,315,065
-5.8% QoQ
Ownership
1.07%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#15
of 940 holders
Holding Since
Mar 2020
24 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, 2026AQR CAPITAL MANAGEMENT LLC holds $4,103,396,933 across 81 Asset Management names. PFG ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
657,295 | $632,028,575 | |
| 2 | AMP |
Ameriprise Financial Inc
|
1,324,189 | $607,484,939 | |
| 3 | NTRS |
Northern Trust Corp
|
2,939,835 | $511,060,911 | |
| 4 | STT |
State Street Corp
|
2,002,632 | $339,646,385 | |
| 5 | IVZ |
Invesco Ltd.
|
12,604,180 | $332,624,305 | |
| 6 | PFG |
Principal Financial Group Inc
This page
|
2,315,065 | $249,517,703 | |
| 7 | KKR |
KKR & Co. Inc.
|
2,703,366 | $248,114,928 | |
| 8 | JHG |
Janus Henderson Group Ltd.
|
3,281,442 | $170,470,908 |
All Filings in PFG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,517,703 | 2,315,065 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $221,376,205 | 2,456,733 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $207,137,629 | 2,348,233 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $91,496,571 | 1,103,565 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $47,397,785 | 596,724 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $54,455,011 | 645,431 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $9,190,888 | 118,730 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,919,778 | 22,349 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,055,229 | 13,451 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $643,008 | 7,450 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,632,298 | 33,460 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,107,571 | 84,745 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $44,463,778 | 586,284 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $45,522,931 | 612,526 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $24,811,283 | 295,654 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,542,844 | 159,984 | Shares | Other | 2022-11-14 | |
| 2022-03-31 | $204,520 | 2,786 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $2,068,206 | 32,115 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,025,535 | 158,657 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $329,420 | 5,494 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $281,139 | 5,667 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,575,926 | 39,134 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $281,350 | 6,773 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $645,509 | 20,597 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||