Dorsey & Whitney Trust CO LLC
BankPosition in PFG — Principal Financial Group Inc
CIK 1384042
SIOUX FALLS, SD
Position in PFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,937,584
-$398,163 QoQ
Shares Held
32,600
-13.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Dorsey & Whitney Trust CO LLC holds $14,391,481 across 21 Asset Management names. PFG ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
7,524 | $3,343,662 | |
| 2 | PFG |
Principal Financial Group Inc
This page
|
32,600 | $2,937,584 | |
| 3 | BLK |
BlackRock, Inc.
|
2,487 | $2,391,766 | |
| 4 | BX |
Blackstone Inc.
|
6,234 | $716,843 | |
| 5 | KKR |
KKR & Co. Inc.
|
5,340 | $493,948 | |
| 6 | APO |
Apollo Global Management, Inc.
|
4,300 | $479,104 | |
| 7 | ARES |
Ares Management Corp
|
4,089 | $446,107 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
36,129 | $399,586 |
All Filings in PFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,937,584 | 32,600 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,335,747 | 37,816 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,529,062 | 42,565 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $4,306,693 | 54,220 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $4,929,737 | 58,430 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $4,748,482 | 61,342 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $5,825,392 | 67,816 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $5,671,149 | 72,290 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $6,111,522 | 70,809 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $5,657,550 | 71,915 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $5,188,748 | 71,996 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $5,724,476 | 75,481 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $5,651,217 | 76,039 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $7,134,290 | 85,013 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $6,229,645 | 86,343 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $5,872,576 | 87,926 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $6,577,827 | 89,604 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $6,769,291 | 93,589 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $6,488,428 | 100,752 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $6,764,235 | 107,046 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $7,082,294 | 118,117 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $6,447,959 | 129,973 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $5,176,707 | 128,550 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $5,150,294 | 123,984 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $3,543,205 | 113,057 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||