Dorsey & Whitney Trust CO LLC

Bank

Position in PFG — Principal Financial Group Inc

CIK 1384042 SIOUX FALLS, SD

Position in PFG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,008,785

+$71,201 QoQ

Shares Held

27,916

-14.4% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#227

of 948 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dorsey & Whitney Trust CO LLC holds $15,881,552 across 22 Asset Management names. PFG ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	9,254	$4,245,363
2	PFG	Principal Financial Group Inc This page	27,916	$3,008,785
3	BLK	BlackRock, Inc.	2,422	$2,328,895
4	BX	Blackstone Inc.	7,371	$867,340
5	APO	Apollo Global Management, Inc.	4,714	$557,710
6	ARES	Ares Management Corp	4,604	$512,468
7	KKR	KKR & Co. Inc.	5,358	$491,753
8	AMG	Affiliated Managers Group, Inc.	1,327	$449,055

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,008,785	27,916	-14.4%	Shares	Other	2026-08-14
2026-03-31	$2,937,584	32,600	-13.8%	Shares	Other	2026-05-14
2025-12-31	$3,335,747	37,816	-11.2%	Shares	Other	2026-02-11
2025-09-30	$3,529,062	42,565	-21.5%	Shares	Other	2025-11-13
2025-06-30	$4,306,693	54,220	-7.2%	Shares	Other	2025-08-11
2025-03-31	$4,929,737	58,430	-4.7%	Shares	Other	2025-05-14
2024-12-31	$4,748,482	61,342	-9.5%	Shares	Other	2025-02-07
2024-09-30	$5,825,392	67,816	-6.2%	Shares	Other	2024-11-12
2024-06-30	$5,671,149	72,290	+2.1%	Shares	Other	2024-08-07
2024-03-31	$6,111,522	70,809	-1.5%	Shares	Other	2024-05-09
2023-12-31	$5,657,550	71,915	-0.1%	Shares	Other	2024-02-12
2023-09-30	$5,188,748	71,996	-4.6%	Shares	Other	2023-11-08
2023-06-30	$5,724,476	75,481	-0.7%	Shares	Other	2023-08-10
2023-03-31	$5,651,217	76,039	-10.6%	Shares	Other	2023-05-11
2022-12-31	$7,134,290	85,013	-1.5%	Shares	Other	2023-02-09
2022-09-30	$6,229,645	86,343	-1.8%	Shares	Other	2022-11-14
2022-06-30	$5,872,576	87,926	-1.9%	Shares	Other	2022-08-12
2022-03-31	$6,577,827	89,604	-4.3%	Shares	Other	2022-05-11
2021-12-31	$6,769,291	93,589	-7.1%	Shares	Other	2022-02-08
2021-09-30	$6,488,428	100,752	-5.9%	Shares	Other	2021-11-10
2021-06-30	$6,764,235	107,046	-9.4%	Shares	Other	2021-08-11
2021-03-31	$7,082,294	118,117	-9.1%	Shares	Other	2021-05-11
2020-12-31	$6,447,959	129,973	+1.1%	Shares	Other	2021-02-05
2020-09-30	$5,176,707	128,550	+3.7%	Shares	Other	2020-11-12
2020-06-30	$5,150,294	123,984	+9.7%	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.