Bank of New York Mellon Corp
BankPosition in PFG — Principal Financial Group Inc
CIK 1390777
NEW YORK, NY
Position in PFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$124,372,400
+$17,091,677 QoQ
Shares Held
1,153,947
-3.1% QoQ
Ownership
0.534%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#22
of 948 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $4,703,598,616 across 87 Asset Management names. PFG ranks #11 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
828,779 | $796,920,725 | |
| 2 | BX |
Blackstone Inc.
|
4,374,400 | $514,735,636 | |
| 3 | NTRS |
Northern Trust Corp
|
2,077,076 | $361,078,884 | |
| 4 | APO |
Apollo Global Management, Inc.
|
2,845,435 | $336,643,405 | |
| 5 | AMP |
Ameriprise Financial Inc
|
681,433 | $312,614,191 | |
| 6 | STT |
State Street Corp
|
1,777,084 | $301,393,440 | |
| 7 | KKR |
KKR & Co. Inc.
|
3,250,288 | $298,311,425 | |
| 8 | RJF |
Raymond James Financial Inc
|
1,198,803 | $182,254,012 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,372,400 | 1,153,947 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $107,280,723 | 1,190,553 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $107,076,611 | 1,213,883 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $102,363,082 | 1,234,629 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $107,151,458 | 1,349,005 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $120,942,109 | 1,433,473 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $118,285,414 | 1,528,038 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $161,486,497 | 1,879,936 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $149,301,169 | 1,903,138 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $159,640,868 | 1,849,622 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $148,912,786 | 1,892,879 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $117,755,743 | 1,633,908 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $133,427,048 | 1,759,323 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $134,500,093 | 1,809,743 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $157,076,834 | 1,871,745 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $161,807,551 | 2,242,655 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $132,425,395 | 1,982,713 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $141,014,730 | 1,920,920 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $293,449,890 | 4,057,098 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $307,960,599 | 4,781,997 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $245,573,331 | 3,886,269 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $271,883,816 | 4,534,420 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $239,576,655 | 4,829,201 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $266,704,820 | 6,622,916 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $294,995,472 | 7,101,480 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $191,541,484 | 6,111,726 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||