ENVESTNET ASSET MANAGEMENT INC
Position in PFG — Principal Financial Group Inc
CIK 1407543
Berwyn, PA
Position in PFG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$40,845,602
+$11,280,962 QoQ
Shares Held
378,972
+15.5% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#54
of 948 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,091,770,619 across 275 Asset Management names. PFG ranks #14 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
534,831 | $514,272,096 | |
| 2 | APO |
Apollo Global Management, Inc.
|
884,185 | $104,607,927 | |
| 3 | AMP |
Ameriprise Financial Inc
|
227,772 | $104,492,682 | |
| 4 | ARES |
Ares Management Corp
|
856,458 | $95,332,339 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,190,049 | $93,274,186 | |
| 6 | KKR |
KKR & Co. Inc.
|
817,969 | $75,073,194 | |
| 7 | STT |
State Street Corp
|
426,809 | $72,386,806 | |
| 8 | RJF |
Raymond James Financial Inc
|
472,067 | $71,768,346 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,845,602 | 378,972 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $29,564,640 | 328,095 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,417,328 | 61,414 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,103,359 | 61,553 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,928,393 | 62,047 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,149,569 | 49,183 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,384,829 | 43,726 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,461,770 | 40,300 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,309,256 | 42,183 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,496,479 | 63,683 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,976,585 | 63,259 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,422,576 | 200,119 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $33,310,672 | 439,223 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $28,764,916 | 4,124,958 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $33,539,886 | 399,665 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $20,272,779 | 280,981 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,841,580 | 42,545 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,099,810 | 42,226 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,177,095 | 43,925 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,379,902 | 36,955 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,546,177 | 40,294 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,164,615 | 36,101 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,675,032 | 33,764 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,548,818 | 112,958 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $3,956,643 | 95,249 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $3,779,572 | 120,599 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||