Position in PFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$42,447,750
+$6,688,048 QoQ
Shares Held
393,837
-0.8% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#51
of 941 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026KBC Group NV holds $393,018,197 across 32 Asset Management names. PFG ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
676,345 | $114,708,111 | |
| 2 | AMP |
Ameriprise Financial Inc
|
215,126 | $98,691,203 | |
| 3 | PFG |
Principal Financial Group Inc
This page
|
393,837 | $42,447,750 | |
| 4 | NTRS |
Northern Trust Corp
|
230,814 | $40,124,705 | |
| 5 | APO |
Apollo Global Management, Inc.
|
160,731 | $19,016,084 | |
| 6 | BX |
Blackstone Inc.
|
156,864 | $18,458,186 | |
| 7 | CRBG |
Corebridge Financial, Inc.
|
529,213 | $15,151,367 | |
| 8 | BLK |
BlackRock, Inc.
|
13,818 | $13,286,836 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,447,750 | 393,837 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $35,759,702 | 396,845 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $35,025,544 | 397,070 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $2,645,160 | 31,904 | Shares | Defined | 2026-01-20 | |
| 2025-06-30 | $2,523,093 | 31,765 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $13,984,580 | 165,753 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $22,555,647 | 291,379 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $5,022,057 | 58,464 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $4,504,442 | 57,418 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $5,597,807 | 64,857 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $6,068,603 | 77,140 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $5,843,867 | 81,086 | Shares | Defined | 2024-02-15 | |
| 2023-06-30 | $6,895,371 | 90,920 | Shares | Defined | 2024-02-15 | |
| 2023-03-31 | $17,074,053 | 229,737 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $19,849,932 | 236,534 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $24,015,126 | 332,850 | Shares | Defined | 2024-02-15 | |
| 2022-06-30 | $39,009,100 | 584,056 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $42,532,211 | 579,379 | Shares | Defined | 2024-02-14 | |
| 2021-12-31 | $49,276,837 | 681,278 | Shares | Defined | 2024-02-14 | |
| 2021-09-30 | $45,610,848 | 708,243 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $27,169,867 | 429,971 | Shares | Defined | 2022-02-15 | |
| 2021-03-31 | $25,174,085 | 419,848 | Shares | Defined | 2022-02-14 | |
| 2020-12-31 | $20,462,834 | 412,474 | Shares | Defined | 2022-02-14 | |
| 2020-09-30 | $14,970,734 | 371,759 | Shares | Defined | 2022-02-14 | |
| 2020-06-30 | $4,138,173 | 99,619 | Shares | Defined | 2022-02-14 | |
| 2020-03-31 | $4,044,677 | 129,058 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||