MACQUARIE GROUP LTD
Position in PFG — Principal Financial Group Inc
CIK 1418333
Sydney, NSW 2000, C3
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,347,774
+$1,486,619 QoQ
Shares Held
77,452
+1.7% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#129
of 941 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 10%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MACQUARIE GROUP LTD holds $246,794,963 across 18 Asset Management names. PFG ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
3,725,321 | $98,311,220 | |
| 2 | TPG |
TPG Inc.
|
672,655 | $27,276,160 | |
| 3 | BLK |
BlackRock, Inc.
|
24,549 | $23,605,334 | |
| 4 | ARES |
Ares Management Corp
|
156,228 | $17,389,738 | |
| 5 | AMP |
Ameriprise Financial Inc
|
29,936 | $13,733,438 | |
| 6 | STT |
State Street Corp
|
79,750 | $13,525,599 | |
| 7 | BX |
Blackstone Inc.
|
111,999 | $13,178,920 | |
| 8 | PFG |
Principal Financial Group Inc
This page
|
77,452 | $8,347,774 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,347,774 | 77,452 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,861,155 | 76,142 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,259,241 | 82,295 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,949,930 | 83,825 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,688,164 | 84,202 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,578,872 | 89,829 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $6,669,722 | 86,161 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,619,539 | 77,061 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,471,577 | 95,240 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,295,598 | 96,114 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,196,101 | 91,472 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,140,219 | 85,198 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,464,221 | 85,235 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $6,280,857 | 84,511 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $7,167,942 | 85,414 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $5,058,002 | 70,104 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,825,576 | 72,250 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $5,409,655 | 73,691 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,330,069 | 73,691 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,628,813 | 71,876 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,784,953 | 59,898 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,352,303 | 55,909 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,561,275 | 31,471 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $712,819 | 17,701 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $311,674 | 7,503 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $162,968 | 5,200 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||