Sumitomo Mitsui Trust Group, Inc.
Position in PFG — Principal Financial Group Inc
CIK 1475365
CHIYODA-KU, TOKYO, M0
Position in PFG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$52,033,597
+$6,087,049 QoQ
Shares Held
482,776
-5.3% QoQ
Ownership
0.223%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#42
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, 2026Sumitomo Mitsui Trust Group, Inc. holds $1,549,546,727 across 44 Asset Management names. PFG ranks #10 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
332,181 | $319,411,962 | |
| 2 | BX |
Blackstone Inc.
|
1,575,095 | $185,341,428 | |
| 3 | KKR |
KKR & Co. Inc.
|
1,307,078 | $119,963,618 | |
| 4 | APO |
Apollo Global Management, Inc.
|
907,330 | $107,346,212 | |
| 5 | STT |
State Street Corp
|
610,375 | $103,519,600 | |
| 6 | AMP |
Ameriprise Financial Inc
|
212,177 | $97,338,320 | |
| 7 | TROW |
Price T Rowe Group Inc
|
606,763 | $68,982,885 | |
| 8 | NTRS |
Northern Trust Corp
|
382,089 | $66,422,351 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,033,597 | 482,776 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $45,946,548 | 509,894 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $46,209,602 | 523,859 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $51,774,641 | 624,468 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $43,743,054 | 550,712 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $44,433,376 | 526,649 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $39,724,180 | 513,166 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $44,913,674 | 522,860 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $44,833,233 | 571,488 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $59,786,419 | 692,694 | Shares | Defined | 2024-04-19 | |
| 2023-12-31 | $51,096,479 | 649,504 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $48,179,299 | 668,507 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $51,333,744 | 676,869 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $55,375,609 | 745,097 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $69,543,580 | 828,689 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $54,272,600 | 752,219 | Shares | Defined | 2022-10-21 | |
| 2022-06-30 | $51,121,066 | 765,400 | Shares | Defined | 2022-07-26 | |
| 2022-03-31 | $54,801,005 | 746,506 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $54,841,763 | 758,216 | Shares | Defined | 2022-02-02 | |
| 2021-09-30 | $61,830,311 | 960,098 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $53,716,302 | 850,076 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $54,240,055 | 904,604 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $46,815,022 | 943,661 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $45,911,021 | 1,140,080 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $50,454,193 | 1,214,593 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $38,092,955 | 1,215,474 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||