Gotham Asset Management, LLC
Position in PFG — Principal Financial Group Inc
CIK 1510387
NEW YORK, NY
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,643,742
+$17,563,523 QoQ
Shares Held
312,152
+74.9% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#59
of 946 holders
Holding Since
Mar 2020
17 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, 2026Gotham Asset Management, LLC holds $147,003,134 across 21 Asset Management names. PFG ranks #1 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
312,152 | $33,643,742 | |
| 2 | APO |
Apollo Global Management, Inc.
|
272,457 | $32,234,387 | |
| 3 | BX |
Blackstone Inc.
|
263,130 | $30,962,507 | |
| 4 | BLK |
BlackRock, Inc.
|
20,039 | $19,268,700 | |
| 5 | KKR |
KKR & Co. Inc.
|
48,664 | $4,466,381 | |
| 6 | STT |
State Street Corp
|
24,361 | $4,131,625 | |
| 7 | TROW |
Price T Rowe Group Inc
|
34,857 | $3,962,892 | |
| 8 | BEN |
Franklin Resources Inc
|
117,011 | $3,892,955 |
All Filings in PFG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,643,742 | 312,152 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,080,219 | 178,451 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $772,984 | 8,763 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $293,915 | 3,545 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $291,587 | 3,671 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $534,990 | 6,341 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $349,294 | 4,440 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $858,129 | 11,315 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,229,921 | 16,549 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,133,759 | 13,510 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,452,595 | 20,133 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $1,211,558 | 16,504 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $786,878 | 10,879 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $492,060 | 7,787 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $871,758 | 14,539 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $309,348 | 7,447 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $222,043 | 7,085 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||