TOBAM

Position in PFG — Principal Financial Group Inc

CIK 1527488 PARIS, I0

Position in PFG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$512,906

+$448,606 QoQ

Shares Held

5,692

+664.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

TOBAM holds $3,150,528 across 8 Asset Management names. PFG ranks #4 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	6,828	$785,151
2	TROW	Price T Rowe Group Inc	7,834	$706,156
3	CG	Carlyle Group Inc.	11,116	$537,903
4	PFG	Principal Financial Group Inc This page	5,692	$512,906
5	WT	WisdomTree, Inc.	24,673	$359,238
6	ASST	Strive, Inc.	13,755	$137,825
7	AMP	Ameriprise Financial Inc	136	$60,438
8	BN	BROOKFIELD Corp /ON/	1,258	$50,911

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$512,906	5,692	+664.0%	Shares	Sole	2026-05-12
2024-03-31	$64,300	745	0.0%	Shares	Sole	2024-05-02
2023-12-31	$58,609	745	-65.7%	Shares	Sole	2024-01-26
2023-09-30	$156,319	2,169	0.0%	Shares	Sole	2023-10-31
2023-06-30	$164,496	2,169	+74.1%	Shares	Sole	2023-07-31
2023-03-31	$92,602	1,246	+59.1%	Shares	Sole	2023-05-03
2022-12-31	$65,709	783	-40.0%	Shares	Sole	2023-02-02
2022-09-30	$94,083	1,304	-42.3%	Shares	Sole	2022-11-02
2022-06-30	$150,945	2,260	+85.9%	Shares	Sole	2022-08-02
2022-03-31	$89,266	1,216	+143.2%	Shares	Sole	2022-04-25
2020-12-31	$24,805	500	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.