Sompo Asset Management Co., Ltd.

Position in PFG — Principal Financial Group Inc

CIK 1533504 Tokyo, M0

Position in PFG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$525,966

+$143,900 QoQ

Shares Held

4,880

+15.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#476

of 941 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sompo Asset Management Co., Ltd. holds $2,226,009 across 4 Asset Management names. PFG ranks #3 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	3,720	$630,912
2	KKR	KKR & Co. Inc.	6,620	$607,583
3	PFG	Principal Financial Group Inc This page	4,880	$525,966
4	BLK	BlackRock, Inc.	480	$461,548

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$525,966	4,880	+15.1%	Shares	Sole	2026-07-14
2026-03-31	$382,066	4,240	0.0%	Shares	Sole	2026-04-30
2025-12-31	$374,010	4,240	+18.1%	Shares	Sole	2026-02-13
2025-09-30	$297,646	3,590	0.0%	Shares	Sole	2025-11-14
2025-06-30	$285,153	3,590	0.0%	Shares	Sole	2025-08-14
2025-03-31	$302,888	3,590	-31.2%	Shares	Sole	2025-05-14
2024-12-31	$404,080	5,220	-23.5%	Shares	Sole	2025-02-14
2024-09-30	$585,838	6,820	+5.6%	Shares	Sole	2024-11-12
2024-06-30	$506,787	6,460	+7.5%	Shares	Sole	2024-08-13
2024-03-31	$518,723	6,010	-10.6%	Shares	Sole	2024-05-14
2023-12-31	$528,662	6,720	+10.7%	Shares	Sole	2024-02-13
2023-09-30	$437,464	6,070	+60.2%	Shares	Sole	2023-11-09
2023-06-30	$287,433	3,790	0.0%	Shares	Sole	2023-08-10
2023-03-31	$281,672	3,790	-16.5%	Shares	Sole	2023-05-09
2022-12-31	$380,996	4,540	-31.8%	Shares	Sole	2023-02-01
2022-09-30	$480,519	6,660	+62.0%	Shares	Sole	2022-11-14
2022-06-30	$274,506	4,110	-47.8%	Shares	Sole	2022-08-15
2022-03-31	$578,470	7,880	-32.6%	Shares	Sole	2022-05-11
2021-12-31	$845,537	11,690	-11.8%	Shares	Sole	2022-02-11
2021-09-30	$853,300	13,250	-18.7%	Shares	Sole	2021-11-09
2021-06-30	$1,029,997	16,300	-45.4%	Shares	Sole	2021-08-16
2021-03-31	$1,788,606	29,830	-9.7%	Shares	Sole	2021-05-14
2020-12-31	$1,639,610	33,050	-1.2%	Shares	Sole	2021-02-08
2020-09-30	$1,347,031	33,450	-41.6%	Shares	Sole	2020-11-06
2020-06-30	$2,378,995	57,270	-12.8%	Shares	Sole	2020-08-05
2020-03-31	$2,059,038	65,700	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.