Lombard Odier Asset Management (Switzerland) SA

Position in PFG — Principal Financial Group Inc

CIK 1535660 PETIT-LANCY, V8

Position in PFG

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

Position Value

$6,248,976

+$1,015,478 QoQ

Shares Held

57,979

-0.2% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#160

of 946 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Lombard Odier Asset Management (Switzerland) SA holds $25,801,739 across 10 Asset Management names. PFG ranks #1 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFG	Principal Financial Group Inc This page	57,979	$6,248,976
2	STT	State Street Corp	30,833	$5,229,276
3	BLK	BlackRock, Inc.	5,295	$5,091,460
4	BX	Blackstone Inc.	20,896	$2,458,832
5	KKR	KKR & Co. Inc.	16,527	$1,516,848
6	APO	Apollo Global Management, Inc.	12,492	$1,477,928
7	NTRS	Northern Trust Corp	7,939	$1,380,115
8	BN	BROOKFIELD Corp /ON/	21,894	$932,465

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,248,976	57,979	-0.2%	Shares	Other	2026-08-14
2026-03-31	$5,233,498	58,079	+34.5%	Shares	Other	2026-05-15
2025-12-31	$3,808,819	43,179	+1237.6%	Shares	Other	2026-02-17
2024-03-31	$278,608	3,228	-13.2%	Shares	Other	2024-05-15
2021-12-31	$269,067	3,720	-48.8%	Shares	Other	2022-02-14
2021-06-30	$459,454	7,271	+33.8%	Shares	Other	2021-08-13
2021-03-31	$325,822	5,434	-55.2%	Shares	Other	2021-05-17
2020-09-30	$487,911	12,116	-21.4%	Shares	Other	2020-11-16
2020-03-31	$482,792	15,405	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.