HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
PensionPosition in PFG — Principal Financial Group Inc
CIK 1535845
TORONTO, A6
Position in PFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$63,783,126
+$10,444,224 QoQ
Shares Held
591,790
-0.0% QoQ
Ownership
0.274%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#37
of 941 holders
Holding Since
Sep 2020
20 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, 2026HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND holds $1,183,414,231 across 21 Asset Management names. PFG ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
6,936,231 | $295,414,078 | |
| 2 | BX |
Blackstone Inc.
|
1,194,245 | $140,526,809 | |
| 3 | AMP |
Ameriprise Financial Inc
|
277,420 | $127,269,199 | |
| 4 | BLK |
BlackRock, Inc.
|
103,551 | $99,570,499 | |
| 5 | TROW |
Price T Rowe Group Inc
|
851,396 | $96,795,211 | |
| 6 | RJF |
Raymond James Financial Inc
|
536,744 | $81,601,190 | |
| 7 | STT |
State Street Corp
|
435,403 | $73,844,348 | |
| 8 | PFG |
Principal Financial Group Inc
This page
|
591,790 | $63,783,126 |
All Filings in PFG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,783,126 | 591,790 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $53,338,902 | 591,931 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,279,743 | 229,903 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,370,902 | 113,025 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,804,624 | 136,027 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,070,449 | 107,508 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,249,770 | 197,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,019,500 | 105,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,237,250 | 105,000 | Shares | Sole | 2024-09-20 | |
| 2023-06-30 | $3,412,800 | 45,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $105,683 | 1,422 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,371,440 | 207,000 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $55,034 | 824 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,019,620 | 82,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $54,492,481 | 753,387 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $49,934,922 | 775,387 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $55,608,274 | 880,017 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,837,440 | 64,000 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,392,133 | 68,376 | Shares | Sole | 2021-03-01 | |
| 2020-09-30 | $3,100,790 | 77,000 | Shares | Sole | 2021-03-01 | |
| No filing history on record for this holder in this stock. | ||||||