MIRABELLA FINANCIAL SERVICES LLP
Position in PFG — Principal Financial Group Inc
CIK 1538853
London, X0
Position in PFG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$296,101
+$55,817 QoQ
Shares Held
3,286
+20.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 77.26719415702983.ToString("F0")%
Shared 0.ToString("F0")%
None 22.732805842970176.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MIRABELLA FINANCIAL SERVICES LLP holds $6,503,588 across 21 Asset Management names. PFG ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VINP |
Vinci Compass Investments Ltd.
|
83,511 | $881,041 | |
| 2 | SEIC |
Sei Investments Co
|
9,269 | $727,338 | |
| 3 | HLNE |
Hamilton Lane INC
|
6,465 | $642,621 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
28,725 | $363,658 | |
| 5 | BLK |
BlackRock, Inc.
|
376 | $361,602 | |
| 6 | RJF |
Raymond James Financial Inc
|
2,337 | $338,374 | |
| 7 | BEN |
Franklin Resources Inc
|
13,871 | $327,633 | |
| 8 | PFG |
Principal Financial Group Inc
This page
|
3,286 | $296,101 |
All Filings in PFG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $296,101 | 3,286 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $240,284 | 2,724 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $1,247,590 | 15,903 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,701,503 | 31,300 | Shares | Sole | 2024-05-15 | |
| 2022-09-30 | $4,023,661 | 55,768 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $6,743,519 | 100,966 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $229,264 | 3,560 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $375,664 | 5,945 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||