Position in PFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$65,907,470
+$7,804,542 QoQ
Shares Held
611,500
-5.2% QoQ
Ownership
0.283%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#36
of 941 holders
Holding Since
Mar 2020
26 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, 2026Swiss National Bank holds $428,581,534 across 26 Asset Management names. PFG ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
1,182,514 | $139,903,231 | |
| 2 | PFG |
Principal Financial Group Inc
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|
611,500 | $65,907,470 | |
| 3 | EQH |
Equitable Holdings, Inc.
|
565,200 | $24,800,976 | |
| 4 | CRBG |
Corebridge Financial, Inc.
|
676,065 | $19,355,740 | |
| 5 | BEN |
Franklin Resources Inc
|
574,700 | $19,120,269 | |
| 6 | IVZ |
Invesco Ltd.
|
713,200 | $18,821,348 | |
| 7 | SEIC |
Sei Investments Co
|
202,400 | $17,752,504 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
50,880 | $17,217,792 |
All Filings in PFG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,907,470 | 611,500 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $58,102,928 | 644,800 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $53,887,489 | 610,900 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $53,584,733 | 646,300 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $54,091,830 | 681,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $54,427,087 | 645,100 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $50,641,622 | 654,200 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $59,777,810 | 695,900 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $54,616,890 | 696,200 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $61,625,340 | 714,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $59,505,988 | 756,400 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $56,279,463 | 780,900 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $66,557,184 | 877,600 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $72,172,152 | 971,100 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $85,010,960 | 1,013,000 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $79,005,404 | 1,095,016 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $75,680,817 | 1,133,116 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $84,283,195 | 1,148,116 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $73,784,990 | 1,020,116 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $69,276,110 | 1,075,716 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $70,249,334 | 1,111,716 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $63,282,623 | 1,055,414 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $51,451,225 | 1,037,114 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $42,928,383 | 1,066,014 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $45,125,483 | 1,086,314 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $33,778,690 | 1,077,814 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||