Perpetual Ltd
Position in PFG — Principal Financial Group Inc
CIK 1647273
SYDNEY, NEW SOUTH WALES, C3
Position in PFG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$470,351
+$79,544 QoQ
Shares Held
4,364
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#492
of 941 holders
Holding Since
Dec 2025
3 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, 2026Perpetual Ltd holds $2,296,457 across 3 Asset Management names. PFG ranks #2 (20.5% of the industry book) .
All Filings in PFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,351 | 4,364 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $390,807 | 4,337 | Shares | Defined | 2026-04-14 | |
| 2025-12-31 | $343,313 | 3,892 | Shares | Defined | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||