Gilbert & Cook, Inc.
Position in PFG — Principal Financial Group Inc
CIK 1675762
WEST DES MOINES, IA
Position in PFG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,255,098
+$200,451 QoQ
Shares Held
11,645
-0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#337
of 941 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Gilbert & Cook, Inc. holds $13,880,000 across 10 Asset Management names. PFG ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
394,800 | $7,315,644 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
30,821 | $1,312,666 | |
| 3 | BLK |
BlackRock, Inc.
|
1,336 | $1,284,644 | |
| 4 | PFG |
Principal Financial Group Inc
This page
|
11,645 | $1,255,098 | |
| 5 | KKR |
KKR & Co. Inc.
|
12,638 | $1,159,915 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
11,166 | $500,795 | |
| 7 | ARES |
Ares Management Corp
|
3,229 | $359,419 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
24,698 | $268,467 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,255,098 | 11,645 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,054,647 | 11,704 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,039,378 | 11,783 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $704,652 | 8,499 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $649,419 | 8,176 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $656,904 | 7,786 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $524,452 | 6,775 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $594,256 | 6,918 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $565,624 | 7,210 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $622,899 | 7,217 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $601,510 | 7,646 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $595,009 | 8,256 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $637,511 | 8,406 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $624,733 | 8,406 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $705,431 | 8,406 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $570,778 | 7,911 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $576,798 | 8,636 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $623,911 | 8,499 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $526,707 | 7,282 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $454,535 | 7,058 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $534,461 | 8,458 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $504,203 | 8,409 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $417,170 | 8,409 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $323,972 | 8,045 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $522,448 | 12,577 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $390,245 | 12,452 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||