STOREBRAND ASSET MANAGEMENT AS
Position in PFG — Principal Financial Group Inc
CIK 1685676
LYSAKER, Q8
Position in PFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,367,708
+$5,865,004 QoQ
Shares Held
198,253
+15.2% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#82
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, 2026STOREBRAND ASSET MANAGEMENT AS holds $330,963,063 across 17 Asset Management names. PFG ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
72,110 | $69,338,091 | |
| 2 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
901,987 | $35,222,592 | |
| 3 | BX |
Blackstone Inc.
|
256,828 | $30,220,950 | |
| 4 | EQH |
Equitable Holdings, Inc.
|
588,797 | $25,836,412 | |
| 5 | APO |
Apollo Global Management, Inc.
|
211,565 | $25,030,255 | |
| 6 | PFG |
Principal Financial Group Inc
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|
198,253 | $21,367,708 | |
| 7 | AMP |
Ameriprise Financial Inc
|
41,075 | $18,843,567 | |
| 8 | STT |
State Street Corp
|
105,617 | $17,912,643 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,367,708 | 198,253 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,502,704 | 172,042 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,732,393 | 167,015 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $14,439,522 | 174,159 | Shares | Sole | 2026-06-03 | |
| 2025-06-30 | $14,029,641 | 176,629 | Shares | Sole | 2026-06-03 | |
| 2025-03-31 | $14,747,032 | 174,790 | Shares | Sole | 2026-06-03 | |
| 2024-12-31 | $15,387,637 | 198,781 | Shares | Sole | 2026-06-17 | |
| 2024-09-30 | $18,382,514 | 213,999 | Shares | Sole | 2026-06-17 | |
| 2024-06-30 | $16,687,099 | 212,710 | Shares | Sole | 2026-06-17 | |
| 2024-03-31 | $19,944,514 | 231,080 | Shares | Sole | 2026-06-17 | |
| 2023-12-31 | $21,547,398 | 273,896 | Shares | Sole | 2026-06-18 | |
| 2023-09-30 | $20,497,212 | 284,407 | Shares | Sole | 2026-06-18 | |
| 2023-06-30 | $22,447,502 | 295,985 | Shares | Sole | 2026-06-18 | |
| 2023-03-31 | $22,165,419 | 298,243 | Shares | Sole | 2026-06-18 | |
| 2022-12-31 | $24,721,992 | 294,590 | Shares | Sole | 2026-06-18 | |
| 2022-09-30 | $16,677,472 | 231,150 | Shares | Sole | 2026-06-18 | |
| 2022-06-30 | $15,356,824 | 229,927 | Shares | Sole | 2026-06-18 | |
| 2022-03-31 | $15,885,410 | 216,393 | Shares | Sole | 2026-06-18 | |
| 2021-12-31 | $12,954,230 | 179,099 | Shares | Sole | 2026-06-18 | |
| 2021-09-30 | $6,950,176 | 107,922 | Shares | Sole | 2026-06-18 | |
| 2021-06-30 | $6,819,591 | 107,922 | Shares | Sole | 2026-06-18 | |
| 2021-03-31 | $6,459,071 | 107,723 | Shares | Sole | 2026-06-18 | |
| 2020-12-31 | $5,056,449 | 101,924 | Shares | Sole | 2026-06-18 | |
| 2020-09-30 | $4,208,537 | 104,508 | Shares | Sole | 2026-06-18 | |
| 2020-06-30 | $4,341,262 | 104,508 | Shares | Sole | 2026-06-18 | |
| 2020-03-31 | $3,163,961 | 100,956 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||