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Equibles

Aberdeen Group plc

Position in PFG — Principal Financial Group Inc

CIK 1716774 EDINBURGH, X0
Back to PFG Full portfolio

Position in PFG

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$17,892,557
+$3,253,108 QoQ
Shares Held
166,010
+2.2% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#91
of 948 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, 2026

Aberdeen Group plc holds $517,999,721 across 16 Asset Management names. PFG ranks #9 (3.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 1,057,285 $124,410,725
2 BLK
BlackRock, Inc.
 120,221 $115,599,704
3 APO
Apollo Global Management, Inc.
 374,908 $44,355,364
4 STT
State Street Corp
 244,825 $41,522,319
5 AMP
Ameriprise Financial Inc
 87,658 $40,213,983
6 NTRS
Northern Trust Corp
 161,519 $28,078,462
7 TROW
Price T Rowe Group Inc
 225,976 $25,691,210
8 RJF
Raymond James Financial Inc
 132,480 $20,140,934

All Filings in PFG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,892,557 166,010
2026-03-31 $14,639,449 162,462
2025-12-31 $14,264,261 161,708
2025-09-30 $14,103,073 170,101
2025-06-30 $13,776,020 173,436
2025-03-31 $13,980,108 165,700
2024-12-31 $6,007,015 77,600
2024-09-30 $7,564,353 88,060
2024-06-30 $6,982,519 89,006
2024-03-31 $8,618,398 99,854
2023-12-31 $7,904,210 100,473
2023-09-30 $4,233,751 58,745
2023-06-30 $6,889,379 90,841
2023-03-31 $5,530,967 74,421
2022-12-31 $6,354,169 75,717
2022-09-30 $5,043,139 69,898
2022-06-30 $4,904,453 73,431
2022-03-31 $6,569,826 89,495
2021-12-31 $8,854,202 122,414
2021-09-30 $8,697,992 135,062
2021-06-30 $8,741,892 138,343
2021-03-31 $8,241,560 137,451
2020-12-31 $6,984,540 140,789
2020-09-30 $5,560,600 138,083
2020-06-30 $6,261,363 150,731
2020-03-31 $4,959,646 158,253