Deseret Mutual Benefit Administrators
Position in PFG — Principal Financial Group Inc
CIK 1789351
SALT LAKE CITY, UT
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$110,905
+$13,677 QoQ
Shares Held
1,029
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#710
of 941 holders
Holding Since
Jun 2021
21 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, 2026Deseret Mutual Benefit Administrators holds $2,800,415 across 14 Asset Management names. PFG ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
6,453 | $733,641 | |
| 2 | AMP |
Ameriprise Financial Inc
|
1,275 | $584,919 | |
| 3 | BX |
Blackstone Inc.
|
4,363 | $513,394 | |
| 4 | BLK |
BlackRock, Inc.
|
215 | $206,735 | |
| 5 | STT |
State Street Corp
|
1,054 | $178,758 | |
| 6 | PFG |
Principal Financial Group Inc
This page
|
1,029 | $110,905 | |
| 7 | CRBG |
Corebridge Financial, Inc.
|
3,373 | $96,568 | |
| 8 | NTRS |
Northern Trust Corp
|
471 | $81,878 |
All Filings in PFG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,905 | 1,029 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $97,228 | 1,079 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $50,897 | 577 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $47,839 | 577 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $45,831 | 577 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $48,681 | 577 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $83,447 | 1,078 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $92,600 | 1,078 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $85,118 | 1,085 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $93,646 | 1,085 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $37,682 | 479 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $44,755 | 621 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $56,880 | 750 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $55,740 | 750 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $62,940 | 750 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $105,194 | 1,458 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $122,826 | 1,839 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $135,000 | 1,839 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $160,138 | 2,214 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $142,581 | 2,214 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $195,699 | 3,097 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||