B. Metzler seel. Sohn & Co. AG
Position in PFG — Principal Financial Group Inc
CIK 1847838
FRANKFURT, 2M
Position in PFG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,059,414
+$156,336 QoQ
Shares Held
33,952
+3.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 80.05124882186617.ToString("F0")%
Shared 0.ToString("F0")%
None 19.948751178133836.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026B. Metzler seel. Sohn & Co. AG holds $68,538,983 across 16 Asset Management names. PFG ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,117 | $20,308,429 | |
| 2 | AMP |
Ameriprise Financial Inc
|
22,223 | $9,875,900 | |
| 3 | NTRS |
Northern Trust Corp
|
49,248 | $6,873,543 | |
| 4 | KKR |
KKR & Co. Inc.
|
73,844 | $6,830,569 | |
| 5 | STT |
State Street Corp
|
29,838 | $3,776,296 | |
| 6 | PFG |
Principal Financial Group Inc
This page
|
33,952 | $3,059,414 | |
| 7 | BX |
Blackstone Inc.
|
26,528 | $3,050,453 | |
| 8 | HLNE |
Hamilton Lane INC
|
29,155 | $2,898,007 |
All Filings in PFG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,059,414 | 33,952 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,903,078 | 32,911 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $910,848 | 10,986 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,015,591 | 12,786 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $969,073 | 11,486 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,661,063 | 21,458 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,441,191 | 28,419 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $2,229,470 | 28,419 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,365,066 | 27,402 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,613,756 | 20,513 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,021,735 | 14,177 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $946,709 | 12,483 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $975,524 | 13,126 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $1,101,533 | 13,126 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,465,510 | 20,312 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,186,323 | 17,762 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,369,389 | 18,654 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,349,243 | 18,654 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||