V-Square Quantitative Management LLC

Position in PFG — Principal Financial Group Inc

CIK 1943239 CHICAGO, IL

Position in PFG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,255,080

+$380,883 QoQ

Shares Held

20,923

+0.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#255

of 941 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Financial Services · as of Jun 30, 2026

V-Square Quantitative Management LLC holds $14,440,886 across 17 Asset Management names. PFG ranks #2 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	2,960	$2,846,217
2	PFG	Principal Financial Group Inc This page	20,923	$2,255,080
3	STT	State Street Corp	9,083	$1,540,476
4	APO	Apollo Global Management, Inc.	10,526	$1,245,331
5	AMP	Ameriprise Financial Inc	2,696	$1,236,816
6	TROW	Price T Rowe Group Inc	10,495	$1,193,176
7	NTRS	Northern Trust Corp	4,901	$851,989
8	RJF	Raymond James Financial Inc	5,337	$811,384

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,255,080	20,923	+0.6%	Shares	Sole	2026-07-27
2026-03-31	$1,874,197	20,799	+6.7%	Shares	Sole	2026-04-27
2025-12-31	$1,719,918	19,498	-4.3%	Shares	Sole	2026-01-22
2025-09-30	$1,688,710	20,368	+8.3%	Shares	Sole	2025-11-12
2025-06-30	$1,493,522	18,803	+129.8%	Shares	Sole	2025-07-17
2025-03-31	$690,230	8,181	-0.0%	Shares	Sole	2025-05-13
2024-12-31	$633,600	8,185	+6.4%	Shares	Sole	2025-01-30
2024-09-30	$660,742	7,692	+13.8%	Shares	Sole	2024-10-17
2024-06-30	$530,165	6,758	+8.4%	Shares	Sole	2024-07-16
2024-03-31	$538,229	6,236	+16.4%	Shares	Sole	2024-04-24
2023-12-31	$421,435	5,357	+25.2%	Shares	Sole	2024-02-21
2023-09-30	$308,315	4,278	+185.4%	Shares	Sole	2023-11-13
2023-06-30	$113,684	1,499	—	Shares	Sole	2023-07-26
No filing history on record for this holder in this stock.