Position in PFG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$9,852,447
-$547,247 QoQ
Shares Held
109,338
-7.3% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LBP AM SA holds $52,550,783 across 7 Asset Management names. PFG ranks #4 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
138,751 | $12,507,015 | |
| 2 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
340,112 | $12,499,116 | |
| 3 | AMP |
Ameriprise Financial Inc
|
25,569 | $11,362,863 | |
| 4 | PFG |
Principal Financial Group Inc
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|
109,338 | $9,852,447 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
101,902 | $3,781,583 | |
| 6 | CG |
Carlyle Group Inc.
|
39,877 | $1,929,648 | |
| 7 | BEN |
Franklin Resources Inc
|
26,169 | $618,111 |
All Filings in PFG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,852,447 | 109,338 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,399,694 | 117,897 | Shares | Sole | 2026-01-26 | |
| 2024-06-30 | $5,015,308 | 63,930 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,417,419 | 62,767 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,524,939 | 19,384 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,081,352 | 42,755 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,362,264 | 31,148 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,136,922 | 28,753 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,516,592 | 29,988 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||