EDENTREE ASSET MANAGEMENT Ltd
Position in PFG — Principal Financial Group Inc
CIK 1980273
LONDON, X0
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,296,706
-$1,281,766 QoQ
Shares Held
67,700
-28.9% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#143
of 948 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026EDENTREE ASSET MANAGEMENT Ltd holds $15,938,471 across 2 Asset Management names. PFG ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
221,300 | $8,641,765 | |
| 2 | PFG |
Principal Financial Group Inc
This page
|
67,700 | $7,296,706 |
All Filings in PFG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,296,706 | 67,700 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,578,472 | 95,200 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,397,592 | 95,200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,978,626 | 168,600 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,803,298 | 148,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,111,960 | 108,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,307,641 | 107,320 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||