Plato Investment Management Ltd
Position in PFG — Principal Financial Group Inc
CIK 1984475
SYDNEY, C3
Position in PFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,050,531
+$172,229 QoQ
Shares Held
9,747
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#362
of 941 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Plato Investment Management Ltd holds $14,267,414 across 12 Asset Management names. PFG ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,645 | $3,504,886 | |
| 2 | AMP |
Ameriprise Financial Inc
|
6,249 | $2,866,791 | |
| 3 | STT |
State Street Corp
|
13,231 | $2,243,977 | |
| 4 | BX |
Blackstone Inc.
|
11,761 | $1,383,916 | |
| 5 | APO |
Apollo Global Management, Inc.
|
10,945 | $1,294,902 | |
| 6 | PFG |
Principal Financial Group Inc
This page
|
9,747 | $1,050,531 | |
| 7 | TROW |
Price T Rowe Group Inc
|
8,495 | $965,796 | |
| 8 | RJF |
Raymond James Financial Inc
|
4,559 | $693,104 |
All Filings in PFG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,050,531 | 9,747 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $878,302 | 9,747 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $859,782 | 9,747 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $704,735 | 8,500 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $450,209 | 5,668 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $477,956 | 5,665 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $463,918 | 5,993 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $514,798 | 5,993 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $470,150 | 5,993 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $517,255 | 5,993 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $2,674 | 34 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||