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Equibles

Universal- Beteiligungs- und Servicegesellschaft mbH

Position in PFG — Principal Financial Group Inc

CIK 2057170 FRANKFURT AM MAIN, 2M
Back to PFG Full portfolio

Position in PFG

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$22,288,796
+$3,302,619 QoQ
Shares Held
206,799
-1.9% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#81
of 948 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 97% Shared 3% None 0%

Common Shares in PFG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Universal- Beteiligungs- und Servicegesellschaft mbH holds $545,103,752 across 42 Asset Management names. PFG ranks #9 (4.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 113,160 $108,810,129
2 BX
Blackstone Inc.
 587,851 $69,172,427
3 AMP
Ameriprise Financial Inc
 129,356 $59,343,358
4 STT
State Street Corp
 265,920 $45,100,032
5 KKR
KKR & Co. Inc.
 288,844 $26,510,102
6 NTRS
Northern Trust Corp
 149,774 $26,036,712
7 APO
Apollo Global Management, Inc.
 204,858 $24,236,749
8 HASI
HA Sustainable Infrastructure Capital, Inc.
 590,664 $23,065,429

All Filings in PFG

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $22,288,796 206,799
2026-03-31 $18,986,177 210,700
2025-12-31 $18,330,831 207,809
2025-09-30 $11,548,119 139,285
2025-06-30 $10,931,394 137,623
2025-03-31 $9,019,659 106,906
2024-12-31 $7,891,252 101,941