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Equibles

STIFEL FINANCIAL CORP

Position in PFG — Principal Financial Group Inc

CIK 720672 ST. LOUIS, MO
Back to PFG Full portfolio

Position in PFG

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$24,720,743
+$6,174,846 QoQ
Shares Held
229,363
+11.4% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#68
of 948 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in PFG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $1,481,600,305 across 287 Asset Management names. PFG ranks #9 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 2,226,603 $262,004,372
2 BN
BROOKFIELD Corp /ON/
 2,837,188 $120,835,834
3 BLK
BlackRock, Inc.
 122,288 $117,587,246
4 TROW
Price T Rowe Group Inc
 845,480 $96,122,619
5 ARCC
Ares Capital Corp
 2,640,857 $48,935,077
6 APO
Apollo Global Management, Inc.
 289,781 $34,283,987
7 AMP
Ameriprise Financial Inc
 59,829 $27,447,149
8 KKR
KKR & Co. Inc.
 273,957 $25,143,771

All Filings in PFG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,720,743 229,363
2026-03-31 $18,545,897 205,814
2025-12-31 $1,319,003 14,953
2025-09-30 $1,154,686 13,927
2025-06-30 $1,295,979 16,316
2025-03-31 $1,230,535 14,585
2024-12-31 $1,133,126 14,638
2024-09-30 $1,211,876 14,108
2024-06-30 $1,292,227 16,472
2024-03-31 $1,870,250 21,669
2023-12-31 $2,523,811 32,081
2023-09-30 $1,448,461 20,098
2023-06-30 $1,307,479 17,240
2023-03-31 $1,790,218 24,088
2022-12-31 $1,886,939 22,485
2022-09-30 $1,698,553 23,542
2022-06-30 $1,486,878 22,262
2022-03-31 $1,219,778 16,616
2021-12-31 $4,869,036 67,317
2021-09-30 $3,573,811 55,494
2021-06-30 $3,606,883 57,080
2021-03-31 $3,200,723 53,381
2020-12-31 $2,285,927 46,078
2020-09-30 $1,842,270 45,748
2020-06-30 $602,287 14,499
2020-03-31 $670,737 21,402