Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$164,847,676
+$12,147,632 QoQ
Shares Held
1,529,483
-9.7% QoQ
Ownership
0.708%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#18
of 948 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Legal & General Group Plc holds $5,119,698,058 across 80 Asset Management names. PFG ranks #11 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
839,302 | $807,039,230 | |
| 2 | BX |
Blackstone Inc.
|
5,143,770 | $605,267,414 | |
| 3 | KKR |
KKR & Co. Inc.
|
5,129,423 | $470,778,441 | |
| 4 | APO |
Apollo Global Management, Inc.
|
3,887,979 | $459,986,794 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
10,447,234 | $444,947,695 | |
| 6 | STT |
State Street Corp
|
1,950,759 | $330,848,726 | |
| 7 | AMP |
Ameriprise Financial Inc
|
572,603 | $262,687,351 | |
| 8 | NTRS |
Northern Trust Corp
|
1,191,062 | $207,054,216 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,847,676 | 1,529,483 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $152,700,044 | 1,694,596 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $144,602,828 | 1,639,302 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $133,950,721 | 1,615,616 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $125,668,266 | 1,582,126 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $139,239,690 | 1,650,346 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $125,955,358 | 1,627,120 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $149,368,073 | 1,738,860 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $136,242,781 | 1,736,683 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $158,693,449 | 1,838,645 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $148,644,761 | 1,889,472 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $144,592,022 | 2,006,272 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $158,876,229 | 2,094,887 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $135,061,661 | 1,817,299 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $153,229,360 | 1,825,898 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $137,078,216 | 1,899,906 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $134,408,329 | 2,012,402 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $141,841,553 | 1,932,183 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $137,426,999 | 1,900,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $125,937,419 | 1,955,550 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $118,295,407 | 1,872,059 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $107,743,082 | 1,796,916 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $87,701,946 | 1,767,828 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $70,196,971 | 1,743,158 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $74,310,198 | 1,788,883 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $55,611,356 | 1,774,453 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||