PRICE T ROWE ASSOCIATES INC /MD/
Position in PFG — Principal Financial Group Inc
CIK 80255
BALTIMORE, MD
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,239,601
+$5,652,687 QoQ
Shares Held
289,846
+2.1% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 948 holders
Holding Since
Mar 2020
26 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, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $4,043,415,562 across 59 Asset Management names. PFG ranks #18 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQH |
Equitable Holdings, Inc.
|
18,186,798 | $798,036,696 | |
| 2 | BLK |
BlackRock, Inc.
|
574,366 | $552,287,370 | |
| 3 | KKR |
KKR & Co. Inc.
|
4,810,331 | $441,492,178 | |
| 4 | APO |
Apollo Global Management, Inc.
|
2,438,944 | $288,551,464 | |
| 5 | IVZ |
Invesco Ltd.
|
10,616,670 | $280,173,920 | |
| 6 | STT |
State Street Corp
|
1,635,135 | $277,318,895 | |
| 7 | ARES |
Ares Management Corp
|
1,950,681 | $217,130,301 | |
| 8 | STEP |
StepStone Group Inc.
|
5,167,251 | $213,717,501 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,239,601 | 289,846 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $25,586,914 | 283,952 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,473,672 | 300,121 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,452,562 | 294,929 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,408,600 | 307,297 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,750,147 | 305,217 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $23,422,639 | 302,579 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,018,940 | 302,913 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,151,854 | 307,878 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $26,005,722 | 301,321 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $23,949,903 | 304,450 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $21,528,536 | 298,732 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,075,232 | 304,277 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,834,003 | 307,247 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $25,362,135 | 302,226 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $21,916,500 | 303,763 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,728,764 | 295,385 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $25,190,788 | 343,152 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $26,433,432 | 365,456 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $25,053,338 | 389,027 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,961,945 | 395,030 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $103,411,033 | 1,724,667 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $129,188,557 | 2,604,083 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $115,399,846 | 2,865,653 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $77,044,196 | 1,854,699 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $16,263,391 | 518,934 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||