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Equibles

CITIGROUP INC

Position in PFG — Principal Financial Group Inc

CIK 831001 NEW YORK, NY
Back to PFG Full portfolio

Position in PFG

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$41,824,997
+$23,554,746 QoQ
Shares Held
388,059
+91.4% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#53
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)

Derivatives in PFG

reported options exposure · as of Dec 31, 2020
CallValue
$14,883
CallShares
300
PutValue
$14,883
PutShares
300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Asset Management

Financial Services · as of Jun 30, 2026

CITIGROUP INC holds $1,387,084,162 across 112 Asset Management names. PFG ranks #11 (3.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RJF
Raymond James Financial Inc
 1,311,746 $199,424,744
2 BLK
BlackRock, Inc.
 175,232 $168,496,080
3 TROW
Price T Rowe Group Inc
 1,374,778 $156,298,510
4 BX
Blackstone Inc.
 1,225,373 $144,189,639
5 ARES
Ares Management Corp
 988,889 $110,073,233
6 KKR
KKR & Co. Inc.
 1,026,749 $94,235,022
7 APO
Apollo Global Management, Inc.
 696,888 $82,448,817
8 STT
State Street Corp
 392,837 $66,625,154

All Filings in PFG

Export CSV
34 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $41,824,997 388,059
2026-03-31 $18,270,251 202,755
2025-12-31 $21,120,384 239,433
2025-09-30 $16,878,318 203,574
2025-06-30 $17,168,076 216,141
2025-03-31 $17,441,471 206,726
2024-12-31 $11,635,339 150,308
2024-09-30 $20,958,996 243,993
2024-06-30 $22,827,378 290,980
2024-03-31 $12,721,918 147,398
2023-12-31 $9,473,202 120,417
2023-09-30 $10,016,358 138,981
2023-06-30 $11,268,759 148,586
2023-03-31 $26,043,510 350,424
2022-12-31 $30,831,451 367,391
2022-09-30 $14,175,886 196,478
2022-06-30 $16,211,399 242,722
2022-03-31 $17,364,472 236,541
2021-12-31 $19,014,037 262,879
2021-09-30 $16,579,712 257,449
2021-06-30 $23,153,256 366,407
2021-03-31 $22,679,987 378,252
2020-12-31 $15,643,072 315,321
2020-12-31 $14,883 300
2020-12-31 $14,883 300
2020-09-30 $76,513 1,900
2020-09-30 $12,081 300
2020-09-30 $13,583,189 337,303
2020-06-30 $8,738,850 210,372
2020-06-30 $37,386 900
2020-06-30 $124,620 3,000
2020-03-31 $131,628 4,200
2020-03-31 $3,817,742 121,817
2020-03-31 $94,020 3,000