STATE OF WISCONSIN INVESTMENT BOARD
Position in PFG — Principal Financial Group Inc
CIK 854157
MADISON, WI
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,032,581
-$1,053,216 QoQ
Shares Held
158,031
-21.3% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#91
of 941 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, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $447,615,293 across 38 Asset Management names. PFG ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
79,365 | $76,314,209 | |
| 2 | BX |
Blackstone Inc.
|
396,172 | $46,617,559 | |
| 3 | KKR |
KKR & Co. Inc.
|
334,515 | $30,701,786 | |
| 4 | APO |
Apollo Global Management, Inc.
|
251,989 | $29,812,818 | |
| 5 | STT |
State Street Corp
|
173,943 | $29,500,732 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
627,499 | $26,725,182 | |
| 7 | AMP |
Ameriprise Financial Inc
|
49,336 | $22,633,383 | |
| 8 | PFG |
Principal Financial Group Inc
This page
|
158,031 | $17,032,581 |
All Filings in PFG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,032,581 | 158,031 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,085,797 | 200,708 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,160,182 | 217,211 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,025,071 | 205,344 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,766,004 | 211,079 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,361,686 | 134,665 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,298,007 | 133,032 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,696,631 | 171,090 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,421,932 | 171,089 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,482,904 | 167,801 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,859,346 | 188,882 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,836,128 | 164,231 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,956,881 | 131,288 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,892,363 | 133,105 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,226,481 | 133,776 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,496,309 | 145,479 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,381,182 | 245,264 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,578,309 | 253,076 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $14,882,259 | 205,755 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,955,351 | 216,698 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,659,466 | 216,165 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $13,295,350 | 221,737 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,123,378 | 183,902 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $9,099,087 | 225,952 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,373,168 | 225,642 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $7,069,426 | 225,572 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||