UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in PFG — Principal Financial Group Inc
CIK 861177
NEW YORK, NY
Position in PFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$238,853,947
+$61,195,329 QoQ
Shares Held
2,216,125
+12.4% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#16
of 941 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,288,147,930 across 74 Asset Management names. PFG ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,384,840 | $1,331,606,745 | |
| 2 | APO |
Apollo Global Management, Inc.
|
5,657,781 | $669,372,060 | |
| 3 | BX |
Blackstone Inc.
|
4,353,274 | $512,249,747 | |
| 4 | STT |
State Street Corp
|
2,962,274 | $502,401,666 | |
| 5 | AMP |
Ameriprise Financial Inc
|
817,247 | $374,920,228 | |
| 6 | TROW |
Price T Rowe Group Inc
|
3,150,561 | $358,187,276 | |
| 7 | KKR |
KKR & Co. Inc.
|
3,461,541 | $317,700,229 | |
| 8 | PFG |
Principal Financial Group Inc
This page
|
2,216,125 | $238,853,947 |
All Filings in PFG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,853,947 | 2,216,125 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $177,658,618 | 1,971,575 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $174,382,167 | 1,976,898 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $149,167,438 | 1,799,149 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $166,701,165 | 2,098,718 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $152,581,791 | 1,808,484 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $145,317,608 | 1,877,246 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $143,226,306 | 1,667,361 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $131,744,451 | 1,679,343 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $103,210,268 | 1,195,809 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $88,855,555 | 1,129,472 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $83,720,975 | 1,161,662 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $84,180,878 | 1,109,980 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $82,493,708 | 1,109,980 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $106,086,794 | 1,264,142 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $77,857,561 | 1,079,107 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $83,120,216 | 1,244,501 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $87,446,281 | 1,191,204 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $87,172,615 | 1,205,207 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $76,253,138 | 1,184,055 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $68,249,176 | 1,080,063 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $67,211,797 | 1,120,944 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $51,315,041 | 1,034,369 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $47,563,256 | 1,181,109 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $46,154,343 | 1,111,082 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $42,950,179 | 1,370,459 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||