CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in PFG — Principal Financial Group Inc
CIK 884546
SAN FRANCISCO, CA
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$700,792,888
+$166,987,016 QoQ
Shares Held
6,502,068
+9.8% QoQ
Ownership
3.01%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#7
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,674,723,176 across 46 Asset Management names. PFG ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
23,500,355 | $2,765,286,772 | |
| 2 | BLK |
BlackRock, Inc.
|
1,378,163 | $1,325,186,413 | |
| 3 | TROW |
Price T Rowe Group Inc
|
7,163,538 | $814,422,634 | |
| 4 | ARES |
Ares Management Corp
|
6,748,327 | $751,156,277 | |
| 5 | PFG |
Principal Financial Group Inc
This page
|
6,502,068 | $700,792,888 | |
| 6 | KKR |
KKR & Co. Inc.
|
5,438,163 | $499,114,599 | |
| 7 | APO |
Apollo Global Management, Inc.
|
3,608,191 | $426,885,076 | |
| 8 | STT |
State Street Corp
|
1,967,622 | $333,708,691 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,792,888 | 6,502,068 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $533,805,872 | 5,923,936 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $127,435,399 | 1,444,682 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $119,755,618 | 1,444,405 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $116,647,561 | 1,468,558 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $123,916,581 | 1,468,728 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $112,128,926 | 1,448,507 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $120,576,885 | 1,403,689 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $108,644,463 | 1,384,888 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $117,729,774 | 1,364,034 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $103,153,913 | 1,311,223 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $92,376,515 | 1,281,761 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $96,966,824 | 1,278,571 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $95,220,344 | 1,281,221 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $412,081,187 | 4,910,405 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $324,943,470 | 4,503,721 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $282,599,243 | 4,231,161 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $297,613,903 | 4,054,133 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $275,039,960 | 3,802,571 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $238,559,238 | 3,704,336 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $216,591,370 | 3,427,621 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $186,019,064 | 3,102,386 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $166,109,807 | 3,348,313 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $132,326,575 | 3,285,984 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $126,997,375 | 3,057,231 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $70,911,231 | 2,262,643 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||