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Equibles

MORGAN STANLEY

Position in PFG — Principal Financial Group Inc

CIK 895421 NEW YORK, NY
Back to PFG Full portfolio

Position in PFG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$322,062,152
+$51,165,638 QoQ
Shares Held
2,988,144
-0.6% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 948 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 79% Shared 0% None 21%

Common Shares in PFG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. PFG ranks #15 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 34,842,332 $4,099,897,196
2 BLK
BlackRock, Inc.
 3,487,404 $3,353,348,182
3 APO
Apollo Global Management, Inc.
 8,937,664 $1,057,415,020
4 KKR
KKR & Co. Inc.
 9,004,913 $826,470,907
5 STT
State Street Corp
 4,731,988 $802,545,157
6 AMP
Ameriprise Financial Inc
 1,743,842 $800,004,946
7 BN
BROOKFIELD Corp /ON/
 13,738,306 $585,114,445
8 AMG
Affiliated Managers Group, Inc.
 1,487,219 $503,274,901

All Filings in PFG

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $322,062,152 2,988,144
2026-03-31 $270,896,514 3,006,287
2025-12-31 $271,674,180 3,079,857
2025-09-30 $250,735,419 3,024,188
2025-06-30 $252,018,356 3,172,836
2025-03-31 $250,563,791 2,969,821
2024-12-31 $225,386,638 2,911,596
2024-09-30 $249,392,260 2,903,286
2024-06-30 $224,969,880 2,867,685
2024-03-31 $233,446,188 2,704,741
2023-12-31 $268,636,487 3,414,726
2023-09-30 $188,382,323 2,613,880
2023-06-30 $201,925,586 2,662,521
2023-03-31 $215,071,966 2,893,864
2022-12-31 $378,825,278 4,514,124
2022-09-30 $194,644,893 2,697,781
2022-06-30 $200,468,442 3,001,474
2022-03-31 $288,086,456 3,924,349
2021-12-31 $70,268,447 971,498
2021-09-30 $65,857,883 1,022,638
2021-06-30 $59,557,581 942,516
2021-03-31 $58,351,031 973,166
2020-12-31 $54,160,473 1,091,725
2020-09-30 $57,285,400 1,422,533
2020-06-30 $45,443,469 1,093,969
2020-03-31 $17,816,786 568,500