MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in PFG — Principal Financial Group Inc

CIK 912938 Boston, MA

Position in PFG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$43,577,284

+$5,727,931 QoQ

Shares Held

404,317

-3.7% QoQ

Ownership

0.187%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#50

of 948 holders

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 97% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $4,764,287,648 across 18 Asset Management names. PFG ranks #13 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTRS	Northern Trust Corp	5,702,539	$991,329,376
2	KKR	KKR & Co. Inc.	10,616,489	$974,381,358
3	BLK	BlackRock, Inc.	954,863	$918,158,064
4	CG	Carlyle Group Inc.	7,739,524	$325,911,353
5	RJF	Raymond James Financial Inc	1,896,135	$288,269,400
6	ARES	Ares Management Corp	2,166,904	$241,198,081
7	EQH	Equitable Holdings, Inc.	4,234,561	$185,812,534
8	BN	BROOKFIELD Corp /ON/	4,030,678	$171,666,574

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,577,284	404,317	-3.7%	Shares	Sole	2026-08-03
2026-03-31	$37,849,353	420,035	-19.3%	Shares	Defined	2026-05-14
2025-12-31	$45,910,038	520,463	-7.3%	Shares	Sole	2026-01-22
2025-09-30	$46,538,542	561,314	-7.8%	Shares	Sole	2025-10-29
2025-06-30	$48,369,215	608,954	+2.9%	Shares	Sole	2025-08-08
2025-03-31	$49,944,507	591,970	+29.5%	Shares	Sole	2025-05-02
2024-12-31	$35,387,362	457,142	-1.9%	Shares	Sole	2025-02-12
2024-09-30	$40,040,823	466,133	+85.6%	Shares	Sole	2024-11-12
2024-06-30	$19,697,853	251,088	+596.7%	Shares	Sole	2024-08-09
2020-12-31	$1,787,845	36,038	0.0%	Shares	Defined	2021-05-12
2020-09-30	$1,451,250	36,038	+246.6%	Shares	Defined	2020-11-12
2020-06-30	$431,974	10,399	—	Shares	Defined	2020-11-20
No filing history on record for this holder in this stock.