Position in PFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,395,248
+$7,555,131 QoQ
Shares Held
226,343
+21.1% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#69
of 941 holders
Holding Since
Mar 2020
16 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, 2026ACADIAN ASSET MANAGEMENT LLC holds $330,950,835 across 18 Asset Management names. PFG ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
814,121 | $138,074,921 | |
| 2 | NTRS |
Northern Trust Corp
|
586,241 | $101,912,135 | |
| 3 | AMP |
Ameriprise Financial Inc
|
95,255 | $43,699,183 | |
| 4 | PFG |
Principal Financial Group Inc
This page
|
226,343 | $24,395,248 | |
| 5 | VCTR |
Victory Capital Holdings, Inc.
|
99,890 | $8,396,753 | |
| 6 | NOAH |
Noah Holdings Ltd
|
632,536 | $6,319,034 | |
| 7 | CRBG |
Corebridge Financial, Inc.
|
165,895 | $4,749,573 | |
| 8 | SII |
Sprott Inc.
|
12,205 | $1,371,231 |
All Filings in PFG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,395,248 | 226,343 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $16,840,117 | 186,884 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $19,858,099 | 225,123 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $7,633,772 | 92,073 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $25,497 | 321 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $8,490,490 | 100,634 | Shares | Defined | 2025-05-21 | |
| 2024-12-31 | $6,399,949 | 82,676 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $24,036,194 | 279,816 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $27,806,367 | 354,447 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $6,074,497 | 70,380 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $5,035,273 | 64,005 | Shares | Defined | 2024-02-13 | |
| 2021-03-31 | $530,046 | 8,840 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $590,855 | 11,910 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $8,529,145 | 211,799 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $29,739,441 | 715,923 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $24,970,427 | 796,759 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||