Position in PHK
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$52,217
-$4,450 QoQ
Shares Held
11,278
-3.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PHK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $6,620,168,937 across 37 Asset Management names. PHK ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
63,823,308 | $2,582,929,273 | |
| 2 | KKR |
KKR & Co. Inc.
|
19,507,741 | $1,804,466,041 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
12,735,547 | $566,095,063 | |
| 4 | ARES |
Ares Management Corp
|
4,009,291 | $437,413,647 | |
| 5 | BLK |
BlackRock, Inc.
|
353,663 | $340,121,241 | |
| 6 | HLNE |
Hamilton Lane INC
|
1,103,913 | $109,728,951 | |
| 7 | AMP |
Ameriprise Financial Inc
|
222,465 | $98,863,445 | |
| 8 | BX |
Blackstone Inc.
|
858,964 | $98,772,269 |
All Filings in PHK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,217 | 11,278 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $56,667 | 11,660 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $60,548 | 12,134 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||