Position in PIPR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$23,914,084
-$1,402,455 QoQ
Shares Held
330,579
-0.0% QoQ
Ownership
0.468%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#38
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,624,731,102 across 28 Capital Markets names. PIPR ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,684,964 | $756,300,657 | |
| 2 | MS |
Morgan Stanley
|
2,836,822 | $593,009,270 | |
| 3 | GS |
Goldman Sachs Group Inc
|
341,329 | $345,209,910 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,741,997 | $253,004,061 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
864,507 | $86,692,761 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
2,669,062 | $73,078,916 | |
| 7 | SF |
Stifel Financial Corp
|
1,023,213 | $71,389,570 | |
| 8 | SNEX |
StoneX Group Inc.
|
677,814 | $53,547,305 |
All Filings in PIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,914,084 | 330,579 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $25,316,539 | 330,719 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $27,042,954 | 79,606 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $27,911,528 | 80,439 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $22,678,236 | 81,594 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $19,933,409 | 80,487 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $23,247,923 | 77,506 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $21,372,879 | 75,307 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $17,886,510 | 77,710 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $15,801,391 | 79,608 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $15,059,454 | 86,118 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $12,531,533 | 86,240 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $11,353,163 | 87,832 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $11,552,172 | 83,343 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $36,209,093 | 278,125 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $29,015,283 | 277,022 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $35,426,926 | 312,517 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $38,621,362 | 294,258 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $73,507,739 | 411,785 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $59,698,274 | 431,159 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $55,792,811 | 430,633 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $40,708,768 | 371,261 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $35,828,278 | 355,087 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $26,155,900 | 358,300 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $21,939,012 | 370,842 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $16,253,349 | 321,403 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||