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Equibles

PRINCIPAL FINANCIAL GROUP INC

Position in PJT — PJT Partners Inc.

CIK 1126328 DES MOINES, IA
Back to PJT Full portfolio

Position in PJT

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$30,616,970
+$4,241,467 QoQ
Shares Held
202,842
+7.5% QoQ
Ownership
0.793%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#21
of 415 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PJT Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

PRINCIPAL FINANCIAL GROUP INC holds $2,624,731,102 across 28 Capital Markets names. PJT ranks #12 (1.2% 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 PJT

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $30,616,970 202,842
2026-03-31 $26,375,503 188,774
2025-12-31 $27,427,320 164,039
2025-09-30 $26,421,163 148,659
2025-06-30 $25,793,867 156,317
2025-03-31 $19,796,671 143,579
2024-12-31 $22,082,984 139,934
2024-09-30 $17,906,228 134,290
2024-06-30 $14,474,831 134,138
2024-03-31 $12,915,127 137,016
2023-12-31 $13,230,059 129,872
2023-09-30 $996,971 12,550
2023-06-30 $639,782 9,187
2022-12-31 $210,532 2,857
2022-09-30 $226,853 3,395
2022-06-30 $261,793 3,725
2022-03-31 $248,124 3,931
2021-12-31 $276,355 3,730
2021-09-30 $361,849 4,574
2021-06-30 $262,321 3,675
2021-03-31 $335,814 4,964
2020-12-31 $443,598 5,895
2020-09-30 $7,235,560 119,379
2020-06-30 $6,189,755 120,564
2020-03-31 $3,431,888 79,094