Position in PJT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$26,375,503
-$1,051,817 QoQ
Shares Held
188,774
+15.1% QoQ
Ownership
0.731%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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 Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,416,946,670 across 30 Capital Markets names. PJT ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,636,544 | $793,151,530 | |
| 2 | MS |
Morgan Stanley
|
3,021,966 | $497,324,943 | |
| 3 | GS |
Goldman Sachs Group Inc
|
346,674 | $293,282,736 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,851,720 | $268,004,644 | |
| 5 | SF |
Stifel Financial Corp
|
1,075,067 | $79,468,952 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
890,302 | $61,697,928 | |
| 7 | LAZ |
Lazard, Inc.
|
1,267,322 | $53,835,837 | |
| 8 | SNEX |
StoneX Group Inc.
|
440,539 | $53,294,205 |
All Filings in PJT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,375,503 | 188,774 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $27,427,320 | 164,039 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $26,421,163 | 148,659 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $25,793,867 | 156,317 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $19,796,671 | 143,579 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $22,082,984 | 139,934 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $17,906,228 | 134,290 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $14,474,831 | 134,138 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $12,915,127 | 137,016 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $13,230,059 | 129,872 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $996,971 | 12,550 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $639,782 | 9,187 | Shares | Defined | 2023-08-07 | |
| 2022-12-31 | $210,532 | 2,857 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $226,853 | 3,395 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $261,793 | 3,725 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $248,124 | 3,931 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $276,355 | 3,730 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $361,849 | 4,574 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $262,321 | 3,675 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $443,598 | 5,895 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $7,235,560 | 119,379 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $6,189,755 | 120,564 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $3,431,888 | 79,094 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||