PRINCIPAL FINANCIAL GROUP INC
Position in RJF — Raymond James Financial Inc
CIK 1126328
DES MOINES, IA
Position in RJF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$82,115,962
+$2,750,193 QoQ
Shares Held
540,130
-1.5% QoQ
Ownership
0.281%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#45
of 897 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $6,431,474,735 across 34 Asset Management names. RJF ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
55,057,354 | $2,344,892,705 | |
| 2 | KKR |
KKR & Co. Inc.
|
19,677,109 | $1,805,965,062 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
13,551,754 | $607,796,165 | |
| 4 | ARES |
Ares Management Corp
|
4,040,482 | $449,746,049 | |
| 5 | BLK |
BlackRock, Inc.
|
307,521 | $295,699,892 | |
| 6 | AMP |
Ameriprise Financial Inc
|
246,083 | $112,893,036 | |
| 7 | BX |
Blackstone Inc.
|
883,125 | $103,917,318 | |
| 8 | EQH |
Equitable Holdings, Inc.
|
2,003,499 | $87,913,535 |
All Filings in RJF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,115,962 | 540,130 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $79,365,769 | 548,144 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $91,985,790 | 572,799 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $99,409,314 | 575,952 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $92,646,675 | 604,073 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $85,640,931 | 616,521 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $96,917,996 | 623,949 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $76,766,009 | 626,866 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $72,097,385 | 583,265 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $76,898,537 | 598,805 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $71,575,417 | 641,932 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $67,516,878 | 672,278 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $72,523,606 | 698,888 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $66,861,158 | 716,856 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $71,814,845 | 672,109 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $67,301,162 | 681,048 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $62,363,564 | 697,501 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $77,668,010 | 706,651 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $79,334,874 | 790,188 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $69,307,908 | 751,061 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $79,940,849 | 615,403 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $86,079,192 | 702,343 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $73,220,746 | 765,347 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $54,246,618 | 745,555 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $50,877,107 | 739,170 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $26,613,371 | 421,098 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||