Position in XP
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$224,881
+$38,002 QoQ
Shares Held
11,811
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XP 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.
| # | 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 XP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,881 | 11,811 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $186,879 | 11,416 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $279,839 | 14,893 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $355,802 | 17,614 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $295,075 | 21,460 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $265,534 | 22,408 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $486,909 | 27,141 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $534,067 | 30,362 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $714,810 | 27,857 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $574,061 | 22,020 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $753,941 | 32,709 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $728,432 | 31,050 | Shares | Defined | 2023-08-07 | |
| 2021-12-31 | $452,051 | 15,729 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||