Position history for PRINCIPAL FINANCIAL GROUP INC's holdings in LPL FINL HLDGS INC
PRINCIPAL FINANCIAL GROUP INC holds 2.6M shares of LPLA (LPL FINL HLDGS INC), worth $793.2M as of 2026-Q1. The position was increased (+36.3% shares). LPLA represents 0.4% of PRINCIPAL FINANCIAL GROUP INC's portfolio.
Current Value
$793.2M
Current Shares
2.6M
Total Value Change
+$787M
Total Shares Change
+2.6M
Other major holders of LPLA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 2.6M |
+36.3% |
| $793.2M |
| 0.4% |
| $306.22 |
49 |
| 2025-Q4 | Decreased | 1.9M | -1.8% | $691M | 0.4% | $359.75 | 0 |
| 2025-Q3 | Increased | 2M | +23.4% | $655.4M | 0.3% | $340.33 | 46 |
| 2025-Q2 | Increased | 1.6M | +53.8% | $598.8M | 0.3% | $364.36 | 53 |
| 2025-Q1 | Increased | 1M | +1453.3% | $339.8M | 0.2% | $336.08 | 60 |
| 2024-Q4 | Increased | 66,869 | +163.1% | $21.8M | 0.0% | $325.88 | 46 |
| 2024-Q3 | Increased | 25,418 | +15.7% | $5.9M | 0.0% | $229.86 | 31 |
| 2024-Q2 | Increased | 21,974 | +47.9% | $6.1M | 0.0% | $277.67 | 37 |