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LPLA
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.6M
+36.3%
$793.2M0.4%$306.22
49
2025-Q4
Decreased
1.9M
-1.8%
$691M0.4%$359.75
0
2025-Q3
Increased
2M
+23.4%
$655.4M0.3%$340.33
46
2025-Q2
Increased
1.6M
+53.8%
$598.8M0.3%$364.36
53
2025-Q1
Increased
1M
+1453.3%
$339.8M0.2%$336.08
60
2024-Q4
Increased
66,869
+163.1%
$21.8M0.0%$325.88
46
2024-Q3
Increased
25,418
+15.7%
$5.9M0.0%$229.86
31
2024-Q2
Increased
21,974
+47.9%
$6.1M0.0%$277.67
37

Other major holders of LPLA: VANGUARD GROUP INC

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