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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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Stock (common), issuer CIK 1126328

771 managers (786 13F filers) reported a position in PFG shares at 2024-12-31, 163,585,313 shares in all. 44 filers opened a position and 80 filers sold out during the quarter.

Managers
771
13F filers
786
New
44
Added
271
Reduced
273
Sold out
80
Shares held by filers
163,585,313

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
New York Life Investment Management LLCin group New York Life Investment Mana…31,648$2.45M0.02%-30413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS30,607$2.37M0.01%+3,73113F-HRTimeline
Dakota Wealth Management30,270$2.34M0.05%-1,28113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC29,179$2.32M0.01%-86313F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC29,485$2.28M0.03%-10,18313F-HRTimeline
Argent Trust Co29,345$2.27M0.09%+16113F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.29,295$2.27M0.01%+1,77213F-HRTimelineGroup
AlphaQuest LLC29,201$2.26M0.3%+4,55513F-HRTimeline
FOSTER & MOTLEY INC29,005$2.25M0.15%-2,60013F-HRTimeline
FAS Wealth Partners, Inc.28,898$2.24M0.19%+85013F-HRTimeline
UniSuper Management Pty Ltd28,828$2.23M0.02%-4,20413F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN28,000$2.18M0.01%-12413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding28,106$2.18M-3,341Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC27,604$2.14M0.01%+9513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…27,397$2.12M0.01%+20,03713F-HRTimeline
Sanctuary Advisors, LLC25,107$2.1M0.01%+17513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson27,041$2.09M<0.01%-2,21713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC26,970$2.09M<0.01%-1,41913F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT25,998$2.01M0.17%-73813F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC25,981$2.01M0.04%+1,09013F-HRTimeline
Sciencast Management LP25,919$2.01M0.55%new13F-HRTimeline
Private Advisor Group, LLC25,842$2M0.01%+2613F-HRTimeline
Columbus Macro, LLC25,653$1.99M0.28%+8,16913F-HRTimeline
Centric Wealth Management25,507$1.97M0.53%-32713F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…25,209$1.95M0.02%-1,02913F-HRTimelineGroup
Entropy Technologies, LP25,014$1.94M0.2%+21,58913F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding24,805$1.92M-2,153Timeline
HOHIMER WEALTH MANAGEMENT, LLC24,724$1.91M0.36%013F-HRTimeline
Siemens Fonds Invest GmbH24,752$1.91M0.13%+71313F-HR/ATimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…24,194$1.87M0.02%+48913F-HRTimelineGroup
State of Alaska, Department of Revenue23,994$1.86M0.02%-10,48513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…23,785$1.84M0.01%-51013F-HRTimeline
MACKENZIE FINANCIAL CORP23,678$1.83M<0.01%-7,19413F-HR/ATimeline
Sound View Wealth Advisors Group, LLC23,442$1.81M0.15%-99913F-HRTimeline
Candriam S.C.A.23,424$1.81M0.01%-1,74413F-HRTimeline
Elo Mutual Pension Insurance Co23,384$1.81M0.04%+2,65613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\23,173$1.79M<0.01%-50613F-HRTimelineGroup
Weaver C. Barksdale & Associates, Inc.22,900$1.77M1.7%+2,76013F-HRTimeline
LECAP ASSET MANAGEMENT LTD22,469$1.74M0.47%+12,93313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK22,349$1.73M0.01%-51313F-HRTimelineGroup
BBR PARTNERS, LLC22,052$1.71M0.12%+11,05213F-HRTimeline
Avanza Fonder AB21,477$1.66M0.05%13F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG21,458$1.66M0.02%-6,96113F-HRTimelineGroup
Kentucky Retirement Systemsgroup of 2 filers holding24,336$1.61M+3,185Timeline
MAI Capital Management20,668$1.6M0.01%+3,05713F-HRTimeline
Janney Montgomery Scott LLC20,224$1.57M<0.01%-1,54013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO20,048$1.55M<0.01%-6,13413F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.20,005$1.55M<0.01%+48813F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC19,950$1.54M<0.01%+3,47713F-HRTimelineGroup
MIZUHO SECURITIES USA LLC19,944$1.54M0.03%+6,12813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,921$1.54M<0.01%-4,22813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV19,794$1.53M<0.01%-3,63713F-HRTimeline
CHOREO, LLC19,798$1.53M0.02%-74013F-HRTimeline
Crestline Management, L.P.19,588$1.52M0.05%+3,45313F-HRTimeline
Gulf International Bank (UK) Ltd19,116$1.48M0.04%013F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …18,930$1.47M<0.01%+69013F-HRTimelineGroup
Tredje AP-fonden18,842$1.46M0.01%-18,84113F-HRTimeline
Mediolanum International Funds Ltd18,628$1.44M0.02%new13F-HRTimeline
GoalVest Advisory LLC18,278$1.41M0.39%+25413F-HRTimeline
Handelsbanken Fonder AB18,119$1.4M0.01%-15,85513F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND18,003$1.39M0.03%-18013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.17,754$1.37M0.01%-1,89813F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC17,578$1.36M0.18%+21913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,485$1.35M0.03%+32413F-HRTimelineGroup
INCEPTIONR LLC17,116$1.32M0.3%new13F-HRTimeline
Pacer Advisors, Inc.16,979$1.31M<0.01%-47,11613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC16,857$1.3M0.01%+1,05813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,558$1.28M<0.01%-51113F-HRTimelineGroup
CORNERCAP INVESTMENT COUNSEL INC16,414$1.27M0.41%-72313F-HRTimeline
MONTAG A & ASSOCIATES INC16,192$1.25M0.06%013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…15,768$1.22M0.01%-56613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,638$1.13M<0.01%+53013F-HRTimelineGroup
Crossmark Global Holdings, Inc.14,648$1.13M0.02%-60913F-HRTimeline
HighTower Advisors, LLC14,451$1.12M<0.01%+1,08013F-HRTimeline
Headlands Technologies LLC14,398$1.11M0.11%+4,38613F-HRTimeline
OneDigital Investment Advisors LLC14,370$1.11M0.01%-1413F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…13,623$1.05M0.43%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.13,595$1.05M0.01%+1113F-HRTimeline
Sterling Capital Management LLC13,485$1.04M0.01%+4,73113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,404$1.04M0.01%-2913F-HRTimelineGroup
HARTFORD INVESTMENT MANAGEMENT CO13,062$1.01M0.03%-25513F-HRTimeline
CWM, LLCin group CWM, LLC12,993$1.01M<0.01%+58313F-HRTimelineGroup
Foster Group, Inc.12,530$970K0.04%-1,41513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA12,523$969K<0.01%+51913F-HRTimelineGroup
Maryland State Retirement & Pension Sys…12,115$938K0.02%-1,21313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp11,799$913K<0.01%-65213F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd11,725$908K0.06%new13F-HRTimeline
FIL Ltdin group FIL Ltd11,709$906K<0.01%+5,83613F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…11,455$887K0.01%+4,03613F-HRTimelineGroup
Louisiana State Employees Retirement Sy…11,300$875K0.02%-70013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC11,243$870K0.03%-54013F-HRTimeline
Hartford Funds Management Co LLC11,241$870K0.08%+16113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,161$864K<0.01%+6,73113F-HRTimelineGroup
South Dakota Investment Council11,114$860K0.02%013F-HRTimeline
M&G PLCin group M&G PLC11,148$858K0.01%013F-HRTimelineGroup
NEOS Investment Management LLC11,044$855K0.02%+2,48413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,908$844K0.06%+7013F-HRTimelineGroup
E. Ohman J:or Asset Management AB10,900$844K0.02%+2,00013F-HRTimeline
Adams Wealth Management10,884$842K0.16%+1,35813F-HRTimeline
CacheTech Inc.10,884$842K0.16%+1,35813F-HRTimeline
Modern Wealth Management, LLC10,837$839K0.03%+613F-HR/ATimeline
HighPoint Advisor Group LLC9,778$836K0.05%+20313F-HRTimeline
WEST BANCORPORATION INC10,610$821K0.54%013F-HRTimeline
EP Wealth Advisors, LLC10,491$812K0.01%+50913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …10,256$794K<0.01%-53713F-HRTimelineGroup
Park Edge Advisors, LLC10,236$792K0.23%-65513F-HRTimeline
IFP Advisors, Inc10,177$789K0.03%+1,72913F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD10,154$786K0.03%-40013F-HRTimeline
PSI Advisors, LLC10,084$781K0.23%-20013F-HRTimeline
Pinion Investment Advisors, LLC10,080$780K0.31%+29713F-HRTimeline
ING GROEP NV10,028$776K0.01%new13F-HRTimeline
OMERS ADMINISTRATION Corp9,931$769K0.01%+1,64813F-HRTimeline
Cresset Asset Management, LLC9,917$768K<0.01%-23,17913F-HRTimeline
Sunbelt Securities, Inc.9,877$763K0.07%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,818$760K<0.01%-40713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,763$756K0.01%+61613F-HRTimelineGroup
Ausdal Financial Partners, Inc.9,753$755K0.07%-12613F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The9,715$752K0.02%+81913F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC9,672$749K0.02%-24,83213F-HRTimelineGroup
Obermeyer Wealth Partners9,511$736K0.04%013F-HRTimeline
Basepoint Wealth LLC9,476$734K0.58%+6313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,475$733K<0.01%+22813F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO9,345$723K0.16%-1513F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …9,211$713K0.23%+10113F-HRTimeline
LMR Partners LLPin group LMR Partners LLP8,995$696K0.01%new13F-HRTimelineGroup
Elevated Capital Advisors, LLC8,977$695K0.19%-3913F-HRTimeline
City State Bank8,857$686K0.24%-54513F-HRTimeline
OLD MISSION CAPITAL LLC8,808$682K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…8,705$674K0.01%-65613F-HRTimeline
Frank, Rimerman Advisors LLC8,689$673K0.05%-26213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.8,669$671K0.01%-3,72513F-HRTimeline
PINNACLE ASSOCIATES LTD8,657$670K0.01%-1,00213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,444$654K0.01%-913F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…8,414$651K0.01%+4,61913F-HRTimelineGroup
Lion Street Advisors, LLC8,364$647K0.21%+113F-HRTimeline
Allworth Financial LP7,866$642K<0.01%+39713F-HRTimeline
Argentarii, LLC8,280$641K0.32%13F-HRTimeline
V-Square Quantitative Management LLC8,185$634K0.09%+49313F-HRTimeline
Petrus Trust Company, LTA8,177$633K0.06%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP8,138$630K<0.01%new13F-HRTimelineGroup
Assenagon Asset Management S.A.8,137$630K<0.01%+66013F-HRTimeline
Graham Capital Management, L.P.8,122$629K0.02%+5,73913F-HRTimeline
Oak Thistle LLC8,026$621K0.18%new13F-HRTimeline
Waverly Advisors, LLC7,993$619K0.01%+4,28513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,991$619K0.01%+20413F-HRTimelineGroup
PLIMOTH TRUST CO LLC7,853$608K0.16%-15013F-HRTimeline
Wolff Financial Management LLC7,815$605K0.17%013F-HRTimeline
CONNING INC.in group CONNING INC.7,815$605K0.02%013F-HRTimelineGroup
Vinva Investment Management Ltd7,812$603K0.02%+25813F-HRTimeline
Impact Partnership Wealth, LLC7,784$603K0.12%+6413F-HRTimeline
Empirical Finance, LLC7,773$602K0.03%-10213F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding7,729$598K-35,879Timeline
RIA Advisory Group LLC7,606$589K0.2%+18513F-HRTimeline
Vivid Wealth Management, LLC7,436$576K0.29%-19913F-HRTimeline
Metis Global Partners, LLC7,366$570K0.02%-3,86413F-HRTimeline
Prosperity Consulting Group, LLC7,311$566K0.04%-23413F-HRTimeline
Farther Finance Advisors, LLC7,216$559K0.02%+63213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,176$556K<0.01%-5613F-HRTimeline
Palisade Asset Management, LLC7,162$554K0.06%+21613F-HRTimeline
Blueshift Asset Management, LLC7,152$554K0.2%+3,09313F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC7,110$550K0.04%+2,59013F-HRTimeline
Merit Financial Group, LLC7,090$549K0.01%+1,17713F-HRTimeline
Mokosak Advisory Group, LLC7,039$545K0.16%+1913F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,023$544K0.06%-13313F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.6,910$535K0.02%013F-HRTimelineGroup
Gilbert & Cook, Inc.6,775$524K0.07%-14313F-HRTimeline
&PARTNERS6,738$523K0.01%+2,56713F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP6,714$520K0.02%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC6,694$518K<0.01%+27113F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC6,693$518K0.01%+28713F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,647$515K<0.01%013F-HRTimelineGroup
Scientech Research LLC6,640$514K0.15%new13F-HRTimeline
DENALI ADVISORS LLC6,637$514K0.05%new13F-HRTimeline
GREENLEAF TRUST6,633$513K<0.01%-5113F-HRTimeline
Iowa State Bank6,592$510K0.11%013F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC6,544$505K<0.01%+3,46313F-HR/ATimeline
ROMANO BROTHERS AND COMPANY6,485$502K0.06%013F-HRTimeline
TOWNSQUARE CAPITAL LLC6,445$499K0.01%-19413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,445$499K0.01%013F-HR/ATimelineGroup
SYON CAPITAL LLC6,441$499K0.04%+73313F-HRTimeline
Capital Investment Advisors, LLC6,426$497K0.01%+113F-HRTimeline
Investment Management Corp of Ontario6,420$497K0.02%-1,30013F-HRTimeline
Prime Capital Investment Advisors, LLC6,388$494K0.01%+3013F-HRTimeline
Trivium Point Advisory, LLC6,373$493K0.06%-37013F-HRTimeline
NorthCoast Asset Management LLC6,361$493K<0.01%-84913F-HR/ATimeline
Laird Norton Wetherby Wealth Management…6,362$492K0.02%-95813F-HRTimeline
Hilltop National Bank6,299$488K0.15%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,261$485K<0.01%-10413F-HRTimelineGroup
Venture Visionary Partners LLC6,260$485K0.02%+213F-HR/ATimeline
Jacobi Capital Management LLC6,259$485K0.04%+7413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,136$475K0.03%+1013F-HRTimelineGroup
Jain Global LLC6,117$474K0.01%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,051$468K0.01%-55013F-HRTimeline
NewEdge Advisors, LLC6,048$468K<0.01%+1,24513F-HRTimeline
Plato Investment Management Ltd5,993$466K0.03%013F-HRTimeline
LGT Group Foundationin group LGT Group Foundation6,000$464K0.01%-3,00013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC5,985$463K0.01%+2913F-HRTimeline
Proquility Private Wealth Partners, LLC5,951$461K0.15%-6,32613F-HRTimeline
OSSIAM5,929$459K0.01%-14,21113F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.5,811$450K<0.01%-78613F-HRTimeline