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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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Stock (common), issuer CIK 1126328

801 managers (816 13F filers) reported a position in PFG shares at 2025-06-30, 165,838,799 shares in all. 70 filers opened a position and 100 filers sold out during the quarter.

Managers
801
13F filers
816
New
70
Added
313
Reduced
276
Sold out
100
Shares held by filers
165,838,799

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Argent Trust Co31,074$2.47M0.09%+87513F-HRTimeline
STRS OHIO30,912$2.46M0.01%+6,90913F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC30,488$2.42M0.04%+1,99913F-HRTimeline
ExodusPoint Capital Management, LP30,063$2.39M0.03%-36,04213F-HRTimeline
UniSuper Management Pty Ltd30,016$2.38M0.02%+1,59913F-HRTimeline
USS Investment Management Ltd29,943$2.38M0.01%+1,68913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,934$2.34M<0.01%-2,74313F-HRTimeline
Mariner, LLCin group Mariner, LLC29,304$2.33M<0.01%-2,76013F-HRTimelineGroup
INCEPTIONR LLC28,937$2.3M0.53%new13F-HRTimeline
Federation des caisses Desjardins du Qu…28,839$2.29M0.01%+1,30313F-HRTimeline
Entropy Technologies, LP28,660$2.28M0.18%-9,13313F-HRTimeline
Dakota Wealth Management28,500$2.26M0.05%+7213F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN28,408$2.26M0.01%+43313F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC28,241$2.24M0.02%-46613F-HRTimeline
Centric Wealth Management29,081$2.23M0.53%+1,16813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO28,033$2.23M<0.01%+4,70913F-HRTimelineGroup
Jain Global LLC27,507$2.18M0.03%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC27,198$2.16M0.02%+3,14713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding27,146$2.16M+2,425Timeline
CIBC WORLD MARKETS CORP26,730$2.12M0.01%+51613F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson26,555$2.11M<0.01%-84513F-HRTimelineGroup
Private Advisor Group, LLC25,808$2.05M0.01%+3713F-HRTimeline
SIMON QUICK ADVISORS, LLC25,690$2.04M0.1%new13F-HR/ATimeline
Columbus Macro, LLC25,650$2.04M0.25%+21013F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding25,643$2.04M-46Timeline
OSTRUM ASSET MANAGEMENT25,628$2.04M0.1%+57813F-HRTimeline
Siemens Fonds Invest GmbH25,080$1.99M0.12%+52913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC25,038$1.99M0.35%+313F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…25,037$1.99M0.02%+81413F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP24,900$1.98M0.08%-3,05613F-HRTimeline
Headlands Technologies LLC24,689$1.96M0.23%-3,58413F-HRTimeline
OP Asset Management Ltd24,552$1.95M0.03%-36313F-HR/ATimeline
Elo Mutual Pension Insurance Co24,514$1.95M0.04%-1,81213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,037$1.91M<0.01%+9,40713F-HR/ATimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…23,655$1.88M0.02%-81713F-HRTimelineGroup
State of Alaska, Department of Revenue23,179$1.84M0.02%-1,48013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.22,767$1.81M<0.01%-1,13913F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC22,493$1.79M<0.01%+2,34513F-HR/ATimelineGroup
SummitTX Capital, L.P.22,449$1.78M0.08%+13,95813F-HRTimeline
GoalVest Advisory LLC22,306$1.77M0.44%+80813F-HRTimeline
Weaver C. Barksdale & Associates, Inc.22,151$1.76M1.69%-20813F-HRTimeline
BBR PARTNERS, LLC22,001$1.75M0.11%-1913F-HRTimeline
Engineers Gate Manager LP21,829$1.73M0.02%-61,95013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,311$1.69M<0.01%-3,12613F-HRTimelineGroup
Andra AP-fonden21,200$1.68M0.02%+4,70013F-HRTimeline
AlphaQuest LLC21,112$1.68M0.16%-8,19513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK20,782$1.65M0.01%-98413F-HRTimelineGroup
Kentucky Retirement Systemsgroup of 2 filers holding20,709$1.64M-1,380Timeline
MAI Capital Management20,603$1.64M0.01%+3313F-HRTimeline
Tredje AP-fonden19,798$1.57M0.01%+95613F-HRTimeline
Janney Montgomery Scott LLC19,724$1.57M<0.01%-23213F-HRTimeline
Kerusso Capital Management LLC19,647$1.56M0.97%new13F-HRTimeline
Donoghue Forlines LLC19,254$1.53M0.44%+1,51813F-HRTimeline
Aquatic Capital Management LLC19,093$1.52M0.03%-50,46113F-HRTimeline
Candriam S.C.A.19,028$1.51M0.01%+2,27013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC19,012$1.51M0.01%+45913F-HRTimeline
Foster Group, Inc.18,999$1.51M0.05%+6,45613F-HRTimeline
V-Square Quantitative Management LLC18,803$1.49M0.2%+10,62213F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …18,784$1.49M<0.01%+1,83913F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.18,711$1.49M0.02%new13F-HRTimeline
OMERS ADMINISTRATION Corp18,418$1.46M0.01%-35,70013F-HRTimeline
Centiva Capital, LP18,383$1.46M0.1%+9,76213F-HRTimeline
ASR Vermogensbeheer N.V.18,209$1.45M0.02%-3613F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND17,813$1.41M0.02%-30013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,861$1.41M<0.01%+3,28213F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…17,611$1.4M0.01%013F-HRTimeline
CHOREO, LLC17,599$1.4M0.02%-1,26413F-HRTimeline
NEOS Investment Management LLC17,114$1.36M0.02%+3,56613F-HRTimeline
Sanctuary Advisors, LLC17,055$1.35M0.01%+44913F-HRTimeline
Pacer Advisors, Inc.17,016$1.35M<0.01%+6,30813F-HRTimeline
HighTower Advisors, LLC17,012$1.35M<0.01%+54313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC16,948$1.35M0.17%-1,74013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…16,472$1.31M0.01%+24313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,401$1.3M<0.01%-78013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,316$1.3M<0.01%+1,73113F-HRTimelineGroup
Empowered Funds, LLC16,098$1.28M0.01%+11,42013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC15,792$1.25M0.01%+2013F-HRTimelineGroup
CORNERCAP INVESTMENT COUNSEL INC15,780$1.25M0.65%-39013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC15,674$1.24M0.07%+10013F-HRTimeline
CAXTON ASSOCIATES LLP15,581$1.24M0.03%+8,23013F-HRTimeline
Generali Asset Management SPA SGR15,535$1.23M0.03%new13F-HRTimeline
Nebula Research & Development LLC15,414$1.22M0.1%-7,32913F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO15,306$1.22M0.04%+2,37813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP15,233$1.21M<0.01%-3,04113F-HRTimeline
CWM, LLCin group CWM, LLC15,181$1.21M<0.01%-3,82913F-HRTimelineGroup
Sterling Capital Management LLC14,783$1.17M0.02%+2,16713F-HR/ATimeline
Vinva Investment Management Ltd14,534$1.15M0.03%+40913F-HRTimeline
DENALI ADVISORS LLC14,453$1.15M0.12%+7,81613F-HRTimeline
Avanza Fonder AB14,358$1.14M0.03%013F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.14,329$1.14M0.01%-2,52413F-HRTimeline
MIZUHO SECURITIES USA LLCin group MIZUHO FINANCIAL GROUP INC14,261$1.13M0.02%13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC14,065$1.12M0.05%-2,12713F-HRTimeline
Commonwealth Retirement Investments LLC14,015$1.11M0.42%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,796$1.1M0.01%+2,08813F-HRTimelineGroup
LECAP ASSET MANAGEMENT LTD13,795$1.1M0.39%-2,78413F-HRTimeline
Crossmark Global Holdings, Inc.13,561$1.08M0.02%-49713F-HRTimeline
Procyon Advisors, LLC13,542$1.08M0.1%+8,17013F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …13,450$1.07M0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC13,406$1.06M0.01%-1,23813F-HRTimeline
D.A. DAVIDSON & CO.13,238$1.05M0.01%+1013F-HRTimeline
PSI Advisors, LLC13,190$1.05M0.51%+2,82913F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG12,786$1.02M0.01%+1,30013F-HRTimelineGroup
Gulf International Bank (UK) Ltd12,727$1.01M0.04%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,368$982K0.01%-68513F-HR/ATimelineGroup
SG Americas Securities, LLC12,304$977K<0.01%+1,13013F-HRTimeline
Glenmede Investment Management, LP12,038$956K<0.01%13F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The11,933$948K0.01%+70013F-HRTimelineGroup
Pinion Investment Advisors, LLC11,882$944K0.33%-11,16013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…11,694$929K0.09%-113F-HRTimelineGroup
Vest Financial, LLC11,659$926K0.01%+2,32613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC10,958$925K0.18%-14613F-HRTimeline
Farther Finance Advisors, LLC11,556$918K0.02%+78313F-HRTimeline
QUADRANT CAPITAL GROUP LLC11,294$897K0.03%+4,56013F-HRTimeline
South Dakota Investment Council11,114$883K0.02%013F-HRTimeline
Modern Wealth Management, LLC11,100$882K0.02%+84113F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC10,926$868K0.03%-58013F-HRTimelineGroup
Louisiana State Employees Retirement Sy…10,900$866K0.02%-40013F-HRTimeline
E. Ohman J:or Asset Management AB10,900$866K0.02%013F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC10,839$861K<0.01%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC10,743$853K0.02%-30013F-HRTimeline
Legacy Financial Group LLC10,713$851K0.12%+24113F-HRTimeline
WEST BANCORPORATION INC10,610$843K0.53%013F-HRTimeline
Maryland State Retirement & Pension Sys…10,607$843K0.02%013F-HRTimeline
Handelsbanken Fonder AB10,366$823K<0.01%-3,18813F-HRTimeline
Martin Capital Partners, LLC10,278$816K0.32%+6,91913F-HRTimeline
Park Edge Advisors, LLC10,236$813K0.21%013F-HRTimeline
EP Wealth Advisors, LLC10,221$812K0.01%-213F-HRTimeline
Cresset Asset Management, LLC10,152$806K<0.01%-5713F-HR/ATimeline
ING GROEP NV10,036$797K<0.01%+53713F-HRTimeline
Elevated Capital Advisors, LLC9,372$791K0.22%013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD9,854$783K0.03%013F-HRTimeline
Sunbelt Securities, Inc.9,877$765K0.07%+3,02413F-HRTimeline
Ausdal Financial Partners, Inc.9,621$764K0.05%-5413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.9,588$762K0.01%-2,47713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,535$757K<0.01%-52113F-HRTimelineGroup
Basepoint Wealth LLC9,450$751K0.58%-8713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …9,261$749K<0.01%-84213F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…9,324$741K0.01%+2,02513F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO9,248$735K0.16%013F-HRTimeline
Sequoia Financial Advisors, LLC9,224$733K0.01%+4,54013F-HRTimeline
HighPoint Advisor Group LLC9,221$732K0.04%-38913F-HRTimeline
IEQ CAPITAL, LLC9,062$720K<0.01%-10,86413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,965$712K<0.01%+86513F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …8,821$701K0.22%-42113F-HRTimeline
Waverly Advisors, LLC8,787$698K0.01%+1913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,763$696K<0.01%-8,23213F-HRTimelineGroup
Verdence Capital Advisors LLC8,639$686K0.05%+4,27613F-HRTimeline
IFP Advisors, Inc7,974$677K0.02%-20913F-HRTimeline
Curat Global, LLC8,424$669K0.64%+2,28513F-HR/ATimeline
City State Bank8,302$659K0.21%-40513F-HRTimeline
Allworth Financial LP8,299$659K<0.01%+36213F-HRTimeline
MQS Management LLC8,271$657K0.36%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC8,232$654K<0.01%+4,15113F-HRTimelineGroup
Gilbert & Cook, Inc.8,176$649K0.09%+39013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,138$646K0.01%+11213F-HRTimelineGroup
Empirical Finance, LLC8,121$645K0.03%+5113F-HRTimeline
NewEdge Advisors, LLC8,039$639K<0.01%+53613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC8,037$638K<0.01%+5,65913F-HRTimelineGroup
Wolff Financial Management LLC7,815$621K0.16%013F-HRTimeline
Metis Global Partners, LLC7,702$612K0.02%-1,08813F-HRTimeline
Steward Partners Investment Advisory, L…7,626$606K<0.01%-1,04713F-HRTimeline
PLIMOTH TRUST CO LLC7,568$601K0.14%-10013F-HRTimeline
&PARTNERS7,452$592K<0.01%+93013F-HRTimeline
Vivid Wealth Management, LLC7,440$591K0.26%+213F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.7,413$589K0.02%+26813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,405$588K<0.01%-1,03513F-HRTimelineGroup
Merit Financial Group, LLC7,358$584K0.01%-1,86913F-HRTimeline
PINNACLE ASSOCIATES LTD7,276$578K0.01%-1,39513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,146$568K0.01%-88413F-HRTimelineGroup
GENTRY PRIVATE WEALTH, LLC7,099$564K0.43%+15613F-HRTimeline
Mokosak Advisory Group, LLC7,089$563K0.16%+6313F-HRTimeline
Laird Norton Wetherby Wealth Management…7,072$562K0.03%13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH7,065$559K<0.01%+2,66513F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…7,000$556K<0.01%013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC6,970$554K<0.01%-26213F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC6,948$552K0.06%-7513F-HRTimeline
Jacobi Capital Management LLC6,945$552K0.04%+67113F-HRTimeline
SYON CAPITAL LLC6,935$551K0.04%-35013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,933$551K0.01%+48613F-HRTimelineGroup
Argentarii, LLC6,906$549K0.25%-1,24013F-HRTimeline
Vestcor Inc6,839$543K0.02%+2,17313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,784$539K0.03%+15713F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp6,781$538K<0.01%-57213F-HRTimelineGroup
Lion Street Advisors, LLC6,749$536K0.16%-1,30913F-HRTimeline
J.W. COLE ADVISORS, INC.6,635$527K0.01%+49213F-HRTimeline
Prosperity Consulting Group, LLC6,583$523K0.04%-32913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,479$515K<0.01%+37713F-HRTimelineGroup
GREENLEAF TRUST6,355$505K<0.01%-1,34413F-HRTimeline
Obermeyer Wealth Partners6,343$504K0.03%-18313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,321$502K<0.01%-41613F-HRTimelineGroup
Hilltop National Bank6,299$500K0.13%13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,296$500K<0.01%+3513F-HRTimelineGroup
Venture Visionary Partners LLC6,225$495K0.02%-1213F-HRTimeline
Prime Capital Investment Advisors, LLC6,200$492K0.01%-1,84913F-HRTimeline
ROMANO BROTHERS AND COMPANY6,185$491K0.06%-30013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,184$491K0.1%-2313F-HRTimeline
Palisade Asset Management, LLC6,116$486K0.05%-1,04613F-HRTimeline
Capital Investment Advisors, LLC6,116$486K0.01%-11713F-HR/ATimeline
Sound View Wealth Advisors Group, LLC6,075$483K0.04%-17,48613F-HRTimeline
NorthCoast Asset Management LLC5,934$471K<0.01%-49313F-HRTimeline