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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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Stock (common), issuer CIK 1126328

813 managers (830 13F filers) reported a position in PFG shares at 2025-09-30, 159,933,324 shares in all. 72 filers opened a position and 54 filers sold out during the quarter.

Managers
813
13F filers
830
New
72
Added
292
Reduced
272
Sold out
54
Shares held by filers
159,933,324

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
UniSuper Management Pty Ltd32,000$2.65M0.02%+1,98413F-HRTimeline
KBC Group NVin group KBC Group NV31,904$2.65M0.01%+13913F-HRTimelineGroup
Tredje AP-fonden31,508$2.61M0.02%+11,71013F-HRTimeline
Siemens Fonds Invest GmbH30,730$2.55M0.14%+5,65013F-HRTimeline
Ethic Inc.30,590$2.54M0.04%-3,99113F-HRTimeline
Centric Wealth Management29,838$2.51M0.56%+75713F-HRTimeline
HRT FINANCIAL LP30,213$2.5M0.01%new13F-HRTimeline
USS Investment Management Ltd29,943$2.48M0.01%013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…29,841$2.47M0.02%-1,36613F-HRTimelineGroup
ODDO BHF ASSET MANAGEMENT SAS28,433$2.36M0.09%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NISSAY ASSET MANAGEMENT CORP /JAPAN28,316$2.35M0.01%-9213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC27,710$2.3M0.02%+51213F-HRTimelineGroup
Graham Capital Management, L.P.27,573$2.29M0.08%-10,10113F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd27,115$2.25M0.46%new13F-HRTimelineGroup
NEOS Investment Management LLC27,111$2.25M0.02%+9,99713F-HRTimeline
Dakota Wealth Management27,086$2.25M0.05%-1,41413F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding26,887$2.23M-259Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO26,719$2.22M<0.01%-1,31413F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson26,555$2.2M<0.01%013F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA26,094$2.16M<0.01%-101,76613F-HRTimelineGroup
OP Asset Management Ltd26,037$2.16M0.03%+1,48513F-HR/ATimeline
Columbus Macro, LLC25,945$2.15M0.24%+29513F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC25,930$2.15M0.02%-2,31113F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding25,891$2.15M+248Timeline
Private Advisor Group, LLC25,750$2.13M0.01%-5813F-HRTimeline
OSTRUM ASSET MANAGEMENT25,441$2.11M0.09%-18713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC25,041$2.08M0.29%+313F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…24,951$2.07M0.02%-38,70013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…24,944$2.07M0.02%-9313F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC24,473$2.03M0.09%-1,21713F-HRTimeline
Aquatic Capital Management LLC24,292$2.01M0.04%+5,19913F-HRTimeline
GoalVest Advisory LLC24,247$2.01M0.43%+1,94113F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND23,137$1.92M0.02%+5,32413F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.22,842$1.89M<0.01%+7513F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd22,815$1.89M0.1%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC22,715$1.88M0.01%+7,53413F-HRTimelineGroup
MAI Capital Management22,212$1.84M0.01%+1,60913F-HRTimeline
BBR PARTNERS, LLC22,026$1.83M0.11%+2513F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…21,974$1.82M0.02%-1,68113F-HRTimelineGroup
State of Alaska, Department of Revenue21,804$1.81M0.02%-1,37513F-HRTimeline
GROUPAMA ASSET MANAGMENT21,535$1.79M0.03%new13F-HRTimeline
Janney Montgomery Scott LLC20,951$1.74M<0.01%+1,22713F-HRTimeline
Weaver C. Barksdale & Associates, Inc.20,796$1.72M1.66%-1,35513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…20,569$1.71M<0.01%-11,03413F-HRTimelineGroup
V-Square Quantitative Management LLC20,368$1.69M0.28%+1,56513F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.20,354$1.69M0.02%+1,64313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK20,183$1.67M0.01%-59913F-HRTimelineGroup
Kentucky Retirement Systemsgroup of 2 filers holding19,787$1.64M-922Timeline
LECAP ASSET MANAGEMENT LTD19,596$1.62M0.56%+5,80113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,097$1.58M<0.01%-4,94013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\19,065$1.58M<0.01%-2,24613F-HRTimelineGroup
Foster Group, Inc.19,002$1.58M0.05%+313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,660$1.54M<0.01%+79913F-HRTimelineGroup
Donoghue Forlines LLC18,569$1.54M0.47%-68513F-HRTimeline
Kerusso Capital Management LLC18,535$1.54M0.94%-1,11213F-HRTimeline
OMERS ADMINISTRATION Corp18,418$1.53M0.01%013F-HRTimeline
ASR Vermogensbeheer N.V.18,317$1.52M0.02%+10813F-HRTimeline
Sanctuary Advisors, LLC17,884$1.48M0.01%+82913F-HR/ATimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…17,611$1.46M0.01%013F-HRTimeline
HighTower Advisors, LLC17,413$1.44M<0.01%+40113F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC16,998$1.41M0.01%-2,01413F-HRTimeline
Neo Ivy Capital Management16,914$1.4M0.34%new13F-HRTimeline
Candriam S.C.A.16,781$1.39M0.01%-2,24713F-HRTimeline
Crossmark Global Holdings, Inc.16,714$1.39M0.02%+3,15313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,689$1.38M<0.01%+28813F-HRTimeline
Heritage Trust Co16,507$1.37M0.15%new13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC16,497$1.37M0.16%-45113F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…16,472$1.37M0.01%013F-HRTimeline
Pacer Advisors, Inc.16,317$1.35M<0.01%-69913F-HRTimeline
CHOREO, LLC16,118$1.34M0.02%-1,48113F-HRTimeline
Vinva Investment Management Ltd15,893$1.31M0.03%+1,35913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC15,674$1.3M0.07%013F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC15,520$1.29M0.64%-26013F-HRTimeline
Commonwealth Retirement Investments LLC15,430$1.28M0.44%+1,41513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC15,234$1.26M0.01%-55813F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP15,233$1.26M<0.01%013F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO14,839$1.23M0.04%-46713F-HRTimeline
CAXTON ASSOCIATES LLP14,635$1.21M0.03%-94613F-HRTimeline
Avanza Fonder AB14,358$1.19M0.03%013F-HRTimeline
MIZUHO SECURITIES USA LLCin group MIZUHO FINANCIAL GROUP INC14,765$1.19M0.02%+50413F-HRTimelineGroup
Procyon Advisors, LLC14,171$1.17M0.07%+62913F-HRTimeline
MONTAG A & ASSOCIATES INC14,065$1.17M0.05%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,927$1.15M<0.01%-2,38913F-HRTimelineGroup
Summit Trail Advisors, LLC13,845$1.15M0.02%+10,99813F-HRTimeline
Modern Wealth Management, LLC13,821$1.15M0.02%+2,72113F-HRTimeline
Sterling Capital Management LLC13,731$1.14M0.02%-1,05213F-HRTimeline
D.A. DAVIDSON & CO.13,716$1.14M0.01%+47813F-HRTimeline
Vest Financial, LLC13,688$1.13M0.01%+2,02913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,470$1.12M<0.01%-9,02313F-HRTimelineGroup
Generali Asset Management SPA SGR13,461$1.12M0.02%-2,07413F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …13,450$1.12M0.01%013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC13,357$1.11M0.01%+6,38713F-HRTimelineGroup
PSI Advisors, LLC13,190$1.09M0.28%013F-HRTimeline
OneDigital Investment Advisors LLC13,116$1.09M0.01%-29013F-HRTimeline
Farther Finance Advisors, LLC13,111$1.09M0.02%+1,55513F-HRTimeline
SummitTX Capital, L.P.12,838$1.06M0.04%-9,61113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,720$1.05M0.01%+35213F-HR/ATimelineGroup
Pinion Investment Advisors, LLC13,224$1.05M0.29%+1,34213F-HRTimeline
Arax Advisory Partners12,676$1.05M0.02%+11,20913F-HRTimeline
Glenmede Investment Management, LP12,312$1.02M<0.01%+27413F-HRTimeline
Bayesian Capital Management, LP12,300$1.02M0.21%new13F-HRTimeline
Gulf International Bank (UK) Ltd12,263$1.02M0.03%-46413F-HRTimeline
Headlands Technologies LLC11,863$984K0.08%-12,82613F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The11,636$965K0.01%-29713F-HRTimelineGroup
Maryland State Retirement & Pension Sys…11,543$957K0.02%+93613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…11,455$950K0.08%-23913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,415$946K<0.01%new13F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…11,327$939K0.01%+2,00313F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC11,148$924K0.01%new13F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG10,986$911K0.01%-1,80013F-HRTimelineGroup
Legacy Financial Group LLC10,961$909K0.12%+24813F-HRTimeline
E. Ohman J:or Asset Management AB10,900$904K0.02%013F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding10,851$900K-30,278Timeline
Martin Capital Partners, LLC10,824$897K0.35%+54613F-HRTimeline
WEST BANCORPORATION INC10,610$880K0.49%013F-HRTimeline
Louisiana State Employees Retirement Sy…10,600$879K0.01%-30013F-HRTimeline
Cresset Asset Management, LLC10,547$874K<0.01%+39513F-HR/ATimeline
Handelsbanken Fonder AB10,547$874K<0.01%+18113F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC10,505$871K<0.01%-33413F-HRTimeline
Investment Management Corp of Ontario10,434$865K0.01%+4,91413F-HRTimeline
NewEdge Advisors, LLC10,425$864K<0.01%+2,38613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,408$863K0.01%-3,38813F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC10,342$857K0.03%-58413F-HRTimelineGroup
Empowered Funds, LLC10,336$857K0.01%-5,76213F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC10,308$855K0.29%-65013F-HRTimeline
Park Edge Advisors, LLC10,236$849K0.2%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,169$843K0.03%-1,12513F-HRTimeline
Verition Fund Management LLC10,042$833K<0.01%-309,58913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,935$824K<0.01%+1,17213F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC9,745$808K0.02%-99813F-HRTimeline
AlphaQuest LLC9,728$807K0.05%-11,38413F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC9,570$793K0.05%+4,94013F-HRTimeline
ING GROEP NV9,555$792K<0.01%-48113F-HRTimeline
Basepoint Wealth LLC9,516$789K0.56%+6613F-HRTimeline
South Dakota Investment Council9,414$781K0.02%-1,70013F-HRTimeline
HighPoint Advisor Group LLC9,389$778K0.04%+16813F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD9,354$776K0.02%-50013F-HRTimeline
HOLDERNESS INVESTMENTS CO9,248$767K0.16%013F-HRTimeline
Sequoia Financial Advisors, LLC9,150$759K<0.01%-7413F-HRTimeline
Waverly Advisors, LLC9,056$751K0.01%+26913F-HRTimeline
Caprock Group, LLC9,276$747K0.02%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,003$746K<0.01%-53213F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.9,000$746K0.01%new13F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …8,976$745K<0.01%-28513F-HRTimelineGroup
Kingsview Wealth Management, LLC8,918$739K0.01%-27,72513F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …8,759$726K0.21%-6213F-HRTimeline
Ausdal Financial Partners, Inc.8,727$724K0.04%-89413F-HRTimeline
Verdence Capital Advisors LLC9,084$723K0.04%+44513F-HRTimeline
Elevated Capital Advisors, LLC8,690$721K0.18%-68213F-HRTimeline
Allworth Financial LP8,530$707K<0.01%+23113F-HRTimeline
Gilbert & Cook, Inc.8,499$705K0.09%+32313F-HRTimeline
Plato Investment Management Ltd8,500$699K0.05%+2,83213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC8,424$698K<0.01%+38713F-HRTimelineGroup
Curat Global, LLC8,424$698K0.66%013F-HRTimeline
Connor, Clark & Lunn Investment Managem…8,246$684K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,236$683K0.01%+9813F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC8,232$683K0.01%013F-HRTimelineGroup
SG Americas Securities, LLC8,217$681K<0.01%-4,08713F-HRTimeline
Merit Financial Group, LLC8,196$680K0.01%+83813F-HR/ATimeline
Empirical Finance, LLC8,185$679K0.03%+6413F-HRTimeline
IFP Advisors, Inc8,173$678K0.02%+19913F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,112$673K<0.01%+70713F-HRTimelineGroup
Versor Investments LP8,086$670K0.12%+2,52113F-HRTimeline
City State Bank8,038$666K0.19%-26413F-HRTimeline
&PARTNERS7,961$660K<0.01%+50913F-HRTimeline
Wolff Financial Management LLC7,815$648K0.15%013F-HRTimeline
Sunbelt Securities, Inc.7,710$639K0.04%-2,16713F-HRTimeline
Vivid Wealth Management, LLC7,621$632K0.25%+18113F-HRTimeline
Steward Partners Investment Advisory, L…7,618$632K<0.01%-813F-HRTimeline
INCEPTIONR LLC7,581$629K0.15%-21,35613F-HRTimeline
PLIMOTH TRUST CO LLC7,548$626K0.14%-2013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,535$625K0.01%+60213F-HRTimelineGroup
GENTRY PRIVATE WEALTH, LLC7,428$616K0.43%+32913F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.7,413$615K0.02%013F-HRTimelineGroup
Meeder Advisory Services, Inc.group of 2 filers holding7,319$607K+1,649Timeline
PINNACLE ASSOCIATES LTD7,276$603K0.01%013F-HRTimeline
SYON CAPITAL LLC7,270$603K0.03%+33513F-HRTimeline
DENALI ADVISORS LLC7,221$599K0.07%-7,23213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP7,191$596K0.01%new13F-HRTimelineGroup
Metis Global Partners, LLC7,163$594K0.01%-53913F-HRTimeline
Mokosak Advisory Group, LLC7,151$593K0.16%+6213F-HRTimeline
Jacobi Capital Management LLC7,115$590K0.04%+17013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC7,095$588K0.01%+3,82713F-HRTimeline
Horizon Investments, LLC7,067$586K0.01%+3,75813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,018$582K0.03%+23413F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…7,010$581K0.02%-6213F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…7,000$580K<0.01%013F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC6,948$576K0.06%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,924$574K0.01%+28913F-HRTimeline
Vestcor Inc6,839$567K0.02%013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,786$563K0.08%+2,06013F-HRTimeline
Lion Street Advisors, LLC8,301$557K0.19%+1,55213F-HRTimeline
Prosperity Consulting Group, LLC6,594$547K0.03%+1113F-HRTimeline
Atria Investments, Inc6,579$545K0.01%+2,96113F-HRTimeline
Chicago Partners Investment Group LLC6,410$527K0.01%+86013F-HRTimeline
Obermeyer Wealth Partners6,343$526K0.02%013F-HRTimeline
Hilltop National Bank6,299$522K0.13%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,277$520K<0.01%-1913F-HR/ATimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.6,285$520K<0.01%+1,68413F-HRTimeline
GREENLEAF TRUST6,247$518K<0.01%-10813F-HRTimeline