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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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Stock (common), issuer CIK 1126328

826 managers (841 13F filers) reported a position in PFG shares at 2025-03-31, 167,849,355 shares in all. 109 filers opened a position and 54 filers sold out during the quarter.

Managers
826
13F filers
841
New
109
Added
306
Reduced
262
Sold out
54
Shares held by filers
167,849,355

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Forum Financial Management, LPin group Forum Financial Management, LP6,447$544K0.01%+213F-HRTimelineGroup
NorthCoast Asset Management LLC6,427$542K<0.01%+6613F-HR/ATimeline
&PARTNERS6,522$542K0.01%-21613F-HRTimeline
Investment Management Corp of Ontario6,420$542K0.01%013F-HRTimeline
Gotham Asset Management, LLC6,341$535K<0.01%new13F-HRTimeline
Jacobi Capital Management LLC6,274$529K0.04%+1513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,261$528K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC6,243$527K0.01%+25813F-HRTimeline
Venture Visionary Partners LLC6,237$526K0.02%-2313F-HRTimeline
Capital Investment Advisors, LLC6,233$526K0.01%-19313F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,207$524K0.11%new13F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding6,179$521K+1,046Timeline
J.W. COLE ADVISORS, INC.6,143$518K0.02%new13F-HRTimeline
Curat Global, LLC6,139$518K0.63%13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,102$515K<0.01%-54513F-HRTimelineGroup
Iowa State Bank6,029$509K0.11%-56313F-HRTimeline
Plato Investment Management Ltd5,665$483K0.04%-32813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,723$483K0.01%+57713F-HRTimelineGroup
Applied Finance Capital Management, LLC5,711$482K0.04%new13F-HRTimeline
Marquette Asset Management, LLC5,702$481K0.08%013F-HRTimeline
GAMMA Investing LLC5,674$479K0.04%+1,64513F-HR/ATimeline
Trivium Point Advisory, LLC5,621$474K0.06%-75213F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,618$474K0.01%-43313F-HRTimeline
GWN SECURITIES INC.5,751$471K0.03%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,576$470K0.02%new13F-HRTimeline
Dynamic Technology Lab Private Ltd5,540$467K0.07%+1,05913F-HRTimeline
Fieldview Capital Management, LLC5,460$461K0.07%new13F-HRTimeline
MML INVESTORS SERVICES, LLC5,434$458K<0.01%+72313F-HRTimeline
CWA Asset Management Group, LLC5,408$456K0.02%+11013F-HRTimeline
Premier Path Wealth Partners, LLC5,399$455K0.07%-5013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP5,342$451K0.01%-3,65313F-HRTimelineGroup
IHT Wealth Management, LLC5,247$443K0.01%+19713F-HRTimeline
Benin Management CORP5,200$439K0.12%013F-HRTimeline
iA Global Asset Management Inc.5,162$436K0.01%new13F-HRTimeline
Aigen Investment Management, LP5,163$436K0.07%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,133$433K0.03%-6,59213F-HRTimeline
TWIN CAPITAL MANAGEMENT INC5,107$431K0.05%-14513F-HRTimeline
HB Wealth Management, LLC5,099$430K<0.01%+91913F-HRTimeline
Atria Wealth Solutions, Inc.5,088$429K0.01%new13F-HRTimeline
Independent Advisor Alliance5,006$422K0.01%+43313F-HRTimeline
Chicago Partners Investment Group LLC5,413$420K0.01%new13F-HRTimeline
HANCOCK WHITNEY CORP4,937$417K0.01%+9113F-HRTimeline
Legacy Financial Advisors, Inc.4,936$416K0.07%-16313F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…4,920$409K0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC4,799$405K<0.01%-36613F-HRTimelineGroup
Geneos Wealth Management Inc.4,755$401K0.01%+3,00013F-HRTimeline
Procyon Advisors, LLC5,372$399K0.02%new13F-HRTimeline
Belpointe Asset Management LLC4,726$399K0.02%+68613F-HRTimeline
Sequoia Financial Advisors, LLC4,684$395K<0.01%+5413F-HRTimeline
Empowered Funds, LLC4,678$395K0.01%+49713F-HRTimeline
Vestcor Inc4,666$394K0.01%+1213F-HRTimeline
Waldron Private Wealth LLC4,656$393K0.02%-68313F-HRTimeline
NorthRock Partners, LLC4,638$391K0.01%+29313F-HRTimeline
Nilsine Partners, LLC4,594$388K0.04%-14913F-HRTimeline
Centennial Wealth Advisory LLC4,497$379K0.14%+56613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.4,484$378K0.02%-73913F-HRTimeline
My Legacy Advisors, LLC4,480$378K0.15%-6613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,450$375K0.01%+113F-HRTimelineGroup
Verdence Capital Advisors LLC4,363$368K0.03%+1,24313F-HRTimeline
Petrus Trust Company, LTA4,361$368K0.03%-3,81613F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH4,400$365K<0.01%013F-HRTimelineGroup
Alteri Wealth LLC4,253$359K0.16%+90713F-HRTimeline
Orion Porfolio Solutions, LLC4,236$357K<0.01%+79813F-HRTimeline
Orion Portfolio Solutions, LLC4,236$357K<0.01%+79813F-HR/ATimeline
SEEDS INVESTOR LLC4,227$357K0.1%+93113F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…4,182$353K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,155$351K0.01%013F-HRTimeline
Sonora Investment Management Group, LLC4,142$349K0.03%013F-HRTimeline
Arete Wealth Advisors, LLC4,138$349K0.03%-15613F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC4,081$344K<0.01%013F-HRTimelineGroup
Financial Harvest, LLC2,226$344K0.28%new13F-HRTimeline
Atria Investments, Inc4,072$344K<0.01%+14313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,995$337K0.13%013F-HRTimeline
Csenge Advisory Group4,568$330K0.02%-2413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,881$327K0.01%+28213F-HRTimeline
MBB PUBLIC MARKETS I LLC3,870$327K0.04%new13F-HR/ATimeline
Glaxis Capital Management, LLC3,833$323K1.25%+3413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,826$323K<0.01%+14413F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC3,821$322K0.27%013F-HR/ATimeline
Bayesian Capital Management, LP3,800$321K0.05%new13F-HRTimeline
MUFG SECURITIES AMERICAS INC.3,725$314K0.04%+61813F-HRTimeline
Sageworth Trust Co of South Dakota3,697$312K0.37%013F-HRTimeline
BURNEY CO/3,669$310K0.01%-8013F-HRTimeline
Kingsview Wealth Management, LLC3,656$308K0.01%-14813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,623$306K0.01%-51413F-HRTimelineGroup
Sompo Asset Management Co., Ltd.3,590$303K0.06%-1,63013F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…3,556$300K0.01%new13F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP3,553$300K0.07%new13F-HRTimeline
Regal Investment Advisors LLC3,548$299K0.02%-7213F-HRTimeline
Aptus Capital Advisors, LLC3,540$299K<0.01%+43113F-HRTimeline
First Citizens Financial Corp3,522$297K0.17%013F-HRTimeline
Checchi Capital Advisers, LLC3,492$295K0.02%+47513F-HRTimeline
BLAIR WILLIAM & CO/IL3,489$294K<0.01%-16913F-HRTimeline
Iron Horse Wealth Management, LLC3,469$293K0.09%-4513F-HRTimeline
RENAISSANCE GROUP LLC3,455$291K0.01%-16113F-HRTimeline
BRIGHTON JONES LLC3,429$289K0.01%+49413F-HRTimeline
180 WEALTH ADVISORS, LLC3,405$287K0.05%-613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,393$286K0.05%+713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,084$284K<0.01%+1,57213F-HRTimelineGroup
Martin Capital Partners, LLC3,359$283K0.34%+61213F-HRTimeline
Paragon Capital Management Ltd3,343$282K0.06%+3013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,339$282K<0.01%+15013F-HRTimelineGroup
Blackhawk Capital Partners, LLC3,336$281K0.14%new13F-HRTimeline
Brooklyn Investment Group3,330$281K0.06%-1313F-HRTimeline
Central Pacific Bank - Trust Division3,306$279K0.04%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC3,300$278K<0.01%-6,37213F-HR/ATimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…3,332$277K0.12%013F-HRTimeline
Focus Financial Network, Inc.3,262$275K0.01%new13F-HRTimeline
Chesley Taft & Associates LLC3,261$275K0.01%+313F-HRTimeline
Advisory Services Network, LLC3,211$271K0.01%-35713F-HRTimeline
Caprock Group, LLC3,203$270K0.01%-2,13613F-HRTimeline
Maven Securities LTDin group Maven Securities LTD3,186$269K0.06%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC3,172$268K<0.01%-213F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC3,166$267K0.01%+2813F-HR/ATimeline
International Private Wealth Advisors L…3,142$265K0.25%+27213F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK3,121$263K0.15%+12113F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,070$259K0.02%-1913F-HRTimeline
UMB Bank, n.a.3,068$259K<0.01%-1,52113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,058$258K<0.01%-15213F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC3,056$258K<0.01%-22513F-HRTimeline
ROCKLAND TRUST CO3,046$257K0.01%-31413F-HRTimeline
Resolute Wealth Strategies, LLC3,043$257K0.14%+1413F-HRTimeline
Horizon Investments, LLC3,022$255K0.01%+10813F-HRTimeline
Shepherd Financial Partners LLC3,009$254K0.03%+313F-HRTimeline
Glassy Mountain Advisors, Inc.3,000$253K0.09%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,996$253K0.01%+7213F-HRTimelineGroup
Graham Capital Management, L.P.2,991$252K0.01%-5,13113F-HRTimeline
RIA Advisory Group LLC2,974$251K0.08%-4,63213F-HRTimeline
Compound Planning, Inc.2,934$248K0.01%new13F-HRTimeline
Busey Bank2,912$246K0.01%-713F-HRTimeline
Integrated Wealth Concepts LLC2,896$244K<0.01%new13F-HRTimeline
PROFUND ADVISORS LLC2,873$242K0.01%-7713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,865$242K<0.01%new13F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC2,845$240K0.05%-5013F-HRTimelineGroup
GTS SECURITIES LLC2,819$238K0.01%-18713F-HRTimeline
Midwest Heritage Bank, FSB2,803$236K0.1%new13F-HRTimeline
Ballentine Partners, LLC2,795$236K<0.01%+2713F-HRTimeline
Security National Bank2,795$236K0.04%013F-HRTimeline
PARK NATIONAL CORP /OH/2,787$235K0.01%013F-HRTimeline
SageView Advisory Group, LLC2,775$234K0.01%-14113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,743$231K0.02%-313F-HRTimelineGroup
BEACON FINANCIAL GROUP2,725$230K0.03%-1,18413F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,713$229K0.01%-1513F-HRTimelineGroup
Numerai GP LLC2,705$228K0.04%-1,32113F-HRTimeline
HBK Sorce Advisory LLC2,705$228K0.01%-2713F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…2,700$228K0.11%new13F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.2,693$227K0.01%013F-HRTimeline
Westmount Partners, LLC2,687$227K0.07%013F-HRTimeline
Wedmont Private Capital3,109$226K0.01%+4813F-HRTimeline
Kinloch Capital, LLC2,675$226K0.11%013F-HRTimeline
Gladstone Institutional Advisory LLC2,669$225K0.01%new13F-HRTimeline
Prossimo Advisors, LLC2,670$225K0.17%-2213F-HRTimeline
Baader Bank Aktiengesellschaft2,647$223K0.02%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,639$223K<0.01%new13F-HRTimelineGroup
Goldstein Advisors, LLC2,637$222K0.03%new13F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,636$222K0.01%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,603$220K<0.01%new13F-HRTimelineGroup
WINNACLE WEALTH LLC2,602$219K0.2%+2513F-HRTimeline
WHITTIER TRUST CO2,592$219K<0.01%-9313F-HRTimeline
Sageworth Trust Co2,577$217K0.01%new13F-HRTimeline
First Nebraska Trust Co2,549$215K0.02%new13F-HRTimeline
SIGNATUREFD, LLC2,545$215K<0.01%-1013F-HRTimeline
Koshinski Asset Management, Inc.2,544$215K0.02%new13F-HRTimeline
TSFG, LLC2,501$211K0.04%+2213F-HRTimeline
NJ State Employees Deferred Compensatio…2,500$211K0.03%new13F-HRTimeline
S&CO INC2,500$210K0.01%new13F-HRTimeline
Pallas Capital Advisors LLC2,479$209K0.01%new13F-HRTimeline
Resurgent Financial Advisors LLC2,477$209K0.13%new13F-HRTimeline
Balefire, LLC2,462$208K0.07%013F-HRTimeline
Trust Asset Management LLC2,444$206K0.02%-23413F-HRTimeline
Long Run Wealth Advisors, LLC2,419$204K0.05%new13F-HRTimeline
Smartleaf Asset Management LLC2,440$203K0.02%+24013F-HRTimeline
Mutual Advisors, LLC2,757$203K0.01%-1913F-HRTimeline
Cornerstone Wealth Management, LLC2,396$202K0.01%new13F-HRTimeline
EntryPoint Capital, LLC2,395$202K0.09%new13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,411$202K0.03%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,378$201K<0.01%+37613F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,270$192K0.01%-15313F-HRTimelineGroup
Acropolis Investment Management, LLC2,235$189K0.01%013F-HRTimeline
CX Institutional2,228$188K0.01%new13F-HRTimeline
Parallel Advisors, LLC2,193$185K<0.01%+45013F-HRTimeline
State of Wyoming2,163$182K0.02%new13F-HRTimeline
SVB WEALTH LLC2,122$179K0.01%new13F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL2,004$169K0.03%new13F-HRTimeline
Lindbrook Capital, LLC1,979$167K0.02%+1,68313F-HRTimeline
West Financial Advisors, LLC1,870$158K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,833$155K<0.01%-513F-HRTimeline
Continuum Advisory, LLC1,827$154K0.02%-18013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,818$153K0.02%013F-HRTimeline
MATHER GROUP, LLC.1,803$152K<0.01%+17813F-HRTimeline
Silvant Capital Management LLC1,747$147K0.01%013F-HRTimeline
CENTRAL TRUST Co1,730$146K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,696$143K<0.01%-10013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,658$140K0.01%013F-HRTimelineGroup
Nemes Rush Group LLC1,620$137K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,576$133K0.01%013F-HRTimeline
Versant Capital Management, Inc1,545$130K0.02%+1,27413F-HRTimeline
LGT Financial Advisors LLC1,518$128K0.39%new13F-HRTimeline
JNBA Financial Advisors1,432$121K0.01%-10013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding1,430$121K+1,054Timeline