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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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Stock (common), issuer CIK 1126328

875 managers (894 13F filers) reported a position in PFG shares at 2025-12-31, 160,805,834 shares in all. 97 filers opened a position and 61 filers sold out during the quarter.

Managers
875
13F filers
894
New
97
Added
335
Reduced
257
Sold out
61
Shares held by filers
160,805,834

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Callan Family Office, LLC6,794$599K0.01%+89513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,765$597K<0.01%+48813F-HRTimelineGroup
Meiji Yasuda Life Insurance Cogroup of 2 filers holding6,738$594K-4,113Timeline
UMB Bank, n.a.6,690$590K0.01%+4,56513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AIA Group Ltdin group AIA Group Ltd6,655$587K0.01%new13F-HRTimelineGroup
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS6,642$586K0.01%new13F-HRTimelineGroup
Obermeyer Wealth Partners6,591$581K0.03%+24813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC6,545$577K<0.01%-6,81213F-HRTimelineGroup
GENTRY PRIVATE WEALTH, LLC6,482$572K0.36%-94613F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.6,461$570K<0.01%+17613F-HRTimeline
E. Ohman J:or Asset Management AB6,450$569K0.01%-4,45013F-HRTimeline
PensionDanmark Pensionsforsikringsaktie…6,450$569K0.01%13F-HRTimeline
Curat Global, LLC6,382$563K0.63%-2,04213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,333$559K<0.01%+3,10013F-HRTimeline
Arax Advisory Partners6,326$558K0.02%-6,35013F-HRTimeline
Hilltop National Bank6,299$556K0.13%013F-HRTimeline
Venture Visionary Partners LLC6,285$554K0.02%+5713F-HRTimeline
GREENLEAF TRUST6,283$554K0.01%+3613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,245$551K<0.01%+2,29813F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC6,232$550K<0.01%+95113F-HRTimeline
ROMANO BROTHERS AND COMPANY6,185$546K0.06%013F-HRTimeline
AXQ CAPITAL, LP6,159$543K0.12%new13F-HRTimeline
J.W. COLE ADVISORS, INC.6,665$541K0.01%-25913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,124$540K0.01%-413F-HRTimeline
Capital Investment Advisors, LLC6,123$540K0.01%+713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,102$538K<0.01%-2713F-HRTimelineGroup
Centennial Wealth Advisory LLC6,060$535K0.14%+30113F-HRTimeline
Jackson Creek Investment Advisors LLC6,028$532K0.16%new13F-HRTimeline
Prime Capital Investment Advisors, LLC5,919$522K0.01%-12213F-HRTimeline
Apella Capital, LLC5,834$515K0.01%+113F-HRTimeline
Iowa State Bank5,730$505K0.09%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,726$505K0.01%-32313F-HRTimelineGroup
CWA Asset Management Group, LLC5,676$501K0.02%+21213F-HRTimeline
DRW Securities, LLC5,646$498K0.04%new13F-HRTimeline
Palisade Asset Management, LLC5,616$495K0.05%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,801$483K<0.01%+17213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,453$481K0.01%+1,62613F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC5,436$480K0.02%-4,30913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,417$478K+2,130Timeline
Squarepoint Ops LLCin group Squarepoint Ops LLC5,328$470K<0.01%-313,22713F-HRTimelineGroup
Krilogy Financial LLC5,048$469K0.02%+64113F-HRTimeline
Tema ETFs LLC5,260$464K0.04%-1213F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC5,251$463K0.01%new13F-HRTimeline
IHT Wealth Management, LLC5,250$463K0.01%+2513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5,230$461K<0.01%+1,45213F-HRTimelineGroup
STRS OHIO5,213$460K<0.01%-9713F-HRTimeline
Arkadios Wealth Advisors5,208$459K0.01%+99013F-HRTimeline
Focus Financial Network, Inc.5,201$459K0.02%+3213F-HRTimeline
Benin Management CORP5,200$459K0.1%013F-HRTimeline
Canada Post Corp Registered Pension Plan5,046$445K0.02%+1,08013F-HRTimeline
Kingsview Wealth Management, LLC4,982$439K0.01%-3,93613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,927$435K<0.01%+1,50413F-HRTimelineGroup
TWIN CAPITAL MANAGEMENT INC4,894$432K0.05%+4313F-HRTimeline
Horizon Investments, LLC4,867$429K0.01%-2,20013F-HRTimeline
Argentarii, LLC4,788$422K0.14%+413F-HRTimeline
Aprio Wealth Management, LLC4,718$416K0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,707$415K<0.01%+44113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,702$415K<0.01%+3313F-HRTimelineGroup
Premier Path Wealth Partners, LLC4,689$414K0.05%-14513F-HRTimeline
HANCOCK WHITNEY CORP4,664$411K0.01%-20113F-HRTimeline
Waldron Private Wealth LLC4,656$411K0.02%013F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.4,643$410K0.23%-22713F-HRTimeline
INCEPTIONR LLC4,637$409K0.11%-2,94413F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.4,574$403K0.03%-713F-HRTimeline
REXFORD CAPITAL INC4,556$402K0.3%013F-HRTimeline
Vise Technologies, Inc.4,541$401K0.01%+1,34813F-HRTimeline
AlphaStar Capital Management, LLC4,478$395K0.03%+28113F-HRTimeline
Wealthspire Advisors, LLC4,459$393K<0.01%+2,96613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,453$393K<0.01%-11513F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,445$392K0.01%-73013F-HRTimeline
Perigon Wealth Management, LLC4,444$392K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,437$391K0.02%+1,05513F-HRTimeline
Impact Partnership Wealth, LLC4,406$389K0.05%-31913F-HRTimeline
Verition Fund Management LLC4,362$385K<0.01%-5,68013F-HRTimeline
MGO ONE SEVEN LLC4,333$382K0.01%+1,29213F-HRTimeline
BEACON FINANCIAL GROUP4,331$382K0.04%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,307$380K0.01%+34613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC4,301$379K<0.01%-2,79413F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC4,252$375K0.06%new13F-HRTimelineGroup
Sompo Asset Management Co., Ltd.4,240$374K0.06%+65013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,218$372K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,218$372K0.01%-313F-HRTimeline
Aptus Capital Advisors, LLC4,193$370K<0.01%+74913F-HRTimeline
Trivium Point Advisory, LLC4,181$369K0.04%-20513F-HRTimeline
Woodline Partners LP4,075$359K<0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,066$359K<0.01%+88513F-HRTimelineGroup
SEEDS INVESTOR LLC4,051$357K0.07%+90013F-HRTimeline
Integrated Wealth Concepts LLC4,050$357K<0.01%new13F-HRTimeline
Blackhawk Capital Partners, LLC4,025$355K0.13%+20513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,995$352K0.12%013F-HRTimeline
OPTIMA CAPITAL LLC3,968$350K0.15%+3013F-HRTimeline
JMN Financial LLC3,960$349K0.35%13F-HRTimeline
Glaxis Capital Management, LLC3,941$348K0.6%+3513F-HRTimeline
Perpetual Ltdin group Perpetual Ltd3,892$343K<0.01%new13F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…3,882$342K0.01%013F-HRTimeline
Sound View Wealth Advisors Group, LLC3,870$341K0.02%-90613F-HRTimeline
Independent Advisor Alliance3,846$339K0.01%-6713F-HRTimeline
LVW Advisors, LLC3,838$339K0.03%+7913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,821$337K0.23%013F-HRTimeline
Global Retirement Partners, LLC3,775$333K0.01%+2,13313F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…3,771$333K0.01%-32,71113F-HRTimelineGroup
Alteri Wealth LLC3,715$328K0.11%-25713F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding3,715$328K-3,604Timeline
WADDELL & ASSOCIATES, LLC3,703$327K0.02%new13F-HRTimeline
Quantbot Technologies LP3,700$326K0.01%-39,43013F-HRTimeline
Aaron Wealth Advisors LLC3,655$322K0.02%+1,07913F-HRTimeline
First Citizens Financial Corp3,654$322K0.16%+16713F-HRTimeline
NorthCrest Asset Manangement, LLC3,541$320K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC3,598$317K0.04%-3,18813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,584$316K0.01%+27913F-HRTimeline
One Wealth Advisors, LLC3,575$315K0.04%+513F-HRTimeline
Orion Porfolio Solutions, LLC3,535$312K<0.01%-44813F-HRTimeline
Sageworth Trust Co of South Dakota3,531$311K0.25%-16613F-HRTimeline
TCW GROUP INCin group TCW GROUP INC3,523$311K<0.01%new13F-HRTimelineGroup
AlphaGrep UK Ltd3,516$310K0.1%13F-HRTimeline
GSA CAPITAL PARTNERS LLP3,512$310K0.03%-2,17113F-HRTimeline
FourThought Financial Partners, LLC3,485$307K0.03%+213F-HRTimeline
Kane Co Wealth Management, Inc.3,484$307K0.27%13F-HRTimeline
Argent Trust Co3,427$302K0.01%013F-HRTimeline
Smartleaf Asset Management LLC3,384$301K0.01%+51713F-HRTimeline
Provident Living Financial Services, In…3,375$298K0.29%13F-HRTimeline
Csenge Advisory Group3,332$294K0.01%-1913F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…3,332$294K0.1%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management3,331$294K<0.01%new13F-HRTimelineGroup
Checchi Capital Advisers, LLC3,271$289K0.02%+19713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,247$286K0.02%+45213F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC3,230$285K0.03%-2713F-HRTimeline
Berkshire Money Management, Inc.3,222$284K0.03%new13F-HRTimeline
Caerus Investment Advisors, LLC3,220$284K0.09%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,215$284K<0.01%-5013F-HRTimelineGroup
Regal Investment Advisors LLC3,214$284K0.02%-4913F-HRTimeline
Pallas Capital Advisors LLC3,210$283K0.01%new13F-HRTimeline
Chesley Taft & Associates LLC3,203$283K0.01%-6313F-HRTimeline
Wellspring Financial Advisors, LLC3,128$276K0.02%new13F-HRTimeline
Adams Wealth Management3,129$276K0.06%-56913F-HRTimeline
CacheTech Inc.3,129$276K0.05%-56913F-HRTimeline
RENAISSANCE GROUP LLC3,108$274K0.01%+5113F-HRTimeline
Symphony Financial, Ltd. Co.3,022$268K0.04%new13F-HRTimeline
ROCKLAND TRUST CO3,027$267K0.01%013F-HRTimeline
CX Institutional3,023$267K0.01%+20513F-HRTimeline
Shepherd Financial Partners LLC3,009$265K0.02%+313F-HRTimeline
Central Pacific Bank - Trust Division3,003$265K0.03%-29813F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK3,000$265K0.13%013F-HRTimeline
Glassy Mountain Advisors, Inc.3,000$265K0.08%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,981$263K<0.01%-3813F-HRTimelineGroup
Valeo Financial Advisors, LLC2,964$261K0.01%+24313F-HRTimeline
BURNEY CO/2,962$261K0.01%+1113F-HRTimeline
HBK Sorce Advisory LLC2,684$261K0.01%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,946$260K<0.01%new13F-HRTimeline
Mutual Advisors, LLC2,908$257K0.01%+12913F-HRTimeline
Busey Bank2,904$256K0.01%013F-HRTimeline
International Private Wealth Advisors L…2,890$255K0.16%+3313F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC2,883$254K0.07%new13F-HRTimelineGroup
NewEdge Wealth, LLC2,848$251K<0.01%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC2,845$251K0.04%013F-HRTimelineGroup
180 WEALTH ADVISORS, LLC2,824$249K0.03%-31813F-HRTimeline
Compound Planning, Inc.2,808$248K0.01%+32713F-HRTimeline
PARK NATIONAL CORP /OH/2,780$245K0.01%-713F-HRTimeline
Balefire, LLC2,765$244K0.05%-7713F-HRTimeline
Ballentine Partners, LLC2,741$242K<0.01%-813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,735$241K0.01%013F-HRTimelineGroup
WINNACLE WEALTH LLC2,701$240K0.18%+5213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,724$240K0.01%+29513F-HRTimelineGroup
MIRABELLA FINANCIAL SERVICES LLP2,724$240K0.02%new13F-HRTimeline
GTS SECURITIES LLC2,711$239K0.01%new13F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,706$239K0.03%-29213F-HRTimeline
Gladstone Institutional Advisory LLC2,691$237K0.01%-6713F-HRTimeline
Wedmont Private Capital2,606$237K0.01%+9213F-HRTimeline
Sageworth Trust Co2,683$237K0.01%013F-HRTimeline
Kinloch Capital, LLC2,675$236K0.1%013F-HRTimeline
Advisory Services Network, LLC2,669$235K<0.01%-5113F-HRTimeline
MASTERINVEST Kapitalanlage GmbH2,646$235K0.02%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,650$234K0.07%new13F-HRTimeline
Westmount Partners, LLC2,648$234K0.06%013F-HRTimeline
FIL Ltdin group FIL Ltd2,646$233K<0.01%new13F-HRTimelineGroup
Investment Research & Advisory Group, I…2,636$233K0.08%new13F-HRTimeline
nVerses Capital, LLC2,639$233K0.52%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,624$231K0.01%+113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,622$231K<0.01%new13F-HRTimeline
WHITTIER TRUST CO2,500$230K<0.01%013F-HRTimeline
Kera Capital Partners, Inc.2,415$229K0.03%new13F-HRTimeline
BLAIR WILLIAM & CO/IL2,590$228K<0.01%-47813F-HRTimeline
TSFG, LLC2,570$227K0.03%+2213F-HRTimeline
Oslo Pensjonsforsikring AS2,569$227K0.03%013F-HRTimeline
Foundations Investment Advisors, LLC2,555$225K<0.01%-80113F-HRTimeline
First Nebraska Trust Co2,529$223K0.02%013F-HRTimeline
S&CO INC2,500$220K0.01%013F-HRTimeline
Paladin Partners, LLC2,490$220K0.16%13F-HRTimeline
Long Run Wealth Advisors, LLC2,488$219K0.04%+2213F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,476$218K0.02%-8013F-HRTimeline
Paragon Capital Management Ltd2,459$217K0.04%new13F-HRTimeline
SageView Advisory Group, LLC2,452$216K0.01%-2513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,437$215K0.01%new13F-HRTimelineGroup
State of Wyoming2,433$215K0.02%-2,57813F-HRTimeline
SIGNATUREFD, LLC2,430$214K<0.01%+3113F-HRTimeline
SMITH, MOORE & CO.2,412$213K0.02%new13F-HRTimeline
Resurgent Financial Advisors LLC2,402$212K0.11%new13F-HRTimeline
CORA CAPITAL ADVISORS LLC2,401$212K0.08%new13F-HRTimeline
Beacon Pointe Advisors, LLC2,393$211K<0.01%new13F-HRTimeline
PANAGORA ASSET MANAGEMENT INC2,380$210K<0.01%new13F-HRTimeline