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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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Stock (common), issuer CIK 1126328

890 managers (914 13F filers) reported a position in PFG shares at 2026-03-31, 168,561,047 shares in all. 97 filers opened a position and 81 filers sold out during the quarter.

Managers
890
13F filers
914
New
97
Added
355
Reduced
263
Sold out
81
Shares held by filers
168,561,047

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Prosperity Consulting Group, LLC6,921$624K0.03%+11113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,906$622K<0.01%+2,84013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.6,883$620K0.02%+21813F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.6,866$619K0.11%new13F-HRTimelineGroup
Vestcor Inc6,839$616K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,781$611K0.01%+4,49413F-HRTimeline
CenterStar Asset Management, LLC6,776$610K0.59%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,724$606K<0.01%-4113F-HRTimelineGroup
UMB Bank, n.a.6,713$605K0.01%+2313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…6,666$601K<0.01%-53013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,664$601K<0.01%+86313F-HRTimelineGroup
GREENLEAF TRUST6,650$599K0.01%+36713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,605$596K<0.01%+36013F-HR/ATimelineGroup
Obermeyer Wealth Partners6,591$594K0.03%013F-HRTimeline
Jacobi Capital Management LLC6,590$594K0.03%-57213F-HRTimeline
OmniStar Financial Group, Inc.6,501$585K0.3%new13F-HRTimeline
Callan Family Office, LLC6,480$584K0.01%-31413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,452$581K0.01%+32813F-HRTimeline
PensionDanmark Pensionsforsikringsaktie…6,450$581K0.01%013F-HRTimeline
E. Ohman J:or Asset Management AB6,450$581K0.02%013F-HRTimeline
Arkadios Wealth Advisors6,384$575K0.01%+1,17613F-HRTimeline
Hilltop National Bank6,299$568K0.13%013F-HRTimeline
North Dakota State Investment Board6,290$567K0.02%-1,34413F-HRTimeline
Venture Visionary Partners LLC6,287$567K0.02%+213F-HRTimeline
ROMANO BROTHERS AND COMPANY6,185$557K0.06%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,182$557K<0.01%-15113F-HRTimeline
Smartleaf Asset Management LLC6,246$551K0.02%+2,86213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,102$550K<0.01%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,959$537K0.01%+23313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC5,943$536K0.01%+2413F-HRTimeline
Polymer Capital Management (US) LLC5,878$530K0.08%new13F-HRTimeline
Burns Matteson Capital Management, LLC5,871$529K0.21%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC5,764$519K0.31%-71813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,753$518K0.01%+82613F-HRTimelineGroup
TOBAM5,692$513K0.13%new13F-HRTimeline
Apella Capital, LLC5,301$510K0.01%-53313F-HRTimeline
Palisade Asset Management, LLC5,637$508K0.05%+2113F-HRTimeline
WEALTH ALLIANCE, LLC5,541$499K0.05%new13F-HRTimeline
AIA Group Ltdin group AIA Group Ltd5,517$497K0.01%-1,13813F-HRTimelineGroup
Iowa State Bank5,507$496K0.09%-22313F-HRTimeline
Focus Financial Network, Inc.5,503$496K0.02%+30213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC5,336$481K0.02%-10013F-HRTimeline
Tema ETFs LLC5,281$476K0.03%+2113F-HRTimeline
CWA Asset Management Group, LLC5,259$474K0.02%-41713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,249$473K-168Timeline
STRS OHIO5,205$469K<0.01%-813F-HRTimeline
Waldron Private Wealth LLC5,204$469K0.02%+54813F-HRTimeline
Benin Management CORP5,200$469K0.11%013F-HRTimeline
Kingsview Wealth Management, LLC5,186$467K0.01%+20413F-HRTimeline
Aprio Wealth Management, LLC5,135$463K0.03%+41713F-HRTimeline
Krilogy Financial LLC4,920$462K0.01%-12813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,115$461K<0.01%+66213F-HRTimeline
IHT Wealth Management, LLC5,099$459K0.01%-15113F-HRTimeline
HANCOCK WHITNEY CORP4,530$457K0.01%-13413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,070$457K0.01%+76313F-HRTimeline
Canada Post Corp Registered Pension Plan5,046$455K0.02%013F-HRTimeline
MGO ONE SEVEN LLC5,005$451K0.01%+67213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC4,995$450K<0.01%new13F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…4,918$443K0.02%new13F-HRTimelineGroup
Legato Capital Management LLC4,909$442K0.04%-3,26013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,842$436K<0.01%+13513F-HRTimelineGroup
TWIN CAPITAL MANAGEMENT INC4,774$430K0.06%-12013F-HRTimeline
LVW Advisors, LLC4,770$430K0.04%+93213F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co4,718$425K0.02%-2,02013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC4,218$420K0.01%013F-HRTimeline
REXFORD CAPITAL INC4,556$411K0.29%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,542$409K0.02%+10513F-HRTimeline
AlphaStar Capital Management, LLC4,540$409K0.03%+6213F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,533$408K0.01%+8813F-HRTimeline
Premier Path Wealth Partners, LLC4,454$401K0.05%-23513F-HRTimeline
BEACON FINANCIAL GROUP4,451$401K0.04%+12013F-HRTimeline
Vise Technologies, Inc.4,541$401K0.01%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC4,425$399K0.07%+17313F-HRTimelineGroup
Aaron Wealth Advisors LLC4,423$399K0.02%+76813F-HRTimeline
Perpetual Ltdin group Perpetual Ltd4,337$391K0.01%+44513F-HRTimelineGroup
Perigon Wealth Management, LLC4,264$384K0.01%-18013F-HRTimeline
Advisory Services Network, LLC4,263$384K0.01%+1,59413F-HRTimeline
Argentarii, LLC4,249$383K0.13%-53913F-HRTimeline
Sompo Asset Management Co., Ltd.4,240$382K0.07%013F-HRTimeline
Bull Harbor Capital LLC4,223$381K0.1%13F-HRTimeline
OPTIMA CAPITAL LLC4,173$376K0.17%+20513F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC4,098$369K<0.01%+1,15213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,092$369K0.01%+1,47013F-HRTimeline
Strategic Investment Advisors / MI4,069$367K0.03%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC4,068$367K0.05%new13F-HRTimeline
Blackhawk Capital Partners, LLC4,058$366K0.13%+3313F-HRTimeline
Machina Capital S.A.S.4,027$363K0.07%new13F-HRTimeline
JMN Financial LLC4,023$363K0.36%+6313F-HRTimeline
ETF Portfolio Partners, Inc.4,015$362K0.1%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,014$362K<0.01%+2,21713F-HRTimelineGroup
CITY NATIONAL BANK OF FLORIDA /MSD4,007$361K0.22%new13F-HRTimeline
Aptus Capital Advisors, LLC4,003$361K<0.01%-19013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,995$360K0.12%013F-HRTimeline
Independent Advisor Alliance3,956$356K<0.01%+11013F-HRTimeline
Glaxis Capital Management, LLC3,941$355K0.44%013F-HRTimeline
One Wealth Advisors, LLC3,896$351K0.04%+32113F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…3,882$350K0.01%013F-HRTimeline
HBK Sorce Advisory LLC3,451$347K0.01%+76713F-HRTimeline
Arax Advisory Partners3,830$346K0.01%-2,49613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,826$345K0.01%+24213F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,821$344K0.23%013F-HRTimeline
Gateway Wealth Partners, LLC3,780$341K0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.3,770$340K0.03%-80413F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.3,769$340K0.22%-87413F-HRTimeline
Beacon Pointe Advisors, LLC3,756$338K<0.01%+1,36313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,755$338K0.02%+50813F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,717$335K<0.01%-1,51313F-HRTimelineGroup
Trivium Point Advisory, LLC3,716$335K0.06%-46513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,715$335K0.01%new13F-HRTimeline
TCW GROUP INCin group TCW GROUP INC3,701$333K<0.01%+17813F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,698$333K<0.01%+16313F-HRTimeline
Alteri Wealth LLC3,660$330K0.11%-5513F-HRTimeline
Checchi Capital Advisers, LLC3,631$327K0.02%+36013F-HRTimeline
International Private Wealth Advisors L…3,624$327K0.2%+73413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,614$326K<0.01%+2,40913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Meeder Advisory Services, Inc.group of 2 filers holding3,604$325K-111Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,525$317K0.01%new13F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC3,455$311K0.02%-24813F-HRTimeline
First Citizens Financial Corp3,404$307K0.14%-25013F-HRTimeline
Gladstone Institutional Advisory LLC3,382$305K0.01%+69113F-HRTimeline
Provident Living Financial Services, In…3,375$304K0.34%013F-HRTimeline
Central Pacific Bank - Trust Division3,349$302K0.04%+34613F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…3,332$300K0.1%013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP3,286$296K0.03%+56213F-HRTimeline
GTS SECURITIES LLC3,271$295K0.01%+56013F-HRTimeline
BLAIR WILLIAM & CO/IL3,248$293K<0.01%+65813F-HRTimeline
Sound View Wealth Advisors Group, LLC3,235$292K0.02%-63513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,227$291K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC3,219$290K0.01%-99913F-HRTimeline
Foundations Investment Advisors, LLC3,208$289K<0.01%+65313F-HRTimeline
Chesley Taft & Associates LLC3,206$289K0.01%+313F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,183$287K0.01%+33813F-HRTimelineGroup
Mutual Advisors, LLC3,178$286K0.01%+27013F-HRTimeline
Csenge Advisory Group3,167$285K0.01%-16513F-HRTimeline
Sivia Capital Partners, LLC3,162$285K0.06%-3,83713F-HRTimeline
Midwest Heritage Bank, FSB3,155$284K0.09%new13F-HRTimeline
Oslo Pensjonsforsikring AS3,152$284K0.04%+58313F-HRTimeline
Valeo Financial Advisors, LLC3,143$283K0.01%+17913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,130$282K0.01%+40613F-HR/ATimelineGroup
Adams Wealth Management3,128$282K0.06%-113F-HRTimeline
CacheTech Inc.3,128$282K0.05%-113F-HRTimeline
Argent Trust Co3,106$280K0.01%-32113F-HRTimeline
Kane Co Wealth Management, Inc.3,118$279K0.24%-36613F-HRTimeline
Compound Planning, Inc.3,075$277K0.01%+26713F-HRTimeline
WEDBUSH SECURITIES INC3,046$274K0.01%new13F-HRTimeline
Regal Investment Advisors LLC3,036$274K0.02%-17813F-HRTimeline
ROCKLAND TRUST CO3,027$273K0.01%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,024$272K0.01%+40013F-HRTimeline
Patriot Financial Group Insurance Agenc…3,014$272K0.02%new13F-HRTimeline
Shepherd Financial Partners LLC3,012$271K0.03%+313F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK3,000$270K0.13%013F-HRTimeline
Glassy Mountain Advisors, Inc.3,000$270K0.08%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management2,953$266K<0.01%-37813F-HRTimelineGroup
Busey Bank2,951$266K0.01%+4713F-HRTimeline
Kera Capital Partners, Inc.2,904$262K0.03%+48913F-HRTimeline
Symphony Financial, Ltd. Co.2,894$259K0.03%-12813F-HRTimeline
Accredited Investors Inc.2,866$258K0.01%new13F-HRTimeline
XXI WEALTH, LLC2,847$257K0.15%new13F-HRTimeline
OFS Enterprise LLC2,827$255K0.07%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,825$255K0.01%+9013F-HRTimelineGroup
Apeiron RIA LLC2,782$251K0.06%new13F-HRTimeline
Balefire, LLC2,771$250K0.05%+613F-HRTimeline
HighPoint Advisor Group LLC2,763$249K0.01%-8,33713F-HRTimeline
CX Institutional2,756$248K0.01%-26713F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,748$248K0.01%+44113F-HRTimeline
Ballentine Partners, LLC2,746$247K<0.01%+513F-HRTimeline
180 WEALTH ADVISORS, LLC2,733$246K0.03%-9113F-HRTimeline
WINNACLE WEALTH LLC2,729$246K0.19%+2813F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,706$244K0.04%013F-HRTimeline
Kinloch Capital, LLC2,675$241K0.1%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,674$241K0.07%+2413F-HRTimeline
Snowden Capital Advisors LLC2,667$240K0.01%new13F-HRTimeline
Westmount Partners, LLC2,648$239K0.06%013F-HRTimeline
MASTERINVEST Kapitalanlage GmbH2,646$238K0.02%013F-HRTimeline
Investment Research & Advisory Group, I…2,636$238K0.08%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,629$237K0.03%-60113F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,609$235K0.02%+13313F-HRTimeline
Wedmont Private Capital2,492$235K0.01%-11413F-HRTimeline
TSFG, LLC2,593$234K0.04%+2313F-HRTimeline
SIGNATUREFD, LLC2,582$233K<0.01%+15213F-HRTimeline
Sageworth Trust Co2,577$232K0.01%-10613F-HRTimeline
World Investment Advisors2,540$229K<0.01%new13F-HRTimeline
Caerus Investment Advisors, LLC2,539$229K0.1%-68113F-HRTimeline
Sageworth Trust Co of South Dakota2,528$228K0.18%-1,00313F-HRTimeline
WHITTIER TRUST CO2,500$228K<0.01%013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …2,516$227K0.07%-5,94413F-HRTimeline
Nilsine Partners, LLC2,270$226K0.02%new13F-HRTimeline
Edgestream Partners, L.P.2,501$225K0.01%new13F-HRTimeline
S&CO INC2,500$225K0.01%013F-HRTimeline
Paladin Partners, LLC2,490$224K0.16%013F-HRTimeline
First Nebraska Trust Co2,479$223K0.02%-5013F-HRTimeline
RENAISSANCE GROUP LLC2,422$218K0.01%-68613F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,423$218K<0.01%+11213F-HRTimelineGroup
Resurgent Financial Advisors LLC2,414$218K0.08%+1213F-HRTimeline
SMITH, MOORE & CO.2,412$217K0.02%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,402$216K<0.01%new13F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC2,401$216K0.07%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …2,400$216K<0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC2,376$214K0.01%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,370$214K0.02%new13F-HRTimeline