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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
Hills Bank & Trust Coin group Hills Bank & Trust Co1,402$118K0.01%013F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…1,380$115K<0.01%+15413F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,344$113K0.01%+613F-HRTimeline
Quent Capital, LLC1,305$110K0.01%+6313F-HRTimeline
Wilmington Savings Fund Society, FSB1,289$109K<0.01%+4913F-HRTimeline
Stonebridge Financial Group, LLC1,273$107K0.01%+213F-HRTimeline
Manchester Capital Management LLC1,270$107K0.01%+4513F-HRTimeline
Capital Advisors, Ltd. LLC1,232$104K0.01%-2213F-HRTimeline
Clarity Asset Management, Inc.1,228$104K0.07%+413F-HRTimeline
Elite Financial, Inc.1,175$99K0.05%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,161$98K0.01%+44313F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.1,140$96.2K0.07%+2013F-HRTimeline
Olistico Wealth, LLC1,126$95K0.06%+913F-HRTimeline
Arax Advisory Partners1,117$94.2K0.01%-1,93013F-HRTimeline
CoreCap Advisors, LLC1,105$93.2K<0.01%+313F-HRTimeline
Compass Financial Services Inc1,081$91.2K0.05%-6213F-HRTimeline
Catalyst Capital Advisors LLC1,053$88.8K<0.01%+32713F-HRTimeline
CVA Family Office, LLC1,033$87.2K0.01%+1913F-HRTimeline
DUNCKER STREETT & CO INC1,010$85.2K0.02%013F-HRTimeline
Blue Trust, Inc.1,003$84.6K<0.01%+45113F-HRTimeline
Pingora Partners LLC1,000$84.4K0.06%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.953$80.4K<0.01%-11113F-HRTimelineGroup
Pinnacle Bancorp, Inc.951$80.2K0.03%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC875$73.8K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.864$72.9K<0.01%013F-HRTimeline
TFC Financial Management, Inc.840$70.9K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…950$70.3K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA817$68.9K0.06%013F-HRTimeline
McClarren Financial Advisors, Inc.274$68K0.04%-53613F-HRTimeline
Binnacle Investments Inc769$64.9K0.05%13F-HRTimeline
Stephens Consulting, LLC725$61.2K0.02%013F-HRTimeline
GODSEY & GIBB, INC700$59.1K0.01%013F-HRTimeline
Whipplewood Advisors, LLC4$59.1K0.04%-69613F-HRTimeline
WFA Asset Management Corp684$59.1K0.03%+16713F-HRTimeline
Larson Financial Group LLC682$57.5K<0.01%+10413F-HRTimeline
N.E.W. Advisory Services LLC678$57.2K<0.01%new13F-HRTimeline
Covestor Ltd678$57K0.04%+13813F-HRTimeline
Clearstead Advisors, LLC655$55.3K<0.01%+12613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP650$54.8K0.01%new13F-HRTimelineGroup
CITY HOLDING CO635$53.6K0.01%-27313F-HRTimeline
Winch Advisory Services, LLC618$52.1K0.01%+413F-HRTimeline
Pinnacle Financial Partners Inc664$51.4K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC609$51.4K0.01%new13F-HRTimeline
MOTCO606$51.1K0.01%+31213F-HRTimeline
Golden State Wealth Management, LLC596$50.3K0.01%013F-HR/ATimeline
BFSG, LLC591$49.9K0.01%+1813F-HRTimeline
Hemington Wealth Management588$49K0.01%+7513F-HRTimeline
HAZLETT, BURT & WATSON, INC.583$49K0.02%013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC575$49K<0.01%013F-HRTimelineGroup
Deseret Mutual Benefit Administrators577$48.7K0.02%-50113F-HRTimeline
Legacy Bridge, LLC570$48.1K0.03%013F-HRTimeline
Clean Yield Group559$47.2K0.02%013F-HRTimeline
MorganRosel Wealth Management, LLC548$46.2K0.01%new13F-HRTimeline
STILWELL VALUE LLCin group STILWELL VALUE LLC547$46.1K0.02%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC546$46.1K<0.01%-513F-HRTimeline
Hexagon Capital Partners LLC534$45.1K0.01%-3813F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC628$45K0.03%-18813F-HRTimeline
Global Financial Private Client, LLC530$44.7K0.02%+2113F-HRTimeline
Dynamic Wealth Strategies, LLC528$44.5K0.04%new13F-HRTimeline
ORG Partners LLC508$43.3K0.01%-28413F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP511$43.1K<0.01%-51813F-HRTimelineGroup
Cromwell Holdings LLC502$42.4K0.03%+1213F-HRTimeline
PrairieView Partners, LLC499$42K<0.01%013F-HRTimeline
NewSquare Capital LLC2,065$41.1K<0.01%-104,07513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO486$41K<0.01%-6013F-HRTimelineGroup
Navigoe, LLC488$41K0.04%013F-HRTimeline
Parkside Financial Bank & Trust480$40.5K0.01%+3213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.478$40.3K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC468$39.5K<0.01%-40113F-HRTimeline
MassMutual Private Wealth & Trust, FSB467$39.4K<0.01%-4313F-HRTimeline
Fortis Group Advisors, LLC458$38.6K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.452$38.1K0.02%+413F-HRTimeline
Paladin Advisory Group, LLC449$37.9K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC444$37.5K0.01%013F-HRTimeline
Fortitude Family Office, LLC426$35.9K0.01%+12213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.423$35.7K0.01%+713F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department422$35.6K0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC414$34.9K<0.01%-10013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…404$34.1K<0.01%13F-HRTimeline
Riverview Trust Co396$33.4K0.03%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC396$33.4K0.02%013F-HRTimeline
MCF Advisors LLC394$33.2K<0.01%-10613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management391$33K<0.01%-913F-HRTimelineGroup
GHP Investment Advisors, Inc.384$32.4K<0.01%013F-HRTimeline
von Borstel & Associates, Inc.380$32K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.374$31.6K0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.372$31.4K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP365$30.8K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc358$30.2K0.01%013F-HRTimeline
TD Capital Management LLC353$29.8K<0.01%+313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors347$29.3K<0.01%+2413F-HRTimelineGroup
PRIVATE TRUST CO NA338$28.5K<0.01%-4913F-HRTimeline
AdvisorNet Financial, Inc321$27.1K<0.01%+113F-HRTimeline
Financial Perspectives, Inc314$26.5K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners310$26.2K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC306$25.8K<0.01%-4113F-HRTimeline
Bogart Wealth, LLC306$25.8K<0.01%+613F-HRTimeline
New Age Alpha Advisors, LLC302$25.5K<0.01%+1813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC301$25.4K<0.01%-6413F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA300$25.3K0.01%-813F-HRTimeline
First Pacific Financial295$24.9K0.01%013F-HRTimeline
Pflug Koory, LLC285$24K0.01%013F-HRTimeline
North Star Investment Management Corp.277$23.4K<0.01%013F-HRTimeline
HOERTKORN RICHARD CHARLES272$22.9K0.01%013F-HRTimeline
Center for Financial Planning, Inc.264$22.3K<0.01%013F-HRTimeline
Beacon Capital Management, LLC264$22.3K<0.01%+313F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH253$21.3K0.01%-13013F-HRTimeline
Key Financial Inc253$21.3K<0.01%013F-HRTimeline
Rossby Financial, LCC290$21.3K0.01%new13F-HRTimeline
High Note Wealth, LLC249$21K0.01%new13F-HRTimeline
YANKCOM Partnership248$20.9K0.01%013F-HRTimeline
Caldwell Trust Co235$19.8K<0.01%013F-HRTimeline
USA FINANCIAL FORMULAS231$19.5K<0.01%new13F-HRTimeline
Clearstead Trust, LLC226$19.1K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC236$19K<0.01%+613F-HRTimeline
MRP Capital Investments, LLC225$19K0.02%013F-HRTimeline
Wayfinding Financial, LLC222$18K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp213$18K<0.01%+15613F-HRTimelineGroup
Bruce G. Allen Investments, LLC212$17.9K0.01%013F-HRTimeline
SRH ADVISORS, LLC211$17.8K0.01%013F-HRTimeline
DT Investment Partners, LLC210$17.7K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.209$17.7K<0.01%-11513F-HRTimeline
Grove Bank & Trust209$17.6K<0.01%+12013F-HRTimeline
SBI Securities Co., Ltd.209$17.6K<0.01%+2413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.206$17.4K<0.01%-613F-HRTimeline
New Millennium Group LLC204$17.2K0.01%-513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.197$17K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kentucky Trust Co200$16.9K0.01%013F-HRTimeline
UNION SAVINGS BANK195$16.5K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.190$16K<0.01%new13F-HRTimeline
Smithfield Trust Co190$16K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management189$15.9K<0.01%13F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL189$15.9K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.180$15.2K<0.01%013F-HRTimeline
Investors Research Corp173$14.6K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC169$14.3K<0.01%new13F-HRTimeline
Asset Dedication, LLC161$13.6K<0.01%-34013F-HRTimeline
Private Wealth Management Group, LLC161$13.6K0.01%013F-HRTimeline
TRUST CO OF VERMONT157$13.2K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC153$12.9K<0.01%13F-HRTimeline
Holos Integrated Wealth LLC138$11.6K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC134$11.3K<0.01%+113F-HRTimeline
Vermillion Wealth Management, Inc.132$11.1K<0.01%013F-HRTimeline
GW&K Investment Management, LLC136$11K<0.01%+513F-HRTimeline
Wood Tarver Financial Group, LLC130$11K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…123$10.4K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.119$10K<0.01%+10013F-HRTimeline
Painted Porch Advisors LLC119$10K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV121$10K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.117$9.89K0.01%new13F-HRTimeline
Sachetta, LLC115$9.7K<0.01%-213F-HRTimeline
Centricity Wealth Management, LLC115$9.7K0.01%013F-HRTimeline
REAP Financial Group, LLC113$9.53K<0.01%+113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC110$9.28K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC109$9.2K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC124$9.18K<0.01%+1113F-HRTimeline
Rise Advisors, LLC103$8.69K<0.01%new13F-HRTimeline
True Wealth Design, LLC101$8.52K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC100$8.44K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…100$8.44K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…100$8.44K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC100$8.44K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC90$7.59K<0.01%013F-HRTimelineGroup
Saudi Central Bank90$7.59K0.04%new13F-HRTimeline
Financial Management Professionals, Inc.83$7K<0.01%+713F-HRTimeline
Caitong International Asset Management …81$6.83K0.01%-60513F-HRTimeline
Westend Capital Management, LLC80$6.75K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.78$6.55K0.01%-2513F-HRTimeline
VISION FINANCIAL MARKETS LLC73$6.19K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…72$6.08K<0.01%013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC78$6K<0.01%013F-HRTimeline
McIlrath & Eck, LLC71$5.99K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC66$5.57K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.65$5.48K<0.01%new13F-HRTimelineGroup
Peoples Bank/KS50$4.22K<0.01%013F-HRTimeline
Davis Capital Management46$3.88K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC45$3.8K<0.01%+4013F-HRTimeline
Park Square Financial Group, LLC45$3.8K<0.01%-1513F-HRTimeline
Archer Investment Corp44$3.71K<0.01%013F-HRTimeline
Abound Wealth Management41$3.46K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC41$3.46K<0.01%013F-HRTimeline
HM PAYSON & CO39$3.29K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.36$3.04K<0.01%+113F-HRTimeline
SIERRA OCEAN, LLC35$3K<0.01%013F-HRTimeline
Activest Wealth Management35$2.95K<0.01%+3513F-HRTimeline
ROSS\JOHNSON & Associates LLC35$2.95K0.05%013F-HRTimeline
Prestige Wealth Management Group LLC34$2.87K<0.01%013F-HR/ATimeline
CBIZ Investment Advisory Services, LLC30$2.53K<0.01%new13F-HR/ATimeline
Heritage Wealth Advisors29$2.45K<0.01%-4313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC29$2.45K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.28$2.36K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC27$2.28K<0.01%new13F-HRTimeline
LRI Investments, LLC26$2.19K<0.01%013F-HRTimeline
Garde Capital, Inc.25$2.11K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.24$2.02K<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC20$1.73K<0.01%-1313F-HRTimeline
Global Wealth Strategies & Associates20$1.69K<0.01%013F-HRTimeline
Aspect Partners, LLC17$1.43K<0.01%013F-HRTimeline
Clark Wealth Partners16$1.35K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC15$1.27K<0.01%013F-HRTimeline