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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
Acropolis Investment Management, LLC2,378$210K0.01%new13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,360$208K0.03%new13F-HRTimeline
Trust Asset Management LLC2,352$207K0.01%-9213F-HRTimeline
waypoint wealth counsel2,331$206K0.08%new13F-HRTimeline
EVOKE WEALTH, LLC2,323$205K<0.01%new13F-HRTimeline
AUXIER ASSET MANAGEMENT LLC2,322$205K0.03%new13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH2,300$205K<0.01%-3,46913F-HRTimelineGroup
Essential Partners LLC2,320$205K0.06%+1,33113F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,311$204K<0.01%+48813F-HRTimelineGroup
Independent Wealth Network Inc.2,310$204K0.06%new13F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,307$204K0.01%-16113F-HRTimeline
Koshinski Asset Management, Inc.2,304$203K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,287$202K<0.01%+20813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,278$201K0.02%new13F-HRTimeline
OFI INVEST ASSET MANAGEMENT2,531$190K<0.01%new13F-HRTimeline
Employees Retirement System of Texas2,126$188K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.2,119$187K0.1%+88213F-HRTimeline
EFG International AGin group EFG International AG2,062$182K<0.01%13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,954$173K<0.01%+14413F-HR/ATimelineGroup
West Financial Advisors, LLC1,806$159K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,797$159K<0.01%+45713F-HRTimelineGroup
Silvant Capital Management LLC1,747$154K0.01%013F-HRTimeline
CENTRAL TRUST Co1,737$153K<0.01%-813F-HRTimeline
Compass Financial Services Inc1,693$149K0.06%+1113F-HRTimeline
Parallel Advisors, LLC1,686$149K<0.01%+11913F-HRTimeline
Manchester Capital Management LLC1,680$148K0.02%+30513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,654$146K0.01%+7813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,650$146K0.02%13F-HRTimeline
Torren Management, LLC1,641$145K0.07%13F-HRTimeline
Quent Capital, LLC1,601$141K0.01%+6113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,601$141K0.01%+19913F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…1,570$140K<0.01%013F-HRTimelineGroup
LGT Financial Advisors LLC1,547$136K0.84%-113F-HRTimeline
Nemes Rush Group LLC1,440$127K0.01%+1213F-HRTimeline
JNBA Financial Advisors1,432$126K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,321$117K0.01%+55113F-HRTimeline
JFS WEALTH ADVISORS, LLC1,278$113K0.01%+5113F-HRTimeline
Clearstead Advisors, LLC1,259$111K<0.01%+35213F-HRTimeline
Caitong International Asset Management …1,241$109K0.03%new13F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.1,205$106K<0.01%-12713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Advisors, Ltd. LLC1,202$106K0.01%013F-HRTimeline
Versant Capital Management, Inc1,173$103K0.01%-4413F-HRTimeline
Olistico Wealth, LLC1,158$102K0.05%new13F-HRTimeline
CVA Family Office, LLC1,128$99.5K0.01%+613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,110$97.9K0.03%013F-HRTimeline
RMG Wealth Management LLC1,059$97.4K0.01%+6713F-HRTimeline
Larson Financial Group LLC1,101$97.1K<0.01%+13213F-HRTimeline
GHP Investment Advisors, Inc.1,099$96.9K<0.01%+10013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,066$94K<0.01%+26113F-HRTimelineGroup
Pingora Partners LLC1,000$88.2K0.05%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…950$87.6K<0.01%013F-HRTimeline
Key Capital Management, INC977$86.2K0.09%13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,037$85.8K<0.01%new13F-HRTimeline
Security National Bank960$84.7K0.01%013F-HRTimeline
Root Financial Partners, LLC951$83.9K<0.01%-2913F-HRTimeline
Pinnacle Bancorp, Inc.951$83.9K0.02%013F-HRTimeline
Geneos Wealth Management Inc.950$83.8K<0.01%-1113F-HRTimeline
Quarry LP920$81.2K0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA893$78.8K0.06%+41713F-HRTimeline
First Command Advisory Services, Inc.893$78.8K<0.01%+2913F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC875$77.2K<0.01%013F-HRTimelineGroup
TFC Financial Management, Inc.871$76.8K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.852$75.2K0.01%+17313F-HRTimeline
BOKF, NAin group BOKF, NA805$71K<0.01%+1413F-HRTimelineGroup
Blue Trust, Inc.802$70.7K<0.01%-18413F-HRTimeline
CoreCap Advisors, LLC763$67.3K<0.01%-32813F-HRTimeline
Stephens Consulting, LLC725$64K0.02%013F-HRTimeline
GODSEY & GIBB, INC700$61.7K0.01%013F-HRTimeline
Whipplewood Advisors, LLC700$61.7K0.04%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP650$57.3K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.648$57K0.02%-6513F-HRTimeline
Cromwell Holdings LLC642$56.6K0.03%013F-HRTimeline
BFSG, LLC622$54.9K0.01%013F-HRTimeline
CYBER HORNET ETFs LLC617$54.4K0.03%+3313F-HRTimeline
Fideuram Asset Management (Ireland) dac669$53.3K<0.01%13F-HRTimeline
ORG Partners LLC600$52.9K0.01%+1713F-HRTimeline
Golden State Wealth Management, LLC596$52.6K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.590$52K0.01%+21613F-HRTimeline
FIRST HORIZON CORP583$51.4K<0.01%+34313F-HRTimeline
Deseret Mutual Benefit Administrators577$50.9K0.02%013F-HRTimeline
Legacy Bridge, LLC570$50.3K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC560$49.4K<0.01%013F-HRTimeline
Winch Advisory Services, LLC557$49.1K0.01%-1913F-HRTimeline
FINANCIAL CONSULATE, INC551$48.6K0.01%013F-HRTimeline
STILWELL VALUE LLCin group STILWELL VALUE LLC547$48.3K0.03%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC546$48.2K<0.01%013F-HRTimeline
MOTCO535$47.2K<0.01%-4613F-HRTimeline
MassMutual Private Wealth & Trust, FSB532$46.9K<0.01%+6313F-HRTimeline
Dynamic Wealth Strategies, LLC528$46.6K0.03%013F-HRTimeline
CITY HOLDING CO525$46.3K0.01%-11013F-HRTimeline
Parkside Financial Bank & Trust511$45.1K<0.01%+2113F-HRTimeline
True Wealth Design, LLC511$45.1K0.01%+23913F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP511$45.1K<0.01%013F-HRTimelineGroup
Elyxium Wealth, LLC508$44.8K0.01%new13F-HRTimeline
Navigoe, LLC488$43K0.03%013F-HRTimeline
Clean Yield Group484$42.7K0.01%-7513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.478$42.2K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…473$41.8K0.01%13F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC464$41K0.03%013F-HRTimeline
Fortis Group Advisors, LLC458$40.4K0.01%013F-HRTimeline
Paladin Advisory Group, LLC449$39.6K0.03%013F-HRTimeline
SJS Investment Consulting Inc.433$38.2K<0.01%+26613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC431$38K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC424$37.4K0.01%+41313F-HRTimeline
Princeton Global Asset Management LLC424$37.4K0.01%+32213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.423$37.3K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department422$37.2K0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC414$36.5K<0.01%013F-HRTimeline
Fortitude Family Office, LLC405$35.7K0.01%-113F-HRTimeline
GPS Wealth Strategies Group, LLC404$35.6K0.03%-4613F-HRTimeline
Private Wealth Asset Management, LLC403$35.5K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC398$35.1K<0.01%+15913F-HRTimelineGroup
MILLER WEALTH ADVISORS, LLC396$34.9K0.01%013F-HR/ATimeline
MCF Advisors LLC394$34.8K<0.01%013F-HRTimeline
CURIO WEALTH, LLC379$34K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC380$33.5K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP365$32.2K<0.01%013F-HRTimeline
TD Capital Management LLC363$32.1K<0.01%+313F-HRTimeline
Covestor Ltd361$32K0.02%-1613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST349$30.8K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC349$30.8K0.01%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC346$30.5K<0.01%-1013F-HRTimeline
Quest 10 Wealth Builders, Inc.346$30.5K0.03%+26813F-HRTimeline
Bell Investment Advisors, Inc343$30.3K<0.01%+1513F-HRTimeline
AMERIFLEX GROUP, INC.341$30.1K0.02%-99313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC334$29.5K<0.01%+21013F-HRTimelineGroup
AdvisorNet Financial, Inc324$28.6K<0.01%+1013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.321$28.3K<0.01%+513F-HRTimelineGroup
Bogart Wealth, LLC315$27.8K<0.01%+1213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners310$27.3K<0.01%013F-HRTimelineGroup
First Pacific Financial300$26.5K<0.01%+213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA300$26.5K0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC298$26.3K<0.01%-5013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors295$26K<0.01%-4013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…295$26K0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC293$25.8K0.02%13F-HRTimeline
Pflug Koory, LLC285$25.1K0.01%013F-HRTimeline
YANKCOM Partnership282$24.9K0.01%013F-HRTimeline
DV EQUITIES, LLC278$24.5K<0.01%13F-HRTimeline
North Star Investment Management Corp.277$24.4K<0.01%013F-HRTimeline
HOERTKORN RICHARD CHARLES272$24K0.01%013F-HRTimeline
Wilkerson Advisory Group LLC268$23.6K0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…265$23.4K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.264$23.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management261$23K<0.01%+8913F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…261$23K0.01%+18913F-HRTimelineGroup
Salomon & Ludwin, LLC245$22.2K<0.01%-1813F-HRTimeline
Jessup Wealth Management, Inc246$21.7K0.01%new13F-HRTimeline
McIlrath & Eck, LLC243$21.4K<0.01%+17213F-HRTimeline
Financial Perspectives, Inc238$21K0.01%013F-HRTimeline
Grove Bank & Trust236$20.8K<0.01%013F-HRTimeline
Caldwell Trust Co235$20.7K<0.01%013F-HRTimeline
Creative Capital Management Investments…234$20.6K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC235$20K<0.01%013F-HRTimeline
GW&K Investment Management, LLC229$20K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.226$19.9K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK221$19.5K<0.01%013F-HRTimeline
Key Financial Inc219$19.3K<0.01%-3413F-HRTimeline
Reflection Asset Management215$19K0.01%13F-HRTimeline
SRH ADVISORS, LLC211$18.6K0.01%013F-HRTimeline
Activest Wealth Management211$18.6K<0.01%+20113F-HRTimeline
DT Investment Partners, LLC210$18.5K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC208$18.3K0.01%013F-HRTimeline
BLUELINE ADVISORS LLC206$18.2K0.01%13F-HRTimeline
Smallwood Wealth Investment Management,…206$18.2K0.01%new13F-HRTimeline
New England Capital Financial Advisors …200$17.6K0.01%013F-HRTimeline
Kentucky Trust Co200$17.6K0.01%013F-HRTimeline
UNION SAVINGS BANK195$17.2K0.01%13F-HRTimeline
Smithfield Trust Co190$17K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.190$16.8K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL189$16.7K<0.01%013F-HRTimeline
Marquette Asset Management, LLC188$16.6K<0.01%+2013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…182$16.1K<0.01%+2713F-HRTimeline
SBI Securities Co., Ltd.179$15.8K<0.01%-613F-HRTimeline
Team Financial Group, LLC174$15.4K0.01%+113F-HRTimeline
Investors Research Corp173$15.3K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.173$15.3K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC170$15K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC169$14.9K<0.01%013F-HRTimeline
Rossby Financial, LCC163$14.4K<0.01%+3413F-HRTimeline
Asset Dedication, LLC161$14.2K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC161$14.2K0.01%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC158$13.9K0.01%-13013F-HRTimeline
TRUST CO OF VERMONT157$13.8K<0.01%013F-HRTimeline
CoreFirst Bank & Trust150$13.2K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.149$13.1K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC146$12.9K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC138$12.3K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC137$12.2K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.132$11.6K<0.01%013F-HRTimeline
PFS Partners, LLC124$11K0.01%+113F-HRTimeline
Gunpowder Capital Management, LLC dba O…123$10.8K0.01%13F-HRTimeline
Cornerstone Planning Group LLC115$10.8K<0.01%-1313F-HRTimeline
KERR FINANCIAL PLANNING Corp109$10.5K0.01%-1913F-HR/ATimeline
REAP Financial Group, LLC116$10.2K<0.01%+113F-HRTimeline
USA FINANCIAL FORMULAS116$10.2K<0.01%new13F-HRTimeline
Sachetta, LLC115$10.1K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC110$9.7K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC100$9.18K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH103$9.09K<0.01%-1213F-HRTimeline