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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
Rialto Wealth Management, LLC15$1.27K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC14$1.18K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…12$1.01K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…21$1K<0.01%-53213F-HRTimelineGroup
Avion Wealth20$1K<0.01%013F-HRTimeline
Greenline Partners, LLC11$928<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC10$843<0.01%+513F-HRTimeline
Valued Wealth Advisors LLC8$678<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8$675<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC8$675<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC7$590<0.01%new13F-HRTimeline
Hughes Financial Services, LLC6$511<0.01%new13F-HRTimeline
WestEnd Advisors, LLC6$506<0.01%+413F-HRTimeline
Parkworth Wealth Management, Inc.6$506<0.01%013F-HRTimeline
Capital A Wealth Management, LLC6$506<0.01%+313F-HRTimeline
Principia Wealth Advisory, LLC6$464<0.01%+213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$422<0.01%-7613F-HRTimeline
HFM Investment Advisors, LLC5$422<0.01%13F-HRTimeline
Ruedi Wealth Management, Inc.4$337<0.01%013F-HRTimeline
American Capital Advisory, LLC2$169<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2$169<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1$96<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1$84<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,75913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd301$68+3513F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
CURIO WEALTH, LLC1$29.3K-37813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.