Skip to content
Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

Follow

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
ATWOOD & PALMER INC100$8.82K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT100$8.82K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…100$8.82K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC100$8.82K0.01%013F-HRTimeline
Graney & King, LLC100$8.82K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC91$8.03K<0.01%new13F-HRTimeline
Westend Capital Management, LLC80$7.06K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC76$6.64K0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton75$6.62K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC75$6.62K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC70$6.17K<0.01%13F-HR/ATimeline
New Millennium Group LLC68$6K<0.01%013F-HRTimeline
SHP Wealth Management66$5.82K<0.01%13F-HRTimeline
IMG Wealth Management, Inc.58$5.12K<0.01%013F-HRTimeline
Westfuller Advisors, LLC58$5.1K<0.01%-113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…57$5.03K<0.01%-1313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…54$4.76K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC54$4.76K<0.01%13F-HR/ATimeline
Davis Capital Management52$4.59K<0.01%+413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp49$4.32K<0.01%-1513F-HRTimelineGroup
POM Investment Strategies, LLC49$4.32K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV53$4K<0.01%013F-HRTimeline
Howard Hughes Medical Institute44$3.88K<0.01%013F-HRTimeline
Archer Investment Corp44$3.88K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC41$3.62K<0.01%013F-HRTimeline
Abound Wealth Management41$3.62K<0.01%013F-HRTimeline
HM PAYSON & CO39$3.44K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.38$3.35K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.36$3.18K<0.01%+113F-HRTimeline
Prestige Wealth Management Group LLC34$3K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC34$3K0.06%-113F-HRTimeline
Corsicana & Co.32$2.82K<0.01%013F-HRTimeline
Kilter Group LLC30$2.65K<0.01%-813F-HRTimeline
Triumph Capital Management27$2.38K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC26$2.29K<0.01%+813F-HRTimeline
Bay Harbor Wealth Management, LLC26$2.29K<0.01%+913F-HRTimeline
LRI Investments, LLC26$2.29K<0.01%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC25$2.21K<0.01%-85813F-HRTimelineGroup
Clayton Financial Group LLC23$2.03K<0.01%new13F-HRTimeline
Avion Wealth24$2K<0.01%013F-HRTimeline
Dunhill Financial, LLC21$1.89K<0.01%+213F-HRTimeline
Hughes Financial Services, LLC21$1.85K<0.01%013F-HRTimeline
NVWM, LLC20$1.76K<0.01%+513F-HRTimeline
Turning Point Benefit Group, Inc.20$1.76K<0.01%+1613F-HRTimeline
Nova Wealth Management, Inc.18$1.59K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC15$1.32K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …15$1.32K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC15$1.32K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC14$1.24K<0.01%013F-HRTimeline
Clark Wealth Partners13$1.15K<0.01%013F-HRTimeline
1015 Capital Partners, LLC12$1.06K<0.01%13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…15$1K<0.01%013F-HRTimelineGroup
HFM Investment Advisors, LLC11$971<0.01%013F-HRTimeline
Aspect Partners, LLC11$970<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI9$794<0.01%new13F-HRTimeline
American Capital Advisory, LLC9$794<0.01%+313F-HRTimeline
Investors Portfolio Services LLC8$744<0.01%13F-HRTimeline
Valued Wealth Advisors LLC8$716<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8$706<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC8$706<0.01%013F-HRTimeline
United Community Bankin group United Community Bank8$706<0.01%-28213F-HRTimelineGroup
Lloyd Advisory Services, LLC.7$589<0.01%new13F-HRTimeline
Addison Advisors LLC6$530<0.01%013F-HRTimeline
WestEnd Advisors, LLC6$529<0.01%+213F-HRTimeline
Signature Equity Partners, LLC6$529<0.01%13F-HRTimeline
Quaker Wealth Management, LLC5$442<0.01%+113F-HRTimeline
Seneschal Advisors, LLC5$442<0.01%013F-HRTimeline
NorthAvenue LLC5$442<0.01%13F-HRTimeline
Atlantic Private Wealth, LLC5$441<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5$441<0.01%013F-HRTimeline
Wealth Watch Advisors, INC5$441<0.01%013F-HRTimeline
Aventura Private Wealth, LLC5$441<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC2$177<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1$103<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,187$328-37913F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.