Position in PFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$104,849,891
+$52,464,714 QoQ
Shares Held
972,814
+67.3% QoQ
Ownership
0.450%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#26
of 941 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FEDERATED HERMES, INC. holds $1,109,049,859 across 27 Asset Management names. PFG ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
1,013,123 | $464,780,305 | |
| 2 | STT |
State Street Corp
|
1,305,323 | $221,382,779 | |
| 3 | NTRS |
Northern Trust Corp
|
702,511 | $122,124,511 | |
| 4 | PFG |
Principal Financial Group Inc
This page
|
972,814 | $104,849,891 | |
| 5 | BLK |
BlackRock, Inc.
|
70,106 | $67,411,123 | |
| 6 | AAMI |
Acadian Asset Management Inc.
|
574,597 | $41,095,177 | |
| 7 | ARES |
Ares Management Corp
|
243,637 | $27,119,233 | |
| 8 | APAM |
Artisan Partners Asset Management Inc.
|
773,679 | $26,715,135 |
All Filings in PFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,849,891 | 972,814 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $52,385,177 | 581,347 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,596,248 | 18,096 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,893,829 | 22,842 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,808,382 | 22,767 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,016,949 | 23,906 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,548,586 | 20,005 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,676,510 | 19,517 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,524,282 | 19,430 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $1,558,757 | 18,060 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,216,631 | 15,465 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $1,474,263 | 20,456 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,324,924 | 17,470 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $358,519 | 4,824 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $1,041,446 | 12,410 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $600,287 | 8,320 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $108,646 | 1,480 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $111,171 | 1,537 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $101,043 | 1,569 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $103,126 | 1,632 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $103,310 | 1,723 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $286,150 | 5,768 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $292,600 | 7,266 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $149,044 | 3,588 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $99,659 | 3,180 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||