NORTH STAR ASSET MANAGEMENT INC
Position in PFG — Principal Financial Group Inc
CIK 1056559
NEENAH, WI
Position in PFG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$34,426,073
+$134,790 QoQ
Shares Held
382,045
-1.7% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NORTH STAR ASSET MANAGEMENT INC holds $26,868,495 across 7 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMG |
Affiliated Managers Group, Inc.
|
66,968 | $22,661,971 | |
| 2 | BTO |
John Hancock Financial Opportunities Fund
|
67,641 | $2,666,408 | |
| 3 | BLK |
BlackRock, Inc.
|
623 | $599,051 | |
| 4 | BEN |
Franklin Resources Inc
|
11,470 | $381,606 | |
| 5 | IIF |
Morgan Stanley India Investment Fund, Inc.
|
10,286 | $234,726 | |
| 6 | RVT |
Royce Small-Cap Trust, Inc.
|
12,277 | $226,756 | |
| 7 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
10,238 | $97,977 |
All Filings in PFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,426,073 | 382,045 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $34,291,283 | 388,746 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $32,759,481 | 395,121 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $31,924,425 | 401,919 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $33,728,509 | 399,769 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $30,773,957 | 397,545 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $34,065,619 | 396,573 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $31,208,350 | 397,812 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $34,414,558 | 398,732 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $31,211,377 | 396,738 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $28,529,845 | 395,863 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $29,918,424 | 394,494 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $29,092,117 | 391,444 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $33,715,866 | 401,762 | Shares | Sole | 2023-03-06 | |
| 2022-09-30 | $32,123,993 | 445,239 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $29,724,688 | 445,047 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $32,682,351 | 445,203 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $32,762,018 | 452,952 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $29,201,085 | 453,433 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $27,571,312 | 436,324 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $25,572,459 | 426,492 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $20,778,750 | 418,842 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $16,428,307 | 407,954 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $16,334,440 | 393,222 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $11,997,985 | 382,833 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||