BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Position in PFG — Principal Financial Group Inc

CIK 1121477 CLEVELAND, OH

Position in PFG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$9,281

+$196 QoQ

Shares Held

103

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

BOYD WATTERSON ASSET MANAGEMENT LLC/OH holds $1,281,659 across 11 Asset Management names. PFG ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DNP	Dnp Select Income Fund Inc	74,420	$766,526
2	BLK	BlackRock, Inc.	325	$312,555
3	AMP	Ameriprise Financial Inc	346	$153,762
4	NTRS	Northern Trust Corp	95	$13,259
5	PFG	Principal Financial Group Inc This page	103	$9,281
6	PTY	Pimco Corporate & Income Opportunity Fund	500	$6,030
7	IVZ	Invesco Ltd.	244	$5,926
8	UTG	Reaves Utility Income Fund	100	$3,928

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,281	103	0.0%	Shares	Sole	2026-04-27
2025-12-31	$9,085	103	-10.4%	Shares	Sole	2026-02-04
2025-09-30	$9,534	115	0.0%	Shares	Sole	2025-11-05
2025-06-30	$9,134	115	-54.5%	Shares	Sole	2025-08-01
2025-03-31	$21,345	253	-33.9%	Shares	Sole	2025-05-06
2024-12-31	$29,648	383	0.0%	Shares	Sole	2025-02-03
2024-09-30	$32,899	383	-7.7%	Shares	Sole	2024-10-22
2024-06-30	$32,556	415	0.0%	Shares	Sole	2024-08-14
2024-03-31	$35,818	415	0.0%	Shares	Sole	2024-04-29
2023-12-31	$32,648	415	0.0%	Shares	Sole	2024-02-02
2023-09-30	$29,909	415	0.0%	Shares	Sole	2023-10-23
2023-06-30	$31,473	415	0.0%	Shares	Sole	2023-07-27
2023-03-31	$30,842	415	0.0%	Shares	Sole	2023-04-19
2022-12-31	$34,826	415	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.