Position in PFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,094,290
+$207,969 QoQ
Shares Held
10,153
+3.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#351
of 941 holders
Holding Since
Jun 2020
14 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, 2026Mount Lucas Management LP holds $3,884,214 across 2 Asset Management names. PFG ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
105,719 | $2,789,924 | |
| 2 | PFG |
Principal Financial Group Inc
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|
10,153 | $1,094,290 |
All Filings in PFG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,094,290 | 10,153 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $886,321 | 9,836 | Shares | Sole | 2026-05-05 | |
| 2023-09-30 | $1,867,766 | 25,916 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,032,132 | 26,795 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,381,064 | 32,038 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,548,650 | 30,370 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,401,656 | 47,147 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,187,018 | 47,717 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,710,141 | 50,540 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,083,751 | 56,460 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $11,101,713 | 185,152 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,237,145 | 166,038 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,590,386 | 163,655 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,215,954 | 173,711 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||