Position in PFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$784,587
+$162,707 QoQ
Shares Held
8,707
+23.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026Hilltop Holdings Inc. holds $10,608,534 across 22 Asset Management names. PFG ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
11,802 | $1,357,111 | |
| 2 | CG |
Carlyle Group Inc.
|
25,870 | $1,251,849 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
24,862 | $913,678 | |
| 4 | PFG |
Principal Financial Group Inc
This page
|
8,707 | $784,587 | |
| 5 | ARES |
Ares Management Corp
|
6,329 | $690,493 | |
| 6 | NUV |
Nuveen Municipal Value Fund Inc
|
70,598 | $634,676 | |
| 7 | BSL |
Blackstone Senior Floating Rate 2027 Term Fund
|
47,218 | $611,473 | |
| 8 | BST |
BlackRock Science & Technology Trust
|
14,999 | $545,213 |
All Filings in PFG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $784,587 | 8,707 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $621,880 | 7,050 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $581,862 | 7,018 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $538,853 | 6,784 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $559,119 | 6,627 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $474,987 | 6,136 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $526,223 | 6,126 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $479,957 | 6,118 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $527,181 | 6,108 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $479,887 | 6,100 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $435,951 | 6,049 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $456,329 | 6,017 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $408,908 | 5,502 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $459,210 | 5,472 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $434,848 | 6,027 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $391,656 | 5,864 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $410,949 | 5,598 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $392,462 | 5,426 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $286,193 | 4,444 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||