Acropolis Investment Management, LLC

Position in PFG — Principal Financial Group Inc

CIK 1318601 ST. LOUIS, MO

Position in PFG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$251,989

+$41,493 QoQ

Shares Held

2,338

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#621

of 941 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Acropolis Investment Management, LLC holds $953,783 across 5 Asset Management names. PFG ranks #2 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	672	$308,286
2	PFG	Principal Financial Group Inc This page	2,338	$251,989
3	BX	Blackstone Inc.	1,537	$180,858
4	BLK	BlackRock, Inc.	142	$136,541
5	GGN	GAMCO Global Gold, Natural Resources & Income Trust	15,725	$76,109

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,989	2,338	+0.1%	Shares	Sole	2026-07-16
2026-03-31	$210,496	2,336	-1.8%	Shares	Sole	2026-04-09
2025-12-31	$209,763	2,378	+6.4%	Shares	Sole	2026-01-14
2025-03-31	$188,566	2,235	0.0%	Shares	Sole	2025-04-17
2024-12-31	$173,011	2,235	-12.4%	Shares	Sole	2025-01-14
2024-09-30	$219,216	2,552	-7.3%	Shares	Sole	2024-11-14
2024-06-30	$215,972	2,753	-4.1%	Shares	Sole	2024-07-16
2024-03-31	$247,796	2,871	-6.3%	Shares	Sole	2024-04-17
2023-12-31	$241,044	3,064	-38.0%	Shares	Sole	2024-01-16
2023-09-30	$355,953	4,939	-27.5%	Shares	Sole	2023-10-11
2023-06-30	$516,394	6,809	-15.1%	Shares	Sole	2023-07-13
2023-03-31	$596,269	8,023	-18.6%	Shares	Sole	2023-04-11
2022-12-31	$827,451	9,860	-35.5%	Shares	Sole	2023-01-11
2022-09-30	$1,102,163	15,276	+2.3%	Shares	Sole	2022-10-12
2022-06-30	$997,575	14,936	+6.8%	Shares	Sole	2022-07-15
2022-03-31	$1,026,859	13,988	+12.1%	Shares	Sole	2022-04-08
2021-12-31	$902,823	12,482	+16.5%	Shares	Sole	2022-01-14
2021-09-30	$689,981	10,714	+8.6%	Shares	Sole	2021-10-12
2021-06-30	$623,558	9,868	+17.9%	Shares	Sole	2021-07-16
2021-03-31	$501,685	8,367	+161.6%	Shares	Sole	2021-04-12
2020-12-31	$158,652	3,198	—	Shares	Sole	2021-01-13
No filing history on record for this holder in this stock.