ASSETMARK, INC

Position in PFG — Principal Financial Group Inc

CIK 1344551 CONCORD, CA

Position in PFG

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$1,822,654

+$949,199 QoQ

Shares Held

20,227

+104.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Financial Services · as of Mar 31, 2026

ASSETMARK, INC holds $128,243,805 across 152 Asset Management names. PFG ranks #8 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	509,391	$45,916,504
2	BLK	BlackRock, Inc.	27,769	$26,705,724
3	CG	Carlyle Group Inc.	465,444	$22,522,835
4	AMG	Affiliated Managers Group, Inc.	27,485	$7,605,099
5	KKR	KKR & Co. Inc.	67,857	$6,276,772
6	BX	Blackstone Inc.	52,853	$6,077,566
7	ARES	Ares Management Corp	36,715	$4,005,606
8	PFG	Principal Financial Group Inc This page	20,227	$1,822,654

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,822,654	20,227	+104.3%	Shares	Sole	2026-05-06
2025-12-31	$873,455	9,902	+17.5%	Shares	Sole	2026-01-23
2025-09-30	$698,433	8,424	+4.8%	Shares	Sole	2025-11-06
2025-06-30	$638,378	8,037	+238.0%	Shares	Sole	2025-08-04
2025-03-31	$200,631	2,378	+18.8%	Shares	Sole	2025-05-06
2024-12-31	$154,974	2,002	+0.3%	Shares	Sole	2025-02-06
2024-09-30	$171,542	1,997	-8.6%	Shares	Sole	2024-11-01
2024-06-30	$171,413	2,185	+6.4%	Shares	Sole	2024-08-13
2024-03-31	$177,194	2,053	+70.2%	Shares	Sole	2024-05-07
2023-12-31	$94,876	1,206	-99.7%	Shares	Sole	2024-02-09
2023-09-30	$34,463,081	478,189	+7.5%	Shares	Sole	2023-10-27
2023-06-30	$33,732,949	444,791	-10.2%	Shares	Defined	2023-08-11
2023-03-31	$36,814,412	495,350	+22375.0%	Shares	Defined	2023-05-05
2022-12-31	$184,959	2,204	+410.2%	Shares	Defined	2023-02-10
2022-09-30	$31,168	432	0.0%	Shares	Sole	2022-11-01
2022-06-30	$28,853	432	-4.0%	Shares	Sole	2022-08-03
2022-03-31	$33,034	450	+4.2%	Shares	Sole	2022-05-13
2021-12-31	$31,246	432	+657.9%	Shares	Sole	2022-02-14
2021-09-30	$3,670	57	-99.9%	Shares	Sole	2021-11-12
2021-06-30	$3,739,078	59,172	+103710.5%	Shares	Sole	2021-08-16
2021-03-31	$3,417	57	0.0%	Shares	Sole	2021-05-14
2020-12-31	$2,827	57	0.0%	Shares	Sole	2021-02-10
2020-09-30	$2,295	57	-1.7%	Shares	Sole	2020-11-13
2020-06-30	$2,409	58	-94.8%	Shares	Sole	2020-08-11
2020-03-31	$34,756	1,109	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.