HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
Position in PFG — Principal Financial Group Inc
CIK 1380137
PITTSBURGH, PA
Position in PFG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$230,110
+$26,694 QoQ
Shares Held
2,135
-11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#645
of 948 holders
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC holds $11,635,026 across 5 Asset Management names. PFG ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
82,028 | $9,325,763 | |
| 2 | STT |
State Street Corp
|
7,572 | $1,284,211 | |
| 3 | TBLD |
Thornburg Income Builder Opportunities Trust
|
26,550 | $585,958 | |
| 4 | PFG |
Principal Financial Group Inc
This page
|
2,135 | $230,110 | |
| 5 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
7,550 | $208,984 |
All Filings in PFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,110 | 2,135 | Shares | Sole | 2026-07-23 | |
| 2025-03-31 | $203,416 | 2,411 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $207,104 | 2,411 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $208,093 | 2,411 | Shares | Sole | 2024-05-01 | |
| 2022-12-31 | $202,331 | 2,411 | Shares | Sole | 2023-02-01 | |
| 2022-06-30 | $227,820 | 3,411 | Shares | Sole | 2022-08-10 | |
| 2021-03-31 | $205,962 | 3,435 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||