Plante Moran Financial Advisors, LLC
Position in PFG — Principal Financial Group Inc
CIK 1424717
SOUTHFIELD, MI
Position in PFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$58,955
+$9,755 QoQ
Shares Held
547
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#745
of 941 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $633,547 across 35 Asset Management names. PFG ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
826 | $97,195 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
9,218 | $90,428 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
2,478 | $74,761 | |
| 4 | BLK |
BlackRock, Inc.
|
67 | $64,424 | |
| 5 | PFG |
Principal Financial Group Inc
This page
|
547 | $58,955 | |
| 6 | VCTR |
Victory Capital Holdings, Inc.
|
640 | $53,798 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
2,839 | $41,279 | |
| 8 | ARES |
Ares Management Corp
|
255 | $28,384 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,955 | 547 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $49,200 | 546 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $48,162 | 546 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $45,268 | 546 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $51,947 | 654 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $46,066 | 546 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $42,652 | 551 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $47,330 | 551 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $50,678 | 646 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $47,125 | 546 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $42,953 | 546 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $44,899 | 623 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $52,632 | 694 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $59,084 | 795 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $66,716 | 795 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $42,929 | 595 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $32,326 | 484 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $35,530 | 484 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $24,302 | 336 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $21,638 | 336 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $21,231 | 336 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $20,146 | 336 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $125,265 | 2,525 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $39,343 | 977 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $40,584 | 977 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $30,619 | 977 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||