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Equibles

ATLAS CAPITAL ADVISORS INC.

Position in PFG — Principal Financial Group Inc

CIK 1434165 JACKSON, WY
Back to PFG Full portfolio

Position in PFG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,323,322
+$586,133 QoQ
Shares Held
12,278
+50.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#329
of 948 holders
Holding Since
Dec 2020
22 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 Jun 30, 2026

ATLAS CAPITAL ADVISORS INC. holds $4,128,058 across 16 Asset Management names. PFG ranks #1 (32.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PFG
Principal Financial Group Inc
This page 		12,278 $1,323,322
2 STT
State Street Corp
 5,578 $946,028
3 NTRS
Northern Trust Corp
 2,822 $490,576
4 KKR
KKR & Co. Inc.
 2,759 $253,221
5 BLK
BlackRock, Inc.
 237 $227,889
6 IVZ
Invesco Ltd.
 7,562 $199,561
7 BN
BROOKFIELD Corp /ON/
 4,565 $194,423
8 BX
Blackstone Inc.
 1,631 $191,919

All Filings in PFG

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,323,322 12,278
2026-03-31 $737,189 8,181
2025-12-31 $145,546 1,650
2025-06-30 $16,521 208
2025-03-31 $153,384 1,818
2024-12-31 $140,731 1,818
2024-09-30 $156,166 1,818
2024-06-30 $147,956 1,886
2024-03-31 $162,780 1,886
2023-12-31 $148,371 1,886
2023-09-30 $178,733 2,480
2023-06-30 $192,254 2,535
2023-03-31 $217,534 2,927
2022-12-31 $261,830 3,120
2022-09-30 $225,108 3,120
2022-06-30 $13,892 208
2022-03-31 $15,269 208
2021-12-31 $15,044 208
2021-09-30 $13,395 208
2021-06-30 $13,143 208
2021-03-31 $12,471 208
2020-12-31 $10,318 208