Palisade Asset Management, LLC
Position in PFG — Principal Financial Group Inc
CIK 1434323
MINNEAPOLIS, MN
Position in PFG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$607,555
+$99,605 QoQ
Shares Held
5,637
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#451
of 941 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Palisade Asset Management, LLC holds $15,683,715 across 5 Asset Management names. PFG ranks #5 (3.9% of the industry book) .
All Filings in PFG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,555 | 5,637 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $507,950 | 5,637 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $495,387 | 5,616 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $465,622 | 5,616 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $485,793 | 6,116 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $604,257 | 7,162 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $554,410 | 7,162 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $596,661 | 6,946 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $533,460 | 6,800 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $586,908 | 6,800 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $534,956 | 6,800 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $490,076 | 6,800 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $523,296 | 6,900 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $512,808 | 6,900 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $594,153 | 7,080 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $508,657 | 7,050 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $484,227 | 7,250 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $532,222 | 7,250 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $307,402 | 4,250 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $466,900 | 7,250 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $458,127 | 7,250 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $434,710 | 7,250 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $359,672 | 7,250 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $291,957 | 7,250 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $344,782 | 8,300 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,993,687 | 127,431 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||