Transamerica Financial Advisors, LLC
Position in PFG — Principal Financial Group Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in PFG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,127,702
+$126,671 QoQ
Shares Held
10,463
-5.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#344
of 940 holders
Holding Since
Jun 2020
18 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, 2026Transamerica Financial Advisors, LLC holds $3,041,506 across 31 Asset Management names. PFG ranks #2 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,271 | $1,222,142 | |
| 2 | PFG |
Principal Financial Group Inc
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|
10,463 | $1,127,702 | |
| 3 | AAMI |
Acadian Asset Management Inc.
|
2,357 | $168,572 | |
| 4 | STT |
State Street Corp
|
745 | $126,352 | |
| 5 | APO |
Apollo Global Management, Inc.
|
762 | $90,152 | |
| 6 | NTRS |
Northern Trust Corp
|
369 | $64,146 | |
| 7 | AMP |
Ameriprise Financial Inc
|
103 | $47,252 | |
| 8 | KKR |
KKR & Co. Inc.
|
508 | $46,624 |
All Filings in PFG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,127,702 | 10,463 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,001,031 | 11,109 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $973,397 | 11,035 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $949,734 | 11,455 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $928,854 | 11,694 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $986,707 | 11,695 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $257,775 | 3,330 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $299,791 | 3,490 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $256,923 | 3,275 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $282,665 | 3,275 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $52,708 | 670 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,396 | 172 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $72 | 1 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $66 | 1 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $189,048 | 4,551 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||