Skip to main content
Equibles

Clean Yield Group

Position in PFG — Principal Financial Group Inc

CIK 1525865 NORWICH, VT
Back to PFG Full portfolio

Position in PFG

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$52,165
+$8,552 QoQ
Shares Held
484
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#759
of 948 holders
Holding Since
Jun 2020
24 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

Clean Yield Group holds $12,187,116 across 11 Asset Management names. PFG ranks #6 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HASI
HA Sustainable Infrastructure Capital, Inc.
 167,397 $6,536,852
2 STT
State Street Corp
 30,276 $5,134,809
3 NEA
Nuveen AMT-Free Quality Municipal Income Fund
 10,971 $128,799
4 NXP
Nuveen Select Tax Free Income Portfolio
 6,653 $95,204
5 NUW
Nuveen AMT-Free Municipal Value Fund
 6,428 $92,434
6 PFG
Principal Financial Group Inc
This page 		484 $52,165
7 EXG
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
 5,231 $51,316
8 TROW
Price T Rowe Group Inc
 351 $39,905

All Filings in PFG

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $52,165 484
2026-03-31 $43,613 484
2025-12-31 $42,693 484
2025-09-30 $46,346 559
2025-06-30 $44,401 559
2025-03-31 $47,162 559
2024-12-31 $43,272 559
2024-09-30 $48,018 559
2024-06-30 $43,853 559
2024-03-31 $48,247 559
2023-12-31 $51,843 659
2023-09-30 $47,494 659
2023-06-30 $49,978 659
2023-03-31 $48,976 659
2022-12-31 $55,303 659
2022-09-30 $47,546 659
2022-06-30 $44,014 659
2022-03-31 $48,377 659
2021-12-31 $47,665 659
2021-09-30 $42,439 659
2021-06-30 $41,642 659
2020-12-31 $32,692 659
2020-09-30 $26,537 659
2020-06-30 $5,566 134