Cambria Investment Management, L.P.
Position in PFG — Principal Financial Group Inc
CIK 1529389
Manhattan Beach, CA
Position in PFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,270,246
+$775,271 QoQ
Shares Held
102,877
+6.8% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Cambria Investment Management, L.P. holds $57,872,182 across 14 Asset Management names. PFG ranks #1 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
102,877 | $9,270,246 | |
| 2 | CRBG |
Corebridge Financial, Inc.
|
380,629 | $9,081,807 | |
| 3 | NTRS |
Northern Trust Corp
|
64,066 | $8,941,691 | |
| 4 | BEN |
Franklin Resources Inc
|
377,610 | $8,919,148 | |
| 5 | AMP |
Ameriprise Financial Inc
|
20,020 | $8,896,888 | |
| 6 | FHI |
Federated Hermes, Inc.
|
156,677 | $8,885,152 | |
| 7 | BX |
Blackstone Inc.
|
12,082 | $1,389,309 | |
| 8 | BLK |
BlackRock, Inc.
|
697 | $670,311 |
All Filings in PFG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,270,246 | 102,877 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,494,975 | 96,304 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $9,251,429 | 111,584 | Shares | Other | 2025-12-01 | |
| 2025-06-30 | $9,471,550 | 119,244 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $11,485,034 | 136,127 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $11,584,948 | 149,657 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $12,358,433 | 143,870 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $11,371,013 | 144,946 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $12,204,061 | 141,398 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $10,777,081 | 136,991 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,549,592 | 118,629 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,294,469 | 109,368 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $9,019,772 | 121,364 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,823,255 | 117,055 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,878,708 | 95,339 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,643,087 | 84,490 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||