Cambria Investment Management, L.P.
Position in PFG — Principal Financial Group Inc
CIK 1529389
Manhattan Beach, CA
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,546,074
+$275,828 QoQ
Shares Held
88,570
-13.9% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#122
of 941 holders
Holding Since
Jun 2022
17 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, 2026Cambria Investment Management, L.P. holds $70,218,039 across 14 Asset Management names. PFG ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRBG |
Corebridge Financial, Inc.
|
334,676 | $9,581,773 | |
| 2 | PFG |
Principal Financial Group Inc
This page
|
88,570 | $9,546,074 | |
| 3 | BEN |
Franklin Resources Inc
|
283,890 | $9,445,020 | |
| 4 | AMP |
Ameriprise Financial Inc
|
20,356 | $9,338,518 | |
| 5 | STT |
State Street Corp
|
54,681 | $9,273,897 | |
| 6 | NTRS |
Northern Trust Corp
|
53,154 | $9,240,291 | |
| 7 | FHI |
Federated Hermes, Inc.
|
162,173 | $8,955,193 | |
| 8 | BX |
Blackstone Inc.
|
17,892 | $2,105,351 |
All Filings in PFG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,546,074 | 88,570 | Shares | Other | 2026-08-14 | |
| 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. | ||||||