Goelzer Investment Management, Inc.
Position in PFG — Principal Financial Group Inc
CIK 1550057
CARMEL, IN
Position in PFG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,113,825
+$1,582,309 QoQ
Shares Held
112,394
-3.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#106
of 941 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Goelzer Investment Management, Inc. holds $19,354,236 across 6 Asset Management names. PFG ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
112,394 | $12,113,825 | |
| 2 | BLK |
BlackRock, Inc.
|
3,474 | $3,340,459 | |
| 3 | AMP |
Ameriprise Financial Inc
|
5,149 | $2,362,155 | |
| 4 | TROW |
Price T Rowe Group Inc
|
6,500 | $738,985 | |
| 5 | NUW |
Nuveen AMT-Free Municipal Value Fund
|
35,805 | $514,875 | |
| 6 | BX |
Blackstone Inc.
|
2,413 | $283,937 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,113,825 | 112,394 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,531,516 | 116,874 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $10,284,227 | 116,588 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,633,644 | 116,194 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $9,446,689 | 118,931 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $10,142,539 | 120,215 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,439,839 | 121,946 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $10,708,723 | 124,665 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $9,865,165 | 125,751 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,960,075 | 126,985 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,990,067 | 126,987 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $9,295,516 | 128,979 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,984,032 | 131,646 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $8,929,102 | 120,144 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $10,034,817 | 119,576 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $8,503,021 | 117,852 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,724,664 | 115,656 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,651,662 | 117,854 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $11,575,548 | 160,038 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,450,381 | 162,273 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $10,539,080 | 166,784 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,814,372 | 163,682 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $8,450,120 | 170,331 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,013,745 | 174,168 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $7,338,331 | 176,657 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,500,075 | 175,497 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||