USA FINANCIAL FORMULAS

Position in PFG — Principal Financial Group Inc

CIK 1633716 ADA, MI

Position in PFG

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$6,668

-$3,564 QoQ

Shares Held

-36.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

USA FINANCIAL FORMULAS holds $809,333 across 5 Asset Management names. PFG ranks #3 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	5,007	$633,685
2	AMG	Affiliated Managers Group, Inc.	609	$168,510
3	PFG	Principal Financial Group Inc This page	74	$6,668
4	SEIC	Sei Investments Co	6	$470
5			3,915	$0

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,668	74	-36.2%	Shares	Sole	2026-04-14
2025-12-31	$10,232	116	-49.8%	Shares	Sole	2026-01-14
2025-03-31	$19,489	231	+904.3%	Shares	Sole	2025-04-15
2020-09-30	$926	23	0.0%	Shares	Sole	2020-10-09
2020-06-30	$955	23	-64.1%	Shares	Sole	2020-08-11
2020-03-31	$2,005	64	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.