Cetera Investment Advisers
Position in PFG — Principal Financial Group Inc
CIK 1666741
SCHAUMBURG, IL
Position in PFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,620,555
+$3,750,545 QoQ
Shares Held
144,930
+10.0% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#100
of 948 holders
Holding Since
Dec 2020
23 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, 2026Cetera Investment Advisers holds $1,080,993,612 across 353 Asset Management names. PFG ranks #14 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
71,539 | $68,789,040 | |
| 2 | BX |
Blackstone Inc.
|
469,974 | $55,301,840 | |
| 3 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
3,627,961 | $50,174,700 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
1,658,246 | $50,029,281 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
|
3,005,236 | $39,098,120 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
2,178,984 | $36,389,032 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
780,914 | $33,259,127 | |
| 8 | ARCC |
Ares Capital Corp
|
1,404,371 | $26,022,994 |
All Filings in PFG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,620,555 | 144,930 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,870,010 | 131,728 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,679,195 | 109,729 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,807,242 | 82,104 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,929,346 | 62,059 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,194,154 | 61,564 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,342,933 | 56,103 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,840,980 | 56,356 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,494,635 | 57,293 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $4,624,403 | 53,579 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $2,025,909 | 25,752 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,384,652 | 33,088 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,673,739 | 35,255 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,715,355 | 36,536 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,114,271 | 37,110 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,298,266 | 31,854 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,231,921 | 33,417 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,404,030 | 32,748 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,407,576 | 33,286 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,292,768 | 35,602 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,347,255 | 37,146 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,063,223 | 34,410 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,121,770 | 42,769 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||