Martin Capital Partners, LLC

Position in PFG — Principal Financial Group Inc

CIK 1731216 EUGENE, OR

Position in PFG

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$968,141

+$20,060 QoQ

Shares Held

10,744

-0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 85.93633655994043.ToString("F0")% Shared 0.ToString("F0")% None 14.063663440059567.ToString("F0")%

Financial Services · as of Mar 31, 2026

Martin Capital Partners, LLC holds $6,361,091 across 4 Asset Management names. PFG ranks #2 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	55,104	$4,967,074
2	PFG	Principal Financial Group Inc This page	10,744	$968,141
3	PAI	Western Asset Investment Grade Income Fund Inc.	19,518	$236,167
4	FAX	Abrdn Asia-Pacific Income Fund, Inc.	13,156	$189,709

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$968,141	10,744	-0.0%	Shares	Sole	2026-04-07
2025-12-31	$948,081	10,748	-0.7%	Shares	Sole	2026-01-06
2025-09-30	$897,417	10,824	+5.3%	Shares	Sole	2025-10-06
2025-06-30	$816,381	10,278	+206.0%	Shares	Sole	2025-07-08
2025-03-31	$283,398	3,359	+22.3%	Shares	Sole	2025-04-15
2024-12-31	$212,645	2,747	-64.4%	Shares	Sole	2025-01-27
2024-09-30	$662,718	7,715	-27.8%	Shares	Sole	2024-10-15
2024-06-30	$838,630	10,690	-2.7%	Shares	Sole	2024-07-15
2024-03-31	$947,856	10,982	-1.0%	Shares	Sole	2024-04-05
2023-12-31	$872,292	11,088	+0.2%	Shares	Sole	2024-01-08
2023-09-30	$797,598	11,067	+0.3%	Shares	Sole	2023-10-13
2023-06-30	$836,894	11,035	+1.2%	Shares	Sole	2023-07-17
2023-03-31	$810,459	10,905	+3.3%	Shares	Sole	2023-04-05
2022-12-31	$885,943	10,557	-8.7%	Shares	Sole	2023-01-05
2022-09-30	$833,981	11,559	+12.6%	Shares	Sole	2022-10-06
2022-06-30	$685,866	10,269	+0.9%	Shares	Sole	2022-07-08
2022-03-31	$747,020	10,176	+6.4%	Shares	Sole	2022-04-06
2021-12-31	$691,836	9,565	+1.2%	Shares	Sole	2022-01-07
2021-09-30	$608,773	9,453	+1.1%	Shares	Sole	2021-10-06
2021-06-30	$590,763	9,349	+2.6%	Shares	Sole	2021-07-06
2021-03-31	$546,535	9,115	+20.0%	Shares	Sole	2021-04-14
2020-12-31	$376,738	7,594	+13.0%	Shares	Sole	2021-01-07
2020-09-30	$270,735	6,723	+5.6%	Shares	Sole	2020-10-08
2020-06-30	$264,485	6,367	-1.1%	Shares	Sole	2020-07-07
2020-03-31	$201,704	6,436	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.