Prime Capital Investment Advisors, LLC
Position in PFG — Principal Financial Group Inc
CIK 1731446
OVERLAND PARK, KS
Position in PFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$679,876
+$144,353 QoQ
Shares Held
6,308
+6.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#428
of 941 holders
Holding Since
Dec 2022
15 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, 2026Prime Capital Investment Advisors, LLC holds $24,077,204 across 31 Asset Management names. PFG ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,043 | $3,887,587 | |
| 2 | APO |
Apollo Global Management, Inc.
|
29,694 | $3,513,097 | |
| 3 | BX |
Blackstone Inc.
|
24,094 | $2,835,140 | |
| 4 | OBDC |
Blue Owl Capital Corp
|
219,236 | $2,383,095 | |
| 5 | FSCO |
FS Credit Opportunities Corp.
|
366,595 | $1,829,309 | |
| 6 | GOF |
Guggenheim Strategic Opportunities Fund
|
66,842 | $729,914 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
6,308 | $679,876 | |
| 8 | FSK |
FS KKR Capital Corp
|
63,726 | $669,123 |
All Filings in PFG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,876 | 6,308 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $535,523 | 5,943 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $522,114 | 5,919 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $500,859 | 6,041 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $492,466 | 6,200 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $679,094 | 8,049 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $494,495 | 6,388 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $546,152 | 6,358 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $487,645 | 6,216 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $589,669 | 6,832 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $477,448 | 6,069 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $397,970 | 5,522 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $452,916 | 5,972 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $217,386 | 2,925 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $393,920 | 4,694 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||