BAYVIEW ASSET MANAGEMENT, LLC
Position in PFG — Principal Financial Group Inc
CIK 1767366
CORAL GABLES, FL
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,487,256
New position
Shares Held
13,799
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#311
of 941 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in PFG
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$3,233,400
PutShares
30,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026BAYVIEW ASSET MANAGEMENT, LLC holds $1,487,256 across 1 Asset Management name. PFG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
13,799 | $1,487,256 |
All Filings in PFG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,233,400 | 30,000 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $1,487,256 | 13,799 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||