Position in PFG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,611,879
+$609,388 QoQ
Shares Held
40,083
+17.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Ethic Inc. holds $62,568,958 across 21 Asset Management names. PFG ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
10,245 | $9,852,718 | |
| 2 | STT |
State Street Corp
|
72,073 | $9,121,558 | |
| 3 | NTRS |
Northern Trust Corp
|
56,282 | $7,855,278 | |
| 4 | AMP |
Ameriprise Financial Inc
|
16,436 | $7,304,158 | |
| 5 | BX |
Blackstone Inc.
|
63,414 | $7,291,975 | |
| 6 | APO |
Apollo Global Management, Inc.
|
42,785 | $4,767,104 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
40,083 | $3,611,879 | |
| 8 | RJF |
Raymond James Financial Inc
|
20,481 | $2,965,443 |
All Filings in PFG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,611,879 | 40,083 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,002,491 | 34,038 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,536,216 | 30,590 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,746,768 | 34,581 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,619,941 | 31,053 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,938,870 | 37,965 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,063,585 | 47,306 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,441,287 | 43,866 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,082,980 | 47,306 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,667,123 | 46,614 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,160,773 | 43,857 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,086,081 | 40,692 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,790,716 | 37,550 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,163,616 | 37,698 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,142,422 | 29,694 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,330,570 | 34,894 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,325,702 | 31,681 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,032,328 | 28,098 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,265,266 | 19,647 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,073,282 | 16,985 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $730,492 | 12,183 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $294,385 | 5,934 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||