N.E.W. Advisory Services LLC
Position in PFG — Principal Financial Group Inc
CIK 1803456
DE PERE, WI
Position in PFG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$50,461
+$1,064 QoQ
Shares Held
560
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026N.E.W. Advisory Services LLC holds $9,008,643 across 37 Asset Management names. PFG ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNP |
Dnp Select Income Fund Inc
|
544,162 | $5,604,868 | |
| 2 | VGM |
Invesco Trust for Investment Grade Municipals
|
229,958 | $2,269,685 | |
| 3 | AMP |
Ameriprise Financial Inc
|
821 | $364,852 | |
| 4 | FTHY |
First Trust High Yield Opportunities 2027 Term Fund
|
8,367 | $113,205 | |
| 5 | FSK |
FS KKR Capital Corp
|
7,997 | $81,409 | |
| 6 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
3,022 | $74,190 | |
| 7 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
6,000 | $62,280 | |
| 8 | PFG |
Principal Financial Group Inc
This page
|
560 | $50,461 |
All Filings in PFG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,461 | 560 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $49,397 | 560 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $46,429 | 560 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $44,480 | 560 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $57,202 | 678 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||