Caerus Investment Advisors, LLC
Position in PFG — Principal Financial Group Inc
CIK 1862682
WEST LAKE HILLS, TX
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$266,216
+$37,427 QoQ
Shares Held
2,470
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#606
of 941 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $2,032,865 across 7 Asset Management names. PFG ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
3,021 | $525,170 | |
| 2 | 7,707 | $400,378 | |||
| 3 | IVZ |
Invesco Ltd.
|
12,068 | $318,474 | |
| 4 | PFG |
Principal Financial Group Inc
This page
|
2,470 | $266,216 | |
| 5 | OWL |
Blue Owl Capital Inc.
|
27,911 | $244,221 | |
| 6 | STT |
State Street Corp
|
1,318 | $223,532 | |
| 7 | BUR |
Burford Capital Ltd
|
13,384 | $54,874 |
All Filings in PFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,216 | 2,470 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $228,789 | 2,539 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $284,036 | 3,220 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||