DGS Capital Management, LLC
Position in PFG — Principal Financial Group Inc
CIK 1900110
JERSEY CITY, NJ
Position in PFG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$398,736
+$23,668 QoQ
Shares Held
4,425
+4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026DGS Capital Management, LLC holds $14,757,968 across 15 Asset Management names. PFG ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHI |
Federated Hermes, Inc.
|
72,314 | $4,100,926 | |
| 2 | SEIC |
Sei Investments Co
|
29,030 | $2,277,984 | |
| 3 | STT |
State Street Corp
|
16,611 | $2,102,288 | |
| 4 | AAMI |
Acadian Asset Management Inc.
|
29,489 | $1,604,791 | |
| 5 | APAM |
Artisan Partners Asset Management Inc.
|
39,243 | $1,428,052 | |
| 6 | TROW |
Price T Rowe Group Inc
|
12,011 | $1,082,671 | |
| 7 | IVZ |
Invesco Ltd.
|
17,220 | $418,273 | |
| 8 | PFG |
Principal Financial Group Inc
This page
|
4,425 | $398,736 |
All Filings in PFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $398,736 | 4,425 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $375,068 | 4,252 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||