Prosperity Consulting Group, LLC
Position in PFG — Principal Financial Group Inc
CIK 1910398
OWINGS MILLS, MD
Position in PFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$876,574
+$252,923 QoQ
Shares Held
8,133
+17.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#388
of 941 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Prosperity Consulting Group, LLC holds $16,931,277 across 17 Asset Management names. PFG ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
774,470 | $7,597,550 | |
| 2 | ARES |
Ares Management Corp
|
26,913 | $2,995,686 | |
| 3 | BX |
Blackstone Inc.
|
10,860 | $1,277,896 | |
| 4 | BLK |
BlackRock, Inc.
|
1,205 | $1,158,679 | |
| 5 | PFG |
Principal Financial Group Inc
This page
|
8,133 | $876,574 | |
| 6 | BCAT |
BlackRock Capital Allocation Term Trust
|
24,141 | $384,566 | |
| 7 | ARCC |
Ares Capital Corp
|
17,559 | $325,368 | |
| 8 | STT |
State Street Corp
|
1,688 | $286,284 |
All Filings in PFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,574 | 8,133 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $623,651 | 6,921 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $600,710 | 6,810 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $546,708 | 6,594 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $522,887 | 6,583 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $583,165 | 6,912 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $565,944 | 7,311 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $648,115 | 7,545 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||