SageView Advisory Group, LLC
Position in PFG — Principal Financial Group Inc
CIK 1914558
NEWPORT BEACH, CA
Position in PFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$213,619
+$9,520 QoQ
Shares Held
1,982
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#656
of 927 holders
Holding Since
Mar 2023
13 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, 2026SageView Advisory Group, LLC holds $4,797,044 across 10 Asset Management names. PFG ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,422 | $1,367,338 | |
| 2 | STT |
State Street Corp
|
3,564 | $604,454 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
43,780 | $569,577 | |
| 4 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
68,824 | $569,174 | |
| 5 | BX |
Blackstone Inc.
|
3,938 | $463,384 | |
| 6 | AMP |
Ameriprise Financial Inc
|
981 | $450,043 | |
| 7 | APO |
Apollo Global Management, Inc.
|
1,942 | $229,758 | |
| 8 | PFG |
Principal Financial Group Inc
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|
1,982 | $213,619 |
All Filings in PFG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,619 | 1,982 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $204,099 | 2,265 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $216,290 | 2,452 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $205,368 | 2,477 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $201,593 | 2,538 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $234,126 | 2,775 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $225,727 | 2,916 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $230,813 | 2,687 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $243,351 | 3,102 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $405,465 | 5,154 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $602,072 | 8,354 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $856,840 | 11,298 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $868,875 | 11,691 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||