Azimuth Capital Investment Management LLC
Position in PFG — Principal Financial Group Inc
CIK 1942364
BLOOMFIELD HILLS, MI
Position in PFG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,805,549
-$3,363,285 QoQ
Shares Held
97,720
-29.2% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Azimuth Capital Investment Management LLC holds $23,695,040 across 4 Asset Management names.
All Filings in PFG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,805,549 | 97,720 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,168,834 | 137,953 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,143,518 | 134,405 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,242,403 | 78,590 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,415,494 | 76,040 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,573,520 | 72,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,945,568 | 69,215 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,056,887 | 64,460 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,248,511 | 60,810 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||