Smartleaf Asset Management LLC
Position in PFG — Principal Financial Group Inc
CIK 2010393
BOSTON, MA
Position in PFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$562,827
+$264,325 QoQ
Shares Held
6,246
+84.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Smartleaf Asset Management LLC holds $11,842,065 across 80 Asset Management names. PFG ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,944 | $2,831,274 | |
| 2 | AMP |
Ameriprise Financial Inc
|
3,512 | $1,560,732 | |
| 3 | NUW |
Nuveen AMT-Free Municipal Value Fund
|
82,366 | $1,180,304 | |
| 4 | BX |
Blackstone Inc.
|
10,164 | $1,168,758 | |
| 5 | MAIN |
Main Street Capital CORP
|
13,361 | $707,598 | |
| 6 | PFG |
Principal Financial Group Inc
This page
|
6,246 | $562,827 | |
| 7 | STT |
State Street Corp
|
3,632 | $459,665 | |
| 8 | RJF |
Raymond James Financial Inc
|
2,845 | $411,927 |
All Filings in PFG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $562,827 | 6,246 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $298,502 | 3,384 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $237,702 | 2,867 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $135,507 | 1,706 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $205,862 | 2,440 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $170,302 | 2,200 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $156,767 | 1,825 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $84,255 | 1,074 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $72,068 | 835 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $13,216 | 168 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||