ROSS\JOHNSON & Associates LLC
Position in PFG — Principal Financial Group Inc
CIK 2056532
PLYMOUTH, MN
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,664
+$601 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#903
of 941 holders
Holding Since
Dec 2024
7 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, 2026ROSS\JOHNSON & Associates LLC holds $5,029 across 7 Asset Management names. PFG ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
34 | $3,664 | |
| 2 | STT |
State Street Corp
|
4 | $678 | |
| 3 | EQH |
Equitable Holdings, Inc.
|
7 | $307 | |
| 4 | BX |
Blackstone Inc.
|
2 | $235 | |
| 5 | CRBG |
Corebridge Financial, Inc.
|
2 | $57 | |
| 6 | FHI |
Federated Hermes, Inc.
|
1 | $55 | |
| 7 | BEN |
Franklin Resources Inc
|
1 | $33 |
All Filings in PFG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,664 | 34 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,063 | 34 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,999 | 34 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,901 | 35 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,780 | 35 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,952 | 35 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,709 | 35 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||