Ares Financial Consulting, LLC
Position in PFG — Principal Financial Group Inc
CIK 2106717
CALABASAS, CA
Position in PFG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$17,352
+$2,845 QoQ
Shares Held
161
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#837
of 941 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ares Financial Consulting, LLC holds $251,045 across 21 Asset Management names. PFG ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
284 | $48,166 | |
| 2 | BLK |
BlackRock, Inc.
|
42 | $40,385 | |
| 3 | AMP |
Ameriprise Financial Inc
|
66 | $30,278 | |
| 4 | ARES |
Ares Management Corp
|
234 | $26,046 | |
| 5 | BX |
Blackstone Inc.
|
184 | $21,651 | |
| 6 | PFG |
Principal Financial Group Inc
This page
|
161 | $17,352 | |
| 7 | ARCC |
Ares Capital Corp
|
682 | $12,637 | |
| 8 | NTRS |
Northern Trust Corp
|
70 | $12,168 |
All Filings in PFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,352 | 161 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $14,507 | 161 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $14,201 | 161 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||