DEAN INVESTMENT ASSOCIATES, LLC

Position in PFG — Principal Financial Group Inc

CIK 846797 BEAVERCREEK, OH

Back to PFG Full portfolio

Position in PFG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,203,493

+$681,372 QoQ

Shares Held

57,557

-6.1% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#159

of 940 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in PFG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

DEAN INVESTMENT ASSOCIATES, LLC holds $19,866,575 across 5 Asset Management names. PFG ranks #1 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFG	Principal Financial Group Inc This page	57,557	$6,203,493
2	TROW	Price T Rowe Group Inc	40,648	$4,621,271
3	BLK	BlackRock, Inc.	4,573	$4,397,213
4	RJF	Raymond James Financial Inc	28,568	$4,343,193
5	AMP	Ameriprise Financial Inc	657	$301,405

All Filings in PFG

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,203,493	57,557	-6.1%	Shares	Defined	2026-08-14
2026-03-31	$5,522,121	61,282	-6.1%	Shares	Defined	2026-05-15
2025-12-31	$5,754,643	65,238	-4.1%	Shares	Defined	2026-02-17
2025-09-30	$5,640,533	68,032	+31.4%	Shares	Defined	2025-11-14
2025-06-30	$4,113,203	51,784	+1.9%	Shares	Defined	2025-08-12
2025-03-31	$4,289,370	50,840	-9.7%	Shares	Defined	2025-05-13
2024-12-31	$4,356,557	56,279	-2.0%	Shares	Defined	2025-02-13
2024-09-30	$4,932,635	57,423	-3.2%	Shares	Defined	2024-11-15
2024-06-30	$4,651,771	59,296	-4.9%	Shares	Defined	2024-08-13
2024-03-31	$5,383,413	62,373	-1.4%	Shares	Defined	2024-05-14
2023-12-31	$4,978,394	63,282	-2.5%	Shares	Defined	2024-02-09
2023-09-30	$4,679,288	64,927	-0.6%	Shares	Defined	2023-11-13
2023-06-30	$4,956,219	65,351	-0.2%	Shares	Defined	2023-08-07
2023-03-31	$4,867,439	65,493	+13.4%	Shares	Defined	2023-05-15
2022-12-31	$4,846,380	57,750	+19.9%	Shares	Defined	2023-02-13
2022-09-30	$3,476,331	48,182	+2.0%	Shares	Defined	2022-11-09
2022-06-30	$3,155,092	47,239	-0.4%	Shares	Defined	2022-08-18
2022-03-31	$3,480,441	47,411	-1.1%	Shares	Defined	2022-05-11
2021-12-31	$3,465,764	47,916	+0.2%	Shares	Defined	2022-02-10
2021-09-30	$3,079,092	47,812	+1.5%	Shares	Defined	2021-11-12
2021-06-30	$2,976,628	47,106	+0.9%	Shares	Defined	2021-08-11
2021-03-31	$2,799,712	46,693	+0.9%	Shares	Defined	2021-05-04
2020-12-31	$2,295,901	46,279	-4.1%	Shares	Defined	2021-02-12
2020-09-30	$1,942,463	48,236	-1.3%	Shares	Defined	2020-11-06
2020-06-30	$2,029,810	48,864	+4.7%	Shares	Defined	2020-08-14
2020-03-31	$1,462,543	46,667	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.