PFG — PRINCIPAL FINANCIAL GROUP IN

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in PRINCIPAL FINANCIAL GROUP IN (PFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,734 -69 -3.8% 0.00% $144K $81.40
2025 Q1 ADDED 1,803 +178 +11.0% 0.00% $152K $81.23
2024 Q4 REDUCED 1,625 -697 -30.0% 0.00% $126K $73.85
2024 Q3 REDUCED 2,322 -26 -1.1% 0.00% $199K $81.27
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% of Fund (quarterly)    PFG price (monthly, adj. close)

Other funds also holding PFG

As of 2025 Q4 — sorted by position size

DMKC Advisory Services, LLC 2.82% EDENTREE ASSET MANAGEMENT Ltd 2.57% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 2.43% Kerusso Capital Management LLC 2.07% Econ Financial Services Corp 3Y 7Y 1.99% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 1.74% NORTH STAR ASSET MANAGEMENT INC 3Y 7Y 1.38% CONNING INC. 3Y 7Y 1.09% Sound Income Strategies, LLC 3Y 7Y 1.02% GW HENSSLER & ASSOCIATES LTD 3Y 7Y 0.95%
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