PFG — PRINCIPAL FINANCIAL GROUP IN

Ownership history in MQS Management LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which MQS Management 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.

Peak position
0.36% (2025 Q2)
Avg. % of fund
0.26%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,258 -3,013 -36.4% 0.25% $436K $81.40
2025 Q2 ADDED 8,271 +4,835 +140.7% 0.36% $657K $77.23
2024 Q2 REDUCED 3,436 -1,883 -35.4% 0.16% $270K $73.56
2023 Q2 INITIATED 5,319 — — 0.27% $403K $68.67
% 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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