Principal Financial Group Inc

ASSETMARK, INC PFG

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/23/2026

Shares

9,902

Value ($000)

873

Weight

0.0%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/23/2026	873	0.0%	9,902	12/31/2025
2025 Q3	11/6/2025	698	0.0%	8,424	9/30/2025
2025 Q2	8/4/2025	638	0.0%	8,037	6/30/2025
2025 Q1	5/6/2025	201	0.0%	2,378	3/31/2025
2024 Q4	2/6/2025	155	0.0%	2,002	12/31/2024
2024 Q3	11/1/2024	172	0.0%	1,997	9/30/2024
2024 Q2	8/13/2024	171	0.0%	2,185	6/30/2024
2024 Q1	5/7/2024	177	0.0%	2,053	3/31/2024
2023 Q4	2/9/2024	95	0.0%	1,206	12/31/2023
2023 Q3	10/27/2023	34,463	0.1%	478,189	9/30/2023
2023 Q2	8/11/2023	33,733	0.1%	444,791	6/30/2023
2023 Q1	5/5/2023	36,814	0.2%	495,350	3/31/2023
2022 Q4	2/10/2023	185	0.0%	2,204	12/31/2022
2022 Q3	11/1/2022	31	0.0%	432	9/30/2022
2022 Q2	8/3/2022	29	0.0%	432	6/30/2022
2022 Q1	5/13/2022	33	0.0%	450	3/31/2022
2021 Q4	2/14/2022	31	0.0%	432	12/31/2021
2021 Q3	11/12/2021	4	0.0%	57	9/30/2021
2021 Q2	8/16/2021	3,739	0.0%	59,172	6/30/2021
2021 Q1	5/14/2021	3	0.0%	57	3/31/2021
2020 Q4	2/10/2021	3	0.0%	57	12/31/2020
2020 Q3	11/13/2020	2	0.0%	57	9/30/2020
2020 Q2	8/11/2020	2	0.0%	58	6/30/2020
2020 Q1	5/12/2020	35	0.0%	1,109	3/31/2020
2019 Q4	2/11/2020	142	0.0%	2,586	12/31/2019