Principal Financial Group Inc

UNITED CAPITAL FINANCIAL ADVISORS, LLC PFG

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/17/2026

Shares

7,544

Value ($000)

665

Weight

0.0%

2019 Q3 - 2025 Q4 (26 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	2/17/2026	665	0.0%	7,544	12/31/2025
2025 Q3	11/14/2025	514	0.0%	6,200	9/30/2025
2025 Q2	8/11/2025	502	0.0%	6,321	6/30/2025
2025 Q1	5/13/2025	568	0.0%	6,737	3/31/2025
2024 Q4	2/13/2025	439	0.0%	5,670	12/31/2024
2024 Q3	11/12/2024	512	0.0%	5,960	9/30/2024
2024 Q2	8/14/2024	575	0.0%	7,329	6/30/2024
2024 Q1	5/15/2024	657	0.0%	7,613	3/31/2024
2023 Q4	2/14/2024	675	0.0%	8,585	12/31/2023
2023 Q3	11/14/2023	362	0.0%	5,018	9/30/2023
2023 Q2	8/14/2023	410	0.0%	5,411	6/30/2023
2023 Q1	8/15/2023	408	0.0%	5,488	3/31/2023
2022 Q4	2/15/2023	665	0.0%	7,923	12/31/2022
2022 Q3	11/14/2022	582	0.0%	8,065	9/30/2022
2022 Q2	8/11/2022	680	0.0%	10,179	6/30/2022
2022 Q1	5/16/2022	855	0.0%	11,652	3/31/2022
2021 Q4	2/14/2022	1,055	0.0%	14,591	12/31/2021
2021 Q3	11/15/2021	1,027	0.0%	15,946	9/30/2021
2021 Q2	8/13/2021	1,372	0.0%	21,715	6/30/2021
2021 Q1	5/14/2021	1,365	0.0%	22,760	3/31/2021
2020 Q4	2/17/2021	1,255	0.0%	25,305	12/31/2020
2020 Q3	11/13/2020	1,064	0.0%	26,430	9/30/2020
2020 Q2	8/13/2020	1,189	0.0%	28,613	6/30/2020
2020 Q1	8/11/2020	692	0.0%	22,079	3/31/2020
2019 Q4	2/14/2020	1,127	0.0%	20,500	12/31/2019
2019 Q3	2/14/2020	1,083	0.0%	18,951	9/30/2019