Principal Financial Group Inc

AE Wealth Management LLC PFG

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/26/2026

Shares

178,641

Value ($000)

15,758

Weight

0.1%

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	1/26/2026	15,758	0.1%	178,641	12/31/2025
2025 Q3	11/3/2025	14,152	0.1%	170,695	9/30/2025
2025 Q2	8/6/2025	12,462	0.1%	156,900	6/30/2025
2025 Q1	5/6/2025	11,580	0.1%	137,256	3/31/2025
2024 Q4	2/13/2025	9,566	0.1%	123,573	12/31/2024
2024 Q3	11/14/2024	9,796	0.1%	114,033	9/30/2024
2024 Q2	8/12/2024	9,241	0.1%	117,791	6/30/2024
2024 Q1	5/15/2024	13,038	0.1%	151,062	3/31/2024
2023 Q4	2/14/2024	15,002	0.1%	186,333	12/31/2023
2023 Q3	10/11/2023	15,140	0.1%	210,079	9/30/2023
2023 Q2	7/10/2023	17,392	0.1%	229,324	6/30/2023
2023 Q1	4/14/2023	17,773	0.1%	239,138	3/31/2023
2022 Q4	1/31/2023	18,740	0.1%	223,308	12/31/2022
2022 Q3	10/25/2022	11,014	0.1%	152,649	9/30/2022
2022 Q2	8/3/2022	12,279	0.1%	183,841	6/30/2022
2022 Q1	4/18/2022	8,676	0.1%	118,186	3/31/2022
2021 Q4	1/20/2022	7,244	0.1%	100,153	12/31/2021
2021 Q3	11/1/2021	6,005	0.0%	93,240	9/30/2021
2021 Q2	7/21/2021	4,911	0.0%	77,720	6/30/2021
2021 Q1	4/27/2021	2,662	0.0%	44,402	3/31/2021
2020 Q4	2/1/2021	1,926	0.0%	38,828	12/31/2020
2020 Q3	11/6/2020	1,351	0.0%	33,555	9/30/2020
2020 Q2	8/5/2020	1,393	0.0%	33,545	6/30/2020
2020 Q1	5/7/2020	611	0.0%	19,489	3/31/2020
2019 Q4	1/15/2020	661	0.0%	12,014	12/31/2019