Premier Financial Group
Strategy in plain words
auto-generated from filingsPremier Financial Group is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $587.3M US long book across 44 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: DIMENSIONAL INTERNATIONAL HI, DIMENSIONAL US SMALL CAP ETF, DIMENSIONAL US TARGET VALUE, DIM US LARGE CAP VALUE ETF, DIMENSIONAL INTERNATIONAL VA.
Over the last 4 quarters its long book ran on average 0.9pp per quarter ahead of the S&P 500, beating the index in 2 of 4 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
No sector data
Long book by quarter
What does Premier Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
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