Institutional Ownership Principal Fds Principal Invt G (IG)
This table provides information about the institutional ownership of Principal Fds Principal Invt G (IG). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 7.38 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,997,001
shares
|
$62.8 Million
0.02% of portfolio
|
Q3 2025
Added 23.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,558,134
shares
|
$53.6 Million
1.0% of portfolio
|
Q2 2025
Added 19.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
782,002
shares
|
$16.4 Million
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
584,981
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
184,094
shares
|
$3.85 Million
0.61% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
58,196
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
47,103
shares
|
$986,336
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
41,241
shares
|
$863,586
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
31,545
shares
|
$660,552
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,624
shares
|
$578,446
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
17,491
shares
|
$366,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,456
shares
|
$344,588
0.0% of portfolio
|
Q3 2024
Added 56.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
12,266
shares
|
$256,850
0.0% of portfolio
|
Q2 2025
Reduced 52.1%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,762
shares
|
$246,296
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,870
shares
|
$81,037
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,637
shares
|
$55,218
0.0% of portfolio
|
Q3 2025
Added 18.94%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,523
shares
|
$31,891
0.0% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,300
shares
|
$27,222
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$20,940
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
919
shares
|
$19,243
0.0% of portfolio
|
Q1 2025
Reduced 38.49%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
391
shares
|
$8,187
0.0% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
205
shares
|
$4,292
0.0% of portfolio
|
Q2 2025
Reduced 61.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
8
shares
|
$167
0.0% of portfolio
|
Q3 2025
Reduced 97.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$20
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|