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 21 institutions that hold shares in the stock, with a total of 6.04 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,137,920
shares
|
$44 Million
0.97% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,092,248
shares
|
$43 Million
0.01% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
775,636
shares
|
$15.9 Million
0.01% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
584,981
shares
|
$12 Million
0.02% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
173,087
shares
|
$3.56 Million
0.6% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
57,374
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
47,103
shares
|
$968,437
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
41,146
shares
|
$845,961
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
40,062
shares
|
$823,674
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
31,541
shares
|
$648,482
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
25,607
shares
|
$526,479
0.0% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,456
shares
|
$338,335
0.0% of portfolio
|
Q3 2024
Added 56.72%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,762
shares
|
$241,826
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,260
shares
|
$46,465
0.0% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,519
shares
|
$31,230
0.0% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
919
shares
|
$18,894
0.0% of portfolio
|
Q1 2025
Reduced 38.49%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
530
shares
|
$10,896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
388
shares
|
$7,977
0.0% of portfolio
|
Q1 2025
Reduced 74.22%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
235
shares
|
$4,831
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$20
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|