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 23 institutions that hold shares in the stock, with a total of 6.81 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,558,134
shares
|
$53.1 Million
1.0% of portfolio
|
Q2 2025
Added 19.66%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,430,956
shares
|
$50.4 Million
0.02% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
775,636
shares
|
$16.1 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
|
$12.1 Million
0.02% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
184,094
shares
|
$3.82 Million
0.61% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
58,196
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
47,103
shares
|
$976,916
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
41,241
shares
|
$855,338
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
31,545
shares
|
$654,243
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,456
shares
|
$341,297
0.0% of portfolio
|
Q3 2024
Added 56.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
12,266
shares
|
$254,396
0.0% of portfolio
|
Q2 2025
Reduced 52.1%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,762
shares
|
$243,943
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,217
shares
|
$45,980
0.0% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,706
shares
|
$35,382
0.0% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,000
shares
|
$20,740
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,000
shares
|
$20,740
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
919
shares
|
$19,060
0.0% of portfolio
|
Q1 2025
Reduced 38.49%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
388
shares
|
$8,047
0.0% of portfolio
|
Q1 2025
Reduced 74.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
312
shares
|
$6,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
205
shares
|
$4,251
0.0% of portfolio
|
Q2 2025
Reduced 61.32%
|
|
|
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
|