Latest Institutional Transactions on Principal Financial Group Inc (PFG)
This table provides information on the latest institutional transactions involving Principal Financial Group Inc (PFG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.58K+ 213.06% |
$350K - $408K
|
6.73K
$525K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-100- 5.57% |
$7.63K - $8.9K
|
1.7K
$132K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-47.8K- 72.33% |
$3.65M - $4.25M
|
18.3K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-6.91K- 18.21% |
$528K - $615K
|
31.1K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
64.5K+ 167.7% |
$4.93M - $5.75M
|
103K
$8.02M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-43.7K- 22.56% |
$3.34M - $3.89M
|
150K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
14.3K+ 0.26% |
$1.09M - $1.27M
|
5.48M
$427M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35+ 0.44% |
$2.67K - $3.12K
|
8.03K
$625K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.63K- 2.64% |
$124K - $145K
|
60.1K
$4.68M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.1K+ 9.49% |
$848K - $989K
|
128K
$9.98M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-5.44K- 9.66% |
$415K - $484K
|
50.8K
$3.96M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
6.94KNew |
$530K - $618K
|
6.94K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-869- 6.44% |
$66.3K - $77.4K
|
12.6K
$983K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-196- 1.8% |
$15K - $17.5K
|
10.7K
$832K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32- 0.37% |
$2.44K - $2.85K
|
8.67K
$676K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-256- 0.67% |
$19.5K - $22.8K
|
38K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-136K- 91.63% |
$10.4M - $12.1M
|
12.4K
$967K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-4.05K- 1.09% |
$309K - $361K
|
367K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 18.82% |
$81.5K - $95K
|
6.74K
$525K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
292+ 2.94% |
$22.3K - $26K
|
10.2K
$795K
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-161- 4.45% |
$12.3K - $14.3K
|
3.46K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.07MNew |
$158M - $184M
|
2.07M
$161M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-4- 0.05% |
$305 - $356
|
8.18K
$637K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.51K- 2.21% |
$344K - $401K
|
200K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
17.1KNew |
$1.31M - $1.52M
|
17.1K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
431+ 13.86% |
$32.9K - $38.4K
|
3.54K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.1K- 1.15% |
$1.31M - $1.53M
|
1.47M
$115M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
534+ 1.51% |
$40.8K - $47.5K
|
35.9K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-81.7K- 2.23% |
$6.24M - $7.28M
|
3.58M
$279M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-13- 0.39% |
$992 - $1.16K
|
3.33K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-196- 1.8% |
$15K - $17.5K
|
10.7K
$832K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-97.1K- 40.82% |
$7.41M - $8.64M
|
141K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.49K+ 14.52% |
$266K - $311K
|
27.5K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-541- 2.36% |
$41.3K - $48.2K
|
22.4K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-53- 0.36% |
$4.05K - $4.72K
|
14.6K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.19KNew |
$243K - $284K
|
3.19K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
24+ 7.43% |
$1.83K - $2.14K
|
347
$27K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.31K+ 80.81% |
$482K - $562K
|
14.1K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
769New |
$58.7K - $68.5K
|
769
$59.9K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
43.3K+ 12.22% |
$3.3M - $3.85M
|
397K
$30.9M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
35+ 13.16% |
$2.67K - $3.12K
|
301
$23.4K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-9.1K- 1.39% |
$695K - $810K
|
645K
$50.2M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
56.4K+ 37.53% |
$4.31M - $5.02M
|
207K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.51K+ 38.96% |
$192K - $224K
|
8.96K
$698K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
60K+ 50.41% |
$4.58M - $5.34M
|
179K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
65.3K+ 109.38% |
$4.99M - $5.81M
|
125K
$9.74M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-4.63K- 60.9% |
$354K - $412K
|
2.97K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
17.7KNew |
$1.35M - $1.58M
|
17.7K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
680+ 0.63% |
$51.9K - $60.5K
|
108K
$8.41M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-710K- 35.86% |
$54.2M - $63.2M
|
1.27M
$98.9M
|