Latest Institutional Purchases of Principal Financial Group Inc (PFG)
This list provides information on the latest institutional transactions involving Principal Financial Group Inc (PFG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
380K+ 1173.81% |
$29.8M - $32.4M
|
412K
$34.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
236K+ 2878.11% |
$18.5M - $20.2M
|
245K
$20.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
81.5K+ 26.1% |
$6.39M - $6.95M
|
394K
$33.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
44.9KNew |
$3.52M - $3.83M
|
44.9K
$3.79M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.2K+ 47.26% |
$1.27M - $1.38M
|
50.4K
$4.26M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
14.2K+ 315.56% |
$1.11M - $1.21M
|
18.7K
$1.58M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
11.3KNew |
$887K - $965K
|
11.3K
$956K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
11K+ 22.39% |
$858K - $934K
|
59.9K
$5.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.44KNew |
$348K - $379K
|
4.44K
$375K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.54KNew |
$278K - $302K
|
3.54K
$299K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.28K+ 38.64% |
$257K - $280K
|
11.8K
$995K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.21KNew |
$252K - $274K
|
3.21K
$271K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.38KNew |
$186K - $203K
|
2.38K
$201K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.9K+ 2.25% |
$149K - $162K
|
86.2K
$7.28M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.64K+ 28.16% |
$128K - $139K
|
7.45K
$629K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.6K+ 25.77% |
$125K - $136K
|
7.79K
$658K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.23K+ 2.39% |
$96.4K - $105K
|
52.7K
$4.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.16KNew |
$90.8K - $98.7K
|
1.16K
$97.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
535+ 0.62% |
$41.9K - $45.6K
|
86.8K
$7.33M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
417+ 87.61% |
$32.7K - $35.6K
|
893
$75.4K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
413+ 3754.55% |
$32.4K - $35.2K
|
424
$35.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
394+ 0.34% |
$30.9K - $33.6K
|
117K
$9.85M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
346+ 8.74% |
$27.1K - $29.5K
|
4.31K
$364K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
301+ 5.23% |
$23.6K - $25.7K
|
6.06K
$512K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
279+ 8.44% |
$21.9K - $23.8K
|
3.58K
$303K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
239+ 87.87% |
$18.7K - $20.4K
|
511
$43.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
212+ 3.88% |
$16.6K - $18.1K
|
5.68K
$479K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
167+ 4.79% |
$13.1K - $14.2K
|
3.65K
$309K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
116New |
$9.09K - $9.89K
|
116
$9.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
92+ 3.66% |
$7.21K - $7.84K
|
2.61K
$220K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
89+ 51.74% |
$6.98K - $7.59K
|
261
$22K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
79+ 2.1% |
$6.19K - $6.74K
|
3.84K
$324K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
78+ 4.95% |
$6.11K - $6.65K
|
1.65K
$140K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 13.43% |
$4.94K - $5.37K
|
532
$44.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
62+ 0.6% |
$4.86K - $5.29K
|
10.4K
$876K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
51+ 4.16% |
$4K - $4.35K
|
1.28K
$108K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
47+ 0.25% |
$3.68K - $4.01K
|
19K
$1.61M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
33+ 1.16% |
$2.59K - $2.81K
|
2.89K
$244K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
32+ 0.62% |
$2.51K - $2.73K
|
5.2K
$439K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
20+ 11.9% |
$1.57K - $1.71K
|
188
$15.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
17+ 2.92% |
$1.33K - $1.45K
|
600
$50.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 44.44% |
$627 - $682
|
26
$2.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$549 - $597
|
6.12K
$517K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.53% |
$470 - $512
|
1.13K
$95.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
5New |
$392 - $426
|
5
$422
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.08% |
$314 - $341
|
4.79K
$404K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 0.67% |
$157 - $171
|
300
$25.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.86% |
$78.4 - $85.3
|
36
$3.04K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.81% |
$78.4 - $85.3
|
124
$10.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.58% |
$78.4 - $85.3
|
174
$14.7K
|
|