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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
43.2KNew |
$3M - $3.72M
|
43.2K
$3.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
35.2K+ 21.72% |
$2.45M - $3.04M
|
197K
$16M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
8.17K+ 152.08% |
$568K - $704K
|
13.5K
$1.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
6.92K+ 205.98% |
$481K - $596K
|
10.3K
$832K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
6.46K+ 51.47% |
$449K - $556K
|
19K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
4.15KNew |
$289K - $358K
|
4.15K
$336K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.21K+ 7.01% |
$223K - $277K
|
49K
$3.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.85KNew |
$198K - $246K
|
2.85K
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.71K+ 102.3% |
$188K - $233K
|
5.36K
$433K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.62KNew |
$182K - $226K
|
2.62K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.47K+ 3.53% |
$172K - $213K
|
72.3K
$5.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.08K+ 4.31% |
$145K - $180K
|
50.4K
$4.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
2K+ 7.02% |
$139K - $172K
|
30.5K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.32K+ 40.53% |
$92K - $114K
|
4.58K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
814+ 3.36% |
$56.6K - $70.2K
|
25K
$2.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
783+ 7.27% |
$54.5K - $67.5K
|
11.6K
$935K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
395+ 17.73% |
$27.5K - $34K
|
2.62K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
387+ 15.72% |
$26.9K - $33.4K
|
2.85K
$231K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
336+ 10.16% |
$23.4K - $29K
|
3.64K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
304+ 94.7% |
$21.1K - $26.2K
|
625
$50.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
241+ 2.3% |
$16.8K - $20.8K
|
10.7K
$867K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
212+ 6.94% |
$14.7K - $18.3K
|
3.27K
$265K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
160New |
$11.1K - $13.8K
|
160
$13K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100+ 81.3% |
$6.96K - $8.62K
|
223
$18.1K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
56+ 1.78% |
$3.9K - $4.83K
|
3.2K
$259K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 9.64% |
$3.13K - $3.88K
|
512
$41.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
27+ 12.92% |
$1.88K - $2.33K
|
236
$19.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
26New |
$1.81K - $2.24K
|
26
$2.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
18+ 3.05% |
$1.25K - $1.55K
|
609
$49.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18New |
$1.25K - $1.55K
|
18
$1.46K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3+ 0.11% |
$209 - $259
|
2.8K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 0.98% |
$209 - $259
|
309
$25K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2+ 0.06% |
$139 - $172
|
3.26K
$264K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.75% |
$69.6 - $86.2
|
135
$10.9K
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
3.3M+ 802.24% |
$252M - $294M
|
3.71M
$300M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.07MNew |
$158M - $184M
|
2.07M
$168M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.48M+ 15.14% |
$113M - $132M
|
11.3M
$914M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.39M+ 114.17% |
$106M - $124M
|
2.61M
$212M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.1M+ 11.35% |
$83.8M - $97.7M
|
10.8M
$872M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
569KNew |
$43.4M - $50.6M
|
569K
$46M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
527K+ 443.61% |
$40.2M - $46.9M
|
645K
$52.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
397K+ 5081.74% |
$30.3M - $35.4M
|
405K
$32.8M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
244K+ 45.16% |
$18.7M - $21.8M
|
785K
$63.6M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
240K+ 2948.69% |
$18.3M - $21.4M
|
248K
$20.1M
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
228K+ 34.24% |
$17.4M - $20.3M
|
893K
$72.3M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
201K+ 79.09% |
$15.3M - $17.9M
|
454K
$36.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
200KNew |
$15.3M - $17.8M
|
200K
$16.2M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
137K+ 88.94% |
$10.5M - $12.2M
|
292K
$23.6M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
135K+ 29.49% |
$10.3M - $12M
|
592K
$47.9M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
124K+ 145.43% |
$9.48M - $11.1M
|
210K
$17M
|
|