Institutional Ownership Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG). We have compiled data on the 861 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
12,115
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,830
shares
|
$984,729
0.01% of portfolio
|
Q2 2023
Reduced 72.88%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
11,799
shares
|
$982,148
0.0% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
11,725
shares
|
$975,988
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
11,709
shares
|
$974,657
0.0% of portfolio
|
Q4 2024
Added 99.37%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
11,455
shares
|
$953,514
0.01% of portfolio
|
Q4 2024
Added 54.4%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
11,300
shares
|
$940,612
0.02% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
11,243
shares
|
$935,867
0.03% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
11,241
shares
|
$935,700
0.09% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
11,161
shares
|
$929,041
0.0% of portfolio
|
Q4 2024
Added 151.94%
|
|
|
M&G PLC
London, X0 |
Feb 11, 2025 Q4 2024 |
11,148
shares
|
$927,959
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
11,114
shares
|
$925,129
0.02% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
11,044
shares
|
$919,302
0.02% of portfolio
|
Q4 2024
Added 29.02%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
10,908
shares
|
$907,981
0.07% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 27, 2025 Q4 2024 |
10,900
shares
|
$907,316
0.02% of portfolio
|
Q4 2024
Added 22.47%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
10,884
shares
|
$905,984
0.17% of portfolio
|
Q4 2024
Added 14.26%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
10,884
shares
|
$905,984
0.16% of portfolio
|
Q4 2024
Added 14.26%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
10,872
shares
|
$904,985
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
10,837
shares
|
$902,071
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
10,610
shares
|
$883,176
0.56% of portfolio
|
Q4 2023
Reduced 0.64%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
10,491
shares
|
$873,270
0.01% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
10,256
shares
|
$853,709
0.0% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
10,236
shares
|
$852,044
0.26% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
10,177
shares
|
$847,133
0.03% of portfolio
|
Q4 2024
Added 20.47%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
10,154
shares
|
$845,218
0.03% of portfolio
|
Q4 2024
Reduced 3.79%
|