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 $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,084
shares
|
$845,845
0.23% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
10,080
shares
|
$845,510
0.33% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Ing Groep Nv
|
Feb 03, 2025 Q4 2024 |
10,028
shares
|
$841,148
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
9,965
shares
|
$835,864
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
9,931
shares
|
$833,012
0.01% of portfolio
|
Q4 2024
Added 19.9%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,917
shares
|
$831,837
0.0% of portfolio
|
Q4 2024
Reduced 70.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
9,877
shares
|
$828,482
0.07% of portfolio
|
Q2 2024
Added 38.72%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,818
shares
|
$823,533
0.0% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
9,778
shares
|
$820,178
0.04% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
9,763
shares
|
$818,920
0.01% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
9,753
shares
|
$818,081
0.07% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
9,715
shares
|
$814,894
0.02% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
9,695
shares
|
$813,216
0.07% of portfolio
|
Q4 2024
Added 53.69%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,672
shares
|
$811,287
0.02% of portfolio
|
Q4 2024
Reduced 71.97%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
9,511
shares
|
$797,782
0.04% of portfolio
|
Q4 2022
Added 3.74%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
9,488
shares
|
$795,853
1.55% of portfolio
|
Q2 2023
Added 141.49%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
9,475
shares
|
$794,763
0.0% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
9,345
shares
|
$783,858
0.16% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
9,211
shares
|
$772,618
0.23% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
8,995
shares
|
$754,500
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
8,977
shares
|
$752,990
0.22% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
8,857
shares
|
$742,925
0.24% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
8,808
shares
|
$738,815
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,705
shares
|
$730,175
0.01% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
8,689
shares
|
$728,833
0.05% of portfolio
|
Q4 2024
Reduced 2.93%
|