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 834 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$659,600
0.02% of portfolio
|
Q2 2024
Reduced 78.26%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
7,866
shares
|
$648,551
0.0% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
7,853
shares
|
$647,479
0.16% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
7,815
shares
|
$644,346
0.02% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
7,815
shares
|
$644,346
0.17% of portfolio
|
Q3 2019
Added 54.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,787
shares
|
$642,038
0.01% of portfolio
|
Q3 2024
Added 34.03%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
7,784
shares
|
$641,790
0.12% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
7,773
shares
|
$640,883
0.04% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
7,720
shares
|
$636,514
0.02% of portfolio
|
Q3 2024
Added 47.89%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
7,700
shares
|
$634,865
0.27% of portfolio
|
Q4 2022
Reduced 21.71%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,579
shares
|
$624,888
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
7,554
shares
|
$622,827
0.03% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
7,545
shares
|
$622,085
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,511
shares
|
$619,281
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7,436
shares
|
$613,098
0.29% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
7,421
shares
|
$611,861
0.23% of portfolio
|
Q3 2024
Added 13.66%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
7,419
shares
|
$611,696
0.01% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
7,360
shares
|
$606,832
0.0% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
7,343
shares
|
$605,430
0.04% of portfolio
|
Q3 2022
Added 12.0%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,320
shares
|
$603,534
0.03% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,232
shares
|
$596,278
0.0% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
7,210
shares
|
$594,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,156
shares
|
$590,012
0.07% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
7,110
shares
|
$586,219
0.04% of portfolio
|
Q4 2024
Added 57.3%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
7,090
shares
|
$584,570
0.01% of portfolio
|
Q4 2024
Added 19.91%
|