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 831 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
7,020
shares
|
$574,727
0.18% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,946
shares
|
$568,669
0.06% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
6,929
shares
|
$567,277
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
6,910
shares
|
$565,721
0.03% of portfolio
|
Q3 2024
Added 13.06%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
6,852
shares
|
$560,973
0.02% of portfolio
|
Q3 2024
Reduced 77.69%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
6,829
shares
|
$559,090
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
6,820
shares
|
$558,353
0.09% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
6,775
shares
|
$554,669
0.08% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
6,753
shares
|
$552,868
0.01% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,743
shares
|
$552,049
0.08% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
6,684
shares
|
$547,219
0.01% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
6,647
shares
|
$544,189
0.0% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
6,639
shares
|
$543,534
0.01% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
6,597
shares
|
$540,096
0.0% of portfolio
|
Q3 2024
Added 69.72%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
6,592
shares
|
$539,687
0.11% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,584
shares
|
$539,032
0.02% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
6,485
shares
|
$530,926
0.06% of portfolio
|
Q1 2024
Added 28.98%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,445
shares
|
$527,652
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,426
shares
|
$526,096
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,423
shares
|
$525,851
0.0% of portfolio
|
Q3 2024
Reduced 34.57%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
6,406
shares
|
$524,459
0.01% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
6,365
shares
|
$521,102
0.0% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
6,358
shares
|
$520,529
0.01% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
6,308
shares
|
$516,435
0.04% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
6,299
shares
|
$515,699
0.15% of portfolio
|
Q1 2024
New holding
|