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 |
|---|---|---|---|---|---|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
6,268
shares
|
$513,161
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
6,258
shares
|
$512,342
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
6,185
shares
|
$506,365
0.04% of portfolio
|
Q3 2024
Added 17.74%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,126
shares
|
$501,535
0.03% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
6,051
shares
|
$495,395
0.01% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
6,043
shares
|
$494,740
0.0% of portfolio
|
Q3 2024
Added 40.93%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
5,993
shares
|
$490,646
0.04% of portfolio
|
Q1 2024
Added 17526.47%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
5,960
shares
|
$487,945
0.0% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
5,956
shares
|
$487,617
0.01% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
5,951
shares
|
$487,208
0.15% of portfolio
|
Q4 2024
Reduced 51.53%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
5,873
shares
|
$480,822
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
5,816
shares
|
$476,155
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
5,743
shares
|
$470,179
0.4% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,708
shares
|
$467,313
0.04% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,702
shares
|
$466,822
0.07% of portfolio
|
Q2 2024
Reduced 5.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,598
shares
|
$458,308
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
5,484
shares
|
$448,975
0.09% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
5,449
shares
|
$446,109
0.11% of portfolio
|
Q3 2024
Reduced 32.23%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
5,449
shares
|
$446,109
0.06% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,440
shares
|
$445,372
0.0% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
5,339
shares
|
$437,103
0.01% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
5,339
shares
|
$437,103
0.02% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
5,337
shares
|
$436,940
0.01% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
5,324
shares
|
$435,875
0.05% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
5,298
shares
|
$433,747
0.02% of portfolio
|
Q4 2024
Added 0.28%
|