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 |
|---|---|---|---|---|---|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
5,223
shares
|
$427,607
0.02% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
5,200
shares
|
$425,724
0.11% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,157
shares
|
$422,203
0.01% of portfolio
|
Q4 2023
Added 1.92%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
5,139
shares
|
$420,729
0.01% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
5,112
shares
|
$418,519
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
4,994
shares
|
$408,858
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
4,940
shares
|
$404,437
0.01% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
4,829
shares
|
$395,350
0.2% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,803
shares
|
$393,221
0.0% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
4,743
shares
|
$388,309
0.04% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,737
shares
|
$387,818
0.0% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
4,701
shares
|
$384,870
0.04% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
4,663
shares
|
$381,759
0.01% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
4,650
shares
|
$380,695
0.0% of portfolio
|
Q3 2024
Reduced 87.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,598
shares
|
$376,438
0.01% of portfolio
|
Q3 2024
Added 21.03%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
4,594
shares
|
$376,110
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,589
shares
|
$375,701
0.01% of portfolio
|
Q4 2024
Reduced 26.46%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
4,563
shares
|
$373,572
0.02% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,546
shares
|
$372,181
0.14% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
4,530
shares
|
$370,871
0.01% of portfolio
|
Q3 2024
Added 22.56%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,504
shares
|
$368,742
0.01% of portfolio
|
Q2 2024
Added 3.71%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,485
shares
|
$367,186
0.02% of portfolio
|
Q3 2024
Reduced 18.84%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,452
shares
|
$364,485
0.03% of portfolio
|
Q3 2024
Added 33.61%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
4,447
shares
|
$364,075
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
4,431
shares
|
$362,765
0.03% of portfolio
|
Q2 2024
New holding
|