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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
4,430
shares
|
$362,684
0.0% of portfolio
|
Q3 2024
Added 138.94%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,290
shares
|
$351,222
0.01% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
4,266
shares
|
$349,257
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
4,200
shares
|
$343,854
0.0% of portfolio
|
Q1 2023
Reduced 26.87%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
4,182
shares
|
$342,380
0.02% of portfolio
|
Q3 2024
Added 434.78%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,180
shares
|
$342,216
0.0% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,171
shares
|
$341,479
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
4,155
shares
|
$340,169
0.0% of portfolio
|
Q2 2023
Added 92.81%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,155
shares
|
$340,169
0.01% of portfolio
|
Q2 2023
Added 92.81%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
4,142
shares
|
$339,105
0.03% of portfolio
|
Q3 2024
Added 15.06%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
4,081
shares
|
$334,111
0.0% of portfolio
|
Q1 2024
Reduced 72.21%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
4,059
shares
|
$332,310
0.09% of portfolio
|
Q3 2024
Reduced 59.66%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
4,029
shares
|
$329,854
0.03% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,008
shares
|
$328,134
0.0% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
3,995
shares
|
$327,070
0.13% of portfolio
|
Q3 2024
Added 30.09%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
3,934
shares
|
$322,076
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,870
shares
|
$316,836
0.02% of portfolio
|
Q3 2024
Reduced 75.36%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,856
shares
|
$315,690
0.01% of portfolio
|
Q3 2024
Reduced 22.12%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
3,831
shares
|
$313,643
0.01% of portfolio
|
Q3 2024
Reduced 57.55%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,821
shares
|
$312,825
0.28% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,802
shares
|
$311,269
0.0% of portfolio
|
Q3 2023
Reduced 3.89%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,795
shares
|
$310,696
0.0% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,765
shares
|
$308,240
0.05% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 08, 2024 Q3 2024 |
3,764
shares
|
$308,158
1.39% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
3,749
shares
|
$306,930
0.01% of portfolio
|
Q4 2024
Reduced 5.42%
|