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 |
|---|---|---|---|---|---|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,743
shares
|
$306,439
0.07% of portfolio
|
Q3 2024
Reduced 27.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
3,708
shares
|
$303,573
0.01% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
3,707
shares
|
$303,492
0.01% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
3,697
shares
|
$302,673
0.43% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
3,682
shares
|
$301,445
0.12% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
3,635
shares
|
$297,597
0.08% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,632
shares
|
$297,351
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
3,620
shares
|
$296,369
0.06% of portfolio
|
Q3 2024
Reduced 43.14%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
3,599
shares
|
$294,650
0.11% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 12, 2024 Q3 2024 |
3,581
shares
|
$293,176
0.01% of portfolio
|
Q2 2024
Added 2.75%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,572
shares
|
$292,439
0.0% of portfolio
|
Q3 2024
Reduced 18.91%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
3,537
shares
|
$289,574
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
3,522
shares
|
$288,346
0.15% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
3,520
shares
|
$288,182
0.01% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
3,516
shares
|
$287,854
0.01% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
3,500
shares
|
$286,545
0.1% of portfolio
|
Q1 2023
Reduced 10.83%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,497
shares
|
$286,299
0.0% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
3,490
shares
|
$285,726
0.01% of portfolio
|
Q3 2024
Reduced 86.12%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
3,490
shares
|
$285,726
0.03% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,441
shares
|
$281,714
0.03% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
3,441
shares
|
$281,714
0.12% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
3,430
shares
|
$280,814
0.1% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 04, 2024 Q3 2024 |
3,425
shares
|
$280,404
0.03% of portfolio
|
Q3 2024
Reduced 48.68%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,411
shares
|
$279,258
0.04% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
3,386
shares
|
$277,211
0.04% of portfolio
|
Q4 2024
Reduced 0.44%
|