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 |
|---|---|---|---|---|---|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
3,360
shares
|
$275,083
0.01% of portfolio
|
Q4 2024
Reduced 60.46%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
3,343
shares
|
$273,691
0.08% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
3,332
shares
|
$272,790
0.12% of portfolio
|
Q4 2023
Reduced 6.8%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
3,313
shares
|
$271,235
0.05% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
3,281
shares
|
$268,615
0.01% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
3,272
shares
|
$267,878
0.0% of portfolio
|
Q4 2024
Added 19.07%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
3,270
shares
|
$267,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
3,258
shares
|
$266,732
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
3,257
shares
|
$266,650
0.0% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,251
shares
|
$266,159
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
3,146
shares
|
$257,563
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,138
shares
|
$256,908
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,110
shares
|
$254,615
0.02% of portfolio
|
Q4 2022
Reduced 20.24%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
3,110
shares
|
$254,615
0.05% of portfolio
|
Q3 2024
Added 822.85%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
3,083
shares
|
$252,405
0.02% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2024 Q3 2024 |
3,081
shares
|
$252,241
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,070
shares
|
$251,340
0.01% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
3,061
shares
|
$250,604
0.01% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,060
shares
|
$250,522
0.02% of portfolio
|
Q3 2023
Added 2.2%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
3,055
shares
|
$250,112
0.02% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,030
shares
|
$248,066
0.15% of portfolio
|
Q3 2024
Added 37.79%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
3,014
shares
|
$246,756
0.13% of portfolio
|
Q3 2024
Reduced 32.63%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
3,006
shares
|
$246,101
0.0% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
3,003
shares
|
$245,855
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
3,000
shares
|
$245,610
0.09% of portfolio
|
Q2 2023
New holding
|