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 |
|---|---|---|---|---|---|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$245,610
0.15% of portfolio
|
Q1 2022
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,997
shares
|
$245,364
0.06% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
2,993
shares
|
$245,036
0.01% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
2,961
shares
|
$242,417
0.02% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
2,935
shares
|
$240,288
0.01% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
2,919
shares
|
$238,978
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
2,908
shares
|
$238,077
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,890
shares
|
$236,604
0.01% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
2,860
shares
|
$234,148
0.01% of portfolio
|
Q3 2024
Reduced 18.36%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
2,824
shares
|
$231,200
0.18% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
2,812
shares
|
$230,218
0.35% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,812
shares
|
$230,218
0.0% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
2,795
shares
|
$228,826
0.03% of portfolio
|
Q4 2022
Reduced 3.79%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
2,794
shares
|
$228,744
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
2,787
shares
|
$228,171
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
2,776
shares
|
$227,271
0.01% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
2,768
shares
|
$226,616
0.0% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,765
shares
|
$226,370
0.0% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,742
shares
|
$224,487
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
2,735
shares
|
$223,914
0.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
2,734
shares
|
$223,832
0.0% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,700
shares
|
$221,049
0.0% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,687
shares
|
$219,984
0.01% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
2,687
shares
|
$219,984
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,685
shares
|
$219,820
0.0% of portfolio
|
Q2 2024
Added 7.4%
|