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 861 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
875
shares
|
$72,835
0.0% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
869
shares
|
$72,335
0.0% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
864
shares
|
$71,919
0.0% of portfolio
|
Q4 2024
Added 37.58%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
840
shares
|
$69,921
0.01% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
817
shares
|
$68,007
0.05% of portfolio
|
Q1 2024
Reduced 19.11%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
816
shares
|
$67,923
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
810
shares
|
$67,424
0.17% of portfolio
|
Q3 2024
Added 419.23%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
792
shares
|
$65,926
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
785
shares
|
$65,343
0.02% of portfolio
|
Q3 2022
Added 14.6%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
726
shares
|
$60,432
0.0% of portfolio
|
Q4 2024
Reduced 58.68%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
725
shares
|
$60,348
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
718
shares
|
$59,766
0.0% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
709
shares
|
$59,017
0.03% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
700
shares
|
$58,268
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
700
shares
|
$58,268
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
686
shares
|
$57,102
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
670
shares
|
$55,770
0.08% of portfolio
|
Q3 2022
Added 116.13%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
664
shares
|
$55,271
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
628
shares
|
$52,274
0.0% of portfolio
|
Q3 2020
Added 72.05%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
628
shares
|
$52,274
0.0% of portfolio
|
Q3 2020
Added 72.05%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
614
shares
|
$51,109
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
600
shares
|
$49,944
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
596
shares
|
$49,611
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
583
shares
|
$48,528
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
578
shares
|
$48,112
0.0% of portfolio
|
Q4 2024
Reduced 14.37%
|