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 |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
575
shares
|
$47,863
0.0% of portfolio
|
Q3 2022
Reduced 46.36%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
573
shares
|
$47,696
0.01% of portfolio
|
Q4 2024
Reduced 43.77%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
572
shares
|
$47,613
0.01% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
570
shares
|
$47,446
0.03% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
559
shares
|
$46,531
0.01% of portfolio
|
Q4 2024
Added 53.57%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
559
shares
|
$46,531
0.01% of portfolio
|
Q1 2024
Reduced 15.17%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
553
shares
|
$46,031
0.0% of portfolio
|
Q4 2024
Added 2533.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
552
shares
|
$45,948
0.0% of portfolio
|
Q4 2024
Reduced 83.13%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
551
shares
|
$45,865
0.0% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Stilwell Value LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
547
shares
|
$45,532
0.05% of portfolio
|
Q2 2017
Reduced 98.44%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
546
shares
|
$45,449
0.0% of portfolio
|
Q4 2024
Reduced 81.84%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
540
shares
|
$44,949
0.03% of portfolio
|
Q4 2024
Added 144.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
529
shares
|
$44,033
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
517
shares
|
$43,035
0.02% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
514
shares
|
$42,785
0.0% of portfolio
|
Q1 2016
Added 744.36%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
513
shares
|
$42,702
0.01% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
510
shares
|
$42,452
0.0% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
509
shares
|
$42,369
0.01% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
501
shares
|
$41,703
0.0% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
500
shares
|
$41,620
0.0% of portfolio
|
Q4 2024
Reduced 18.43%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
499
shares
|
$41,536
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
490
shares
|
$40,787
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
488
shares
|
$40,621
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
478
shares
|
$39,788
0.0% of portfolio
|
Q4 2024
Reduced 54.17%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
477
shares
|
$39,705
0.0% of portfolio
|
Q2 2024
Reduced 13.9%
|