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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
458
shares
|
$38,123
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
450
shares
|
$37,458
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
449
shares
|
$37,374
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
448
shares
|
$37,291
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
448
shares
|
$37,291
0.0% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
444
shares
|
$36,958
0.0% of portfolio
|
Q2 2024
Added 9.9%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
436
shares
|
$36,292
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
422
shares
|
$35,127
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
418
shares
|
$34,794
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
416
shares
|
$34,627
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
400
shares
|
$33,296
0.0% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
396
shares
|
$32,963
0.02% of portfolio
|
Q2 2023
Reduced 60.56%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
396
shares
|
$32,963
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
387
shares
|
$32,213
0.0% of portfolio
|
Q4 2024
Added 29.43%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
385
shares
|
$32,047
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
384
shares
|
$31,964
0.0% of portfolio
|
Q3 2024
Added 12.61%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
383
shares
|
$31,880
0.01% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
379
shares
|
$31,547
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
377
shares
|
$31,381
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
376
shares
|
$31,298
0.0% of portfolio
|
Q4 2024
Reduced 69.33%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
376
shares
|
$31,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
374
shares
|
$31,131
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
372
shares
|
$30,965
0.01% of portfolio
|
Q3 2023
Reduced 44.06%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
365
shares
|
$30,382
0.0% of portfolio
|
Q2 2023
Reduced 1.62%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
365
shares
|
$30,382
0.0% of portfolio
|
Q4 2024
Reduced 14.52%
|