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 926 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 $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
263
shares
|
$22,215
0.0% of portfolio
|
Q3 2025
Added 141.28%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
253
shares
|
$21,370
0.0% of portfolio
|
Q4 2024
Added 15.53%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
248
shares
|
$20,948
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
240
shares
|
$20,272
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
239
shares
|
$20,188
0.0% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
238
shares
|
$20,103
0.01% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
236
shares
|
$19,934
0.0% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
235
shares
|
$19,850
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
235
shares
|
$19,850
0.0% of portfolio
|
Q4 2019
Added 26.38%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
229
shares
|
$19,343
0.0% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
221
shares
|
$18,667
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
211
shares
|
$17,823
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
210
shares
|
$17,738
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
209
shares
|
$17,654
0.0% of portfolio
|
Q1 2025
Reduced 35.49%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
208
shares
|
$17,569
0.0% of portfolio
|
Q2 2025
Reduced 88.56%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
208
shares
|
$17,569
0.01% of portfolio
|
Q2 2025
Added 215.15%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
200
shares
|
$16,894
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
200
shares
|
$16,894
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
200
shares
|
$16,894
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
195
shares
|
$16,471
0.0% of portfolio
|
Q1 2024
Reduced 24.71%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
195
shares
|
$16,471
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
191
shares
|
$16,133
0.0% of portfolio
|
Q2 2022
Reduced 75.94%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
190
shares
|
$16,049
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
190
shares
|
$16,049
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
189
shares
|
$15,964
0.0% of portfolio
|
Q3 2024
New holding
|
|