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 923 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
20
shares
|
$1,604
0.0% of portfolio
|
Q1 2025
Reduced 39.39%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
20
shares
|
$1,604
0.0% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
18
shares
|
$1,443
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
17
shares
|
$1,363
0.0% of portfolio
|
Q2 2024
Added 54.55%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
16
shares
|
$1,283
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
15
shares
|
$1,203
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
15
shares
|
$1,203
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
12
shares
|
$962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
12
shares
|
$962
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
11
shares
|
$882
0.0% of portfolio
|
Q2 2025
Added 120.0%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
11
shares
|
$882
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
8
shares
|
$641
0.0% of portfolio
|
Q3 2024
Reduced 65.22%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
8
shares
|
$641
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
8
shares
|
$641
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
6
shares
|
$481
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
6
shares
|
$481
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
6
shares
|
$481
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
6
shares
|
$481
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5
shares
|
$401
0.0% of portfolio
|
Q2 2022
Reduced 97.76%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5
shares
|
$401
0.0% of portfolio
|
Q1 2025
Reduced 93.83%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
4
shares
|
$320
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
4
shares
|
$320
0.03% of portfolio
|
Q1 2025
Reduced 99.43%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
4
shares
|
$320
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2
shares
|
$160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1
shares
|
$80
0.0% of portfolio
|
Q4 2024
New holding
|