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 |
|---|---|---|---|---|---|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
6
shares
|
$506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
6
shares
|
$506
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
6
shares
|
$506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
6
shares
|
$506
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
5
shares
|
$422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
5
shares
|
$422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
5
shares
|
$422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
5
shares
|
$422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5
shares
|
$422
0.0% of portfolio
|
Q2 2022
Reduced 97.76%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4
shares
|
$337
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
4
shares
|
$337
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
4
shares
|
$337
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
2
shares
|
$168
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1
shares
|
$84
0.0% of portfolio
|
Q4 2023
Reduced 96.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
1
shares
|
$84
0.0% of portfolio
|
Q4 2023
Reduced 97.14%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|