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 925 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 |
|---|---|---|---|---|---|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
47,764
shares
|
$3.83 Million
0.02% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
47,674
shares
|
$3.82 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
45,218
shares
|
$3.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
May 14, 2025 Q1 2025 |
43,747
shares
|
$3.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
43,187
shares
|
$3.46 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
42,757
shares
|
$3.43 Million
0.02% of portfolio
|
Q1 2025
Added 54.89%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
41,840
shares
|
$3.36 Million
0.03% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
41,155
shares
|
$3.3 Million
0.21% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
40,224
shares
|
$3.23 Million
0.84% of portfolio
|
Q1 2025
Added 55.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
38,774
shares
|
$3.11 Million
0.01% of portfolio
|
Q4 2024
Added 29.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
38,198
shares
|
$3.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
38,039
shares
|
$3.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
37,793
shares
|
$3.03 Million
0.31% of portfolio
|
Q1 2025
Added 51.09%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
37,705
shares
|
$3.02 Million
0.07% of portfolio
|
Q1 2025
Added 15.78%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
37,575
shares
|
$3.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
37,162
shares
|
$2.98 Million
0.02% of portfolio
|
Q1 2025
Reduced 74.08%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
37,138
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
36,716
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 78.4%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
35,998
shares
|
$2.89 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
35,890
shares
|
$2.88 Million
0.11% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
35,059
shares
|
$2.81 Million
0.12% of portfolio
|
Q1 2025
Added 353.6%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
34,882
shares
|
$2.8 Million
0.06% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
34,782
shares
|
$2.79 Million
0.01% of portfolio
|
Q1 2025
Added 19.2%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
33,843
shares
|
$2.71 Million
0.04% of portfolio
|
Q2 2024
Added 2.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
33,700
shares
|
$2.7 Million
0.01% of portfolio
|
Q1 2025
Added 10.11%
|