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 |
|---|---|---|---|---|---|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
33,279
shares
|
$2.67 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
32,064
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2025
Added 18.89%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
31,450
shares
|
$2.52 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
31,231
shares
|
$2.5 Million
0.01% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
31,053
shares
|
$2.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.21%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
30,488
shares
|
$2.45 Million
0.05% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
30,199
shares
|
$2.42 Million
0.11% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
30,032
shares
|
$2.41 Million
0.22% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
30,016
shares
|
$2.41 Million
0.02% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
29,537
shares
|
$2.37 Million
0.16% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
29,307
shares
|
$2.35 Million
0.27% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
29,294
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2023
Reduced 6.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
28,934
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
28,707
shares
|
$2.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
28,500
shares
|
$2.29 Million
0.05% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
28,419
shares
|
$2.28 Million
0.02% of portfolio
|
Q3 2024
Added 281.82%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
28,273
shares
|
$2.27 Million
0.29% of portfolio
|
Q1 2025
Added 96.37%
|
|
|
Uss Investment Management LTD
|
May 14, 2025 Q1 2025 |
28,254
shares
|
$2.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 43.89%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
27,975
shares
|
$2.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
27,956
shares
|
$2.24 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
27,913
shares
|
$2.24 Million
0.66% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
27,847
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,620
shares
|
$2.22 Million
0.21% of portfolio
|
Q2 2023
Reduced 7.69%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
27,615
shares
|
$2.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 82.39%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
27,536
shares
|
$2.21 Million
0.01% of portfolio
|
Q1 2025
Added 0.51%
|