Purchases and Sales Made in Q1 2025 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q1 2025. The information is specifically focused on institutions that hold shares of PRINCIPAL FINANCIAL GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-24- 0.52% |
$1.83K - $2.14K
|
4.57K
$366K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-25- 24.27% |
$1.91K - $2.23K
|
78
$6.25K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-25- 0.09% |
$1.91K - $2.23K
|
28K
$2.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-27- 0.99% |
$2.06K - $2.4K
|
2.71K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-32- 0.15% |
$2.44K - $2.85K
|
22K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32- 0.37% |
$2.44K - $2.85K
|
8.67K
$694K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-38- 6.64% |
$2.9K - $3.38K
|
534
$42.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-41- 11.82% |
$3.13K - $3.65K
|
306
$24.5K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-43- 8.43% |
$3.28K - $3.83K
|
467
$37.4K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-43- 59.72% |
$3.28K - $3.83K
|
29
$2.32K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-45- 1.28% |
$3.44K - $4.01K
|
3.47K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-49- 12.66% |
$3.74K - $4.36K
|
338
$27.1K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-50- 1.73% |
$3.82K - $4.45K
|
2.85K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-50- 0.92% |
$3.82K - $4.45K
|
5.4K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-53- 0.36% |
$4.05K - $4.72K
|
14.6K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-60- 10.99% |
$4.58K - $5.34K
|
486
$38.9K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-62- 5.42% |
$4.73K - $5.52K
|
1.08K
$86.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-64- 0.06% |
$4.89K - $5.7K
|
110K
$8.84M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-64- 17.53% |
$4.89K - $5.7K
|
301
$24.1K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-66- 1.45% |
$5.04K - $5.88K
|
4.48K
$359K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-71- 0.27% |
$5.42K - $6.32K
|
25.8K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-72- 1.99% |
$5.5K - $6.41K
|
3.55K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-76- 93.83% |
$5.8K - $6.77K
|
5
$400
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-77- 2.61% |
$5.88K - $6.86K
|
2.87K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-78- 0.8% |
$5.95K - $6.95K
|
9.68K
$775K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-80- 2.13% |
$6.11K - $7.12K
|
3.67K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-93- 3.46% |
$7.1K - $8.28K
|
2.59K
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-96Closed |
$7.33K - $8.55K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-97- 1.04% |
$7.4K - $8.64K
|
9.25K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-98- 0.47% |
$7.48K - $8.73K
|
20.6K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-99- 0.79% |
$7.56K - $8.81K
|
12.4K
$995K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 19.46% |
$7.63K - $8.9K
|
414
$33.1K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-100- 5.57% |
$7.63K - $8.9K
|
1.7K
$136K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-100- 6.53% |
$7.63K - $8.9K
|
1.43K
$115K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-106- 21.2% |
$8.09K - $9.44K
|
394
$31.5K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-111- 10.43% |
$8.47K - $9.88K
|
953
$76.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-112- 0.31% |
$8.55K - $9.97K
|
36K
$2.88M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-115- 35.49% |
$8.78K - $10.2K
|
209
$16.7K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-130- 33.94% |
$9.92K - $11.6K
|
253
$20.3K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-134- 1.03% |
$10.2K - $11.9K
|
12.9K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-134- 1.62% |
$10.2K - $11.9K
|
8.15K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-138- 0.37% |
$10.5K - $12.3K
|
37.6K
$3.01M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-141- 4.84% |
$10.8K - $12.6K
|
2.78K
$222K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-145- 2.76% |
$11.1K - $12.9K
|
5.11K
$409K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-148- 3.89% |
$11.3K - $13.2K
|
3.66K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-149- 3.14% |
$11.4K - $13.3K
|
4.59K
$368K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-150- 1.69% |
$11.5K - $13.4K
|
8.71K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-152- 4.74% |
$11.6K - $13.5K
|
3.06K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-153- 1.49% |
$11.7K - $13.6K
|
10.1K
$809K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-153- 6.31% |
$11.7K - $13.6K
|
2.27K
$182K
|