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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-180- 8.97% |
$13.7K - $16K
|
1.83K
$148K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-185- 2.36% |
$14.1K - $16.5K
|
7.67K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-187- 6.22% |
$14.3K - $16.7K
|
2.82K
$228K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-188- 23.04% |
$14.4K - $16.7K
|
628
$50.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-193- 3.0% |
$14.7K - $17.2K
|
6.23K
$505K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-196- 1.8% |
$15K - $17.5K
|
10.7K
$865K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-196- 1.8% |
$15K - $17.5K
|
10.7K
$865K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-198- 0.63% |
$15.1K - $17.6K
|
31.5K
$2.55M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 1.78% |
$15.3K - $17.8K
|
11K
$894K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-201- 0.81% |
$15.3K - $17.9K
|
24.6K
$1.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-213- 0.83% |
$16.3K - $19K
|
25.4K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-216- 3.21% |
$16.5K - $19.2K
|
6.52K
$528K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-225- 6.86% |
$17.2K - $20K
|
3.06K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-234- 8.74% |
$17.9K - $20.8K
|
2.44K
$198K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-244- 1.49% |
$18.6K - $21.7K
|
16.2K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-256- 0.67% |
$19.5K - $22.8K
|
38K
$3.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-268- 1.33% |
$20.5K - $23.9K
|
20K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-268- 2.55% |
$20.5K - $23.9K
|
10.2K
$828K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-273- 30.07% |
$20.8K - $24.3K
|
635
$51.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-284- 35.86% |
$21.7K - $25.3K
|
508
$41.1K
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-297- 4.29% |
$22.7K - $26.4K
|
6.63K
$537K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.95% |
$22.9K - $26.7K
|
9.85K
$798K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-306- 3.66% |
$23.4K - $27.2K
|
8.06K
$652K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-314- 9.35% |
$24K - $28K
|
3.05K
$247K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-328- 5.47% |
$25K - $29.2K
|
5.67K
$459K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-340- 67.86% |
$26K - $30.3K
|
161
$13K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-342- 0.75% |
$26.1K - $30.5K
|
45.2K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-357- 10.01% |
$27.3K - $31.8K
|
3.21K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-360- 0.1% |
$27.5K - $32.1K
|
370K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-366- 7.09% |
$27.9K - $32.6K
|
4.8K
$389K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-367- 2.7% |
$28K - $32.7K
|
13.2K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-378- 99.74% |
$28.9K - $33.7K
|
1
$81
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-399- 5.46% |
$30.5K - $35.5K
|
6.91K
$560K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-401- 46.14% |
$30.6K - $35.7K
|
468
$37.9K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-411- 1.43% |
$31.4K - $36.6K
|
28.4K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-414- 4.9% |
$31.6K - $36.9K
|
8.03K
$650K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-433- 7.16% |
$33.1K - $38.6K
|
5.62K
$455K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-500- 0.39% |
$38.2K - $44.5K
|
126K
$10.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-501- 46.47% |
$38.2K - $44.6K
|
577
$46.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-514- 12.42% |
$39.2K - $45.8K
|
3.62K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-529- 5.28% |
$40.4K - $47.1K
|
9.5K
$769K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-532- 96.2% |
$40.6K - $47.4K
|
21
$1.7K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-536- 66.17% |
$40.9K - $47.7K
|
274
$22.2K
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-541- 2.36% |
$41.3K - $48.2K
|
22.4K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-545- 8.2% |
$41.6K - $48.5K
|
6.1K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-550- 1.14% |
$42K - $49K
|
47.7K
$3.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-563- 8.54% |
$43K - $50.1K
|
6.03K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-578- 5.33% |
$44.1K - $51.5K
|
10.3K
$831K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-583- 2.61% |
$44.5K - $51.9K
|
21.8K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-590- 4.03% |
$45K - $52.5K
|
14.1K
$1.14M
|