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 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-602- 1.36% |
$46K - $53.6K
|
43.7K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-605- 88.19% |
$46.2K - $53.9K
|
81
$6.56K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-663- 0.86% |
$50.6K - $59K
|
76.9K
$6.22M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-683- 12.79% |
$52.1K - $60.8K
|
4.66K
$377K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-696- 99.43% |
$53.1K - $62K
|
4
$324
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-737- 2.92% |
$56.3K - $65.6K
|
24.5K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-738- 0.61% |
$56.3K - $65.7K
|
120K
$9.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-739- 14.15% |
$56.4K - $65.8K
|
4.48K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-752- 11.8% |
$57.4K - $67K
|
5.62K
$455K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-778- 2.64% |
$59.4K - $69.3K
|
28.7K
$2.32M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-838- 0.58% |
$64K - $74.6K
|
144K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-869- 6.44% |
$66.3K - $77.4K
|
12.6K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-935- 4.72% |
$71.4K - $83.3K
|
18.9K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-948- 3.65% |
$72.4K - $84.4K
|
25.1K
$2.03M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-977- 34.09% |
$74.6K - $87K
|
1.89K
$153K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-993- 0.81% |
$75.8K - $88.4K
|
121K
$9.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-997- 1.64% |
$76.1K - $88.8K
|
59.8K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.04K- 1.85% |
$79.2K - $92.3K
|
54.9K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.09K- 6.44% |
$82.8K - $96.6K
|
15.8K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.12K- 1.66% |
$85.2K - $99.4K
|
66.1K
$5.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.18K- 30.29% |
$90.4K - $105K
|
2.73K
$221K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.22K- 67.09% |
$92.8K - $108K
|
596
$48.3K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.27K- 0.63% |
$96.7K - $113K
|
200K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 32.81% |
$101K - $118K
|
2.71K
$219K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.37K- 9.54% |
$105K - $122K
|
13K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.38K- 14.04% |
$105K - $123K
|
8.44K
$683K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.39K- 4.22% |
$106K - $124K
|
31.7K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.51K- 12.45% |
$115K - $134K
|
10.6K
$859K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.52K- 33.14% |
$116K - $135K
|
3.07K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.63K- 31.23% |
$124K - $145K
|
3.59K
$291K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.63K- 2.64% |
$124K - $145K
|
60.1K
$4.86M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.65K- 1.07% |
$126K - $147K
|
152K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.78K- 13.21% |
$136K - $159K
|
11.7K
$949K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.84K- 6.09% |
$141K - $164K
|
28.4K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.93K- 11.64% |
$147K - $172K
|
14.6K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.93K- 63.34% |
$147K - $172K
|
1.12K
$90.4K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.99K- 10.49% |
$152K - $177K
|
16.9K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.99K- 19.59% |
$152K - $178K
|
8.18K
$663K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.01K- 23.22% |
$154K - $179K
|
6.66K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-2.14K- 40.01% |
$163K - $190K
|
3.2K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.41K- 1.88% |
$184K - $214K
|
126K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.61K- 13.2% |
$199K - $233K
|
17.2K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-2.83K- 2.07% |
$216K - $252K
|
134K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.91K- 4.75% |
$222K - $259K
|
58.4K
$4.73M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.99K- 31.38% |
$228K - $266K
|
6.53K
$528K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.02K- 30.62% |
$231K - $269K
|
6.85K
$555K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-3.1K- 15.52% |
$236K - $276K
|
16.8K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.1K- 31.94% |
$236K - $276K
|
6.6K
$534K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.28K- 3.72% |
$251K - $292K
|
84.9K
$6.87M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3.38K- 2.92% |
$258K - $301K
|
112K
$9.07M
|