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 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
22.4KNew |
$1.71M - $1.99M
|
22.4K
$1.81M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
21.3KNew |
$1.63M - $1.9M
|
21.3K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
20.7K+ 25.31% |
$1.58M - $1.84M
|
102K
$8.29M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.2K+ 1.4% |
$1.54M - $1.8M
|
1.47M
$119M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
20.2K+ 14.45% |
$1.54M - $1.8M
|
160K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
19.7KNew |
$1.51M - $1.76M
|
19.7K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
19.4K+ 326.08% |
$1.48M - $1.73M
|
25.4K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
18.5K+ 9.55% |
$1.41M - $1.65M
|
212K
$17.2M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
18.2KNew |
$1.39M - $1.62M
|
18.2K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
18.1KNew |
$1.38M - $1.61M
|
18.1K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18K+ 1.69% |
$1.37M - $1.6M
|
1.08M
$87.5M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
18K+ 21.72% |
$1.37M - $1.6M
|
101K
$8.15M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
17.7K+ 11.85% |
$1.35M - $1.58M
|
167K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
17.7KNew |
$1.35M - $1.58M
|
17.7K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
17.7K+ 14.21% |
$1.35M - $1.58M
|
142K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
17.6KNew |
$1.35M - $1.57M
|
17.6K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
17.4K+ 259.35% |
$1.33M - $1.55M
|
24.1K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
17.1KNew |
$1.31M - $1.52M
|
17.1K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
16.5KNew |
$1.26M - $1.47M
|
16.5K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.6KNew |
$1.19M - $1.39M
|
15.6K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
15.6KNew |
$1.19M - $1.39M
|
15.6K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
15.5K+ 18.03% |
$1.19M - $1.38M
|
102K
$8.23M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
15.5K+ 346.37% |
$1.18M - $1.38M
|
19.9K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
15.4K+ 0.31% |
$1.18M - $1.38M
|
4.98M
$403M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.2K+ 54.89% |
$1.16M - $1.35M
|
42.8K
$3.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
14.8KNew |
$1.13M - $1.32M
|
14.8K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.7K+ 8.08% |
$1.13M - $1.31M
|
197K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
14.3K+ 55.19% |
$1.09M - $1.27M
|
40.2K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
14.3K+ 0.26% |
$1.09M - $1.27M
|
5.48M
$444M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
13.9K+ 96.37% |
$1.06M - $1.24M
|
28.3K
$2.29M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.8K+ 1686.64% |
$1.05M - $1.23M
|
14.6K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.7K+ 11.07% |
$1.04M - $1.22M
|
137K
$11.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
13.5K+ 2.63% |
$1.03M - $1.2M
|
527K
$42.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
13K+ 128.59% |
$990K - $1.15M
|
23K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
12.9K+ 268.21% |
$983K - $1.15M
|
17.7K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
12.8K+ 51.09% |
$976K - $1.14M
|
37.8K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
11.5K+ 4.8% |
$880K - $1.03M
|
251K
$20.3M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
11.3KNew |
$866K - $1.01M
|
11.3K
$918K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.2KNew |
$853K - $995K
|
11.2K
$905K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
11.1KNew |
$848K - $989K
|
11.1K
$899K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.1K+ 9.49% |
$848K - $989K
|
128K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
11K+ 190.02% |
$843K - $983K
|
16.9K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
10.6KNew |
$812K - $948K
|
10.6K
$862K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
10.3KNew |
$790K - $921K
|
10.3K
$838K
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
9.84K+ 8.51% |
$751K - $876K
|
125K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
9.67K+ 4.84% |
$738K - $861K
|
209K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
9.49K+ 9.2% |
$725K - $845K
|
113K
$9.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
9.33KNew |
$712K - $831K
|
9.33K
$756K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.06K+ 8.49% |
$692K - $807K
|
116K
$9.38M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
9.05KNew |
$691K - $806K
|
9.05K
$733K
|