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
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
8.49KNew |
$648K - $756K
|
8.49K
$688K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8.37K+ 251.2% |
$639K - $745K
|
11.7K
$947K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
8.05K+ 16.35% |
$615K - $717K
|
57.3K
$4.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.94K+ 3.47% |
$606K - $707K
|
237K
$19.2M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.91K+ 9.6% |
$604K - $705K
|
90.3K
$7.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.45K+ 254.04% |
$569K - $663K
|
10.4K
$841K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
7.35KNew |
$561K - $655K
|
7.35K
$595K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.15K+ 7.05% |
$546K - $637K
|
109K
$8.79M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
6.94KNew |
$530K - $618K
|
6.94K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.74KNew |
$514K - $600K
|
6.74K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
6.7KNew |
$511K - $596K
|
6.7K
$542K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.5K+ 11.39% |
$496K - $578K
|
63.6K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.34KNew |
$484K - $565K
|
6.34K
$513K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.31K+ 80.81% |
$482K - $562K
|
14.1K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6.21KNew |
$474K - $553K
|
6.21K
$503K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.14KNew |
$469K - $547K
|
6.14K
$497K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
6.14KNew |
$469K - $547K
|
6.14K
$497K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.02K+ 46.31% |
$459K - $536K
|
19K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.91K+ 1.94% |
$451K - $526K
|
310K
$25.1M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.82K+ 10.05% |
$444K - $518K
|
63.7K
$5.16M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.76K+ 8.04% |
$439K - $512K
|
77.3K
$6.26M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.75K+ 164.31% |
$439K - $512K
|
9.25K
$749K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.75KNew |
$439K - $512K
|
5.75K
$466K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
5.71KNew |
$436K - $509K
|
5.71K
$462K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.6K+ 19.2% |
$428K - $499K
|
34.8K
$2.82M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
5.58KNew |
$426K - $496K
|
5.58K
$451K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.46K+ 9.73% |
$417K - $486K
|
61.6K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
5.46KNew |
$417K - $486K
|
5.46K
$442K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.46K+ 12.48% |
$417K - $486K
|
49.2K
$3.98M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.41KNew |
$413K - $482K
|
5.41K
$438K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
5.37KNew |
$410K - $478K
|
5.37K
$435K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
5.16KNew |
$394K - $460K
|
5.16K
$418K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
5.16KNew |
$394K - $460K
|
5.16K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
5.14K+ 15.78% |
$392K - $458K
|
37.7K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.09K+ 18.89% |
$389K - $454K
|
32.1K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.09KNew |
$388K - $453K
|
5.09K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.06K+ 7.07% |
$386K - $450K
|
76.6K
$6.2M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
4.97K+ 4.87% |
$379K - $442K
|
107K
$8.66M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.92KNew |
$376K - $438K
|
4.92K
$398K
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.76K+ 10.39% |
$363K - $424K
|
50.6K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
4.63K+ 8.05% |
$353K - $412K
|
62K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.58K+ 213.06% |
$350K - $408K
|
6.73K
$545K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
4.31K+ 4.1% |
$329K - $384K
|
109K
$8.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.19K+ 3.59% |
$320K - $373K
|
121K
$9.78M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
4.08K+ 8.01% |
$312K - $364K
|
55.1K
$4.46M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.04K+ 5.61% |
$308K - $360K
|
76K
$6.16M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.9K+ 58.8% |
$298K - $348K
|
10.5K
$854K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3.9K+ 19.5% |
$298K - $347K
|
23.9K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
3.87KNew |
$295K - $345K
|
3.87K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.8KNew |
$290K - $338K
|
3.8K
$308K
|