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
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.77K+ 6.06% |
$288K - $336K
|
66K
$5.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.56K+ 49.29% |
$272K - $317K
|
10.8K
$872K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
3.56KNew |
$271K - $317K
|
3.56K
$288K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.55KNew |
$271K - $316K
|
3.55K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.49K+ 14.52% |
$266K - $311K
|
27.5K
$2.23M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
3.42K+ 16.59% |
$261K - $304K
|
24K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.4K+ 7.02% |
$259K - $302K
|
51.8K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.38K+ 7.55% |
$258K - $301K
|
48.1K
$3.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.34KNew |
$255K - $297K
|
3.34K
$270K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.31KNew |
$252K - $294K
|
3.31K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.26KNew |
$249K - $290K
|
3.26K
$264K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.22K+ 17.62% |
$246K - $287K
|
21.5K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.19KNew |
$243K - $284K
|
3.19K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.09K+ 10.11% |
$236K - $275K
|
33.7K
$2.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
3.01K+ 2.87% |
$229K - $268K
|
108K
$8.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.96KNew |
$226K - $263K
|
2.96K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.94K+ 12.58% |
$225K - $262K
|
26.3K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.93KNew |
$224K - $261K
|
2.93K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.9KNew |
$221K - $258K
|
2.9K
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.87KNew |
$219K - $255K
|
2.87K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.84K+ 8.27% |
$217K - $253K
|
37.1K
$3.01M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.8KNew |
$214K - $250K
|
2.8K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
2.8K+ 2.07% |
$213K - $249K
|
137K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.79K+ 13.58% |
$213K - $248K
|
23.3K
$1.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.71K+ 5.93% |
$207K - $241K
|
48.3K
$3.91M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.7KNew |
$206K - $240K
|
2.7K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.67KNew |
$204K - $238K
|
2.67K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.65KNew |
$202K - $236K
|
2.65K
$214K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.64KNew |
$201K - $235K
|
2.64K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.64K+ 0.87% |
$201K - $235K
|
305K
$24.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.64KNew |
$201K - $235K
|
2.64K
$214K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.64K+ 11.2% |
$201K - $235K
|
26.2K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.62K+ 8.13% |
$200K - $234K
|
34.9K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.6KNew |
$199K - $232K
|
2.6K
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
2.58KNew |
$197K - $229K
|
2.58K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.54KNew |
$194K - $227K
|
2.54K
$206K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.51K+ 1.11% |
$192K - $224K
|
230K
$18.6M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.51K+ 38.96% |
$192K - $224K
|
8.96K
$725K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
2.51K+ 9.65% |
$191K - $223K
|
28.5K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.5K+ 22.67% |
$191K - $223K
|
13.5K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.5KNew |
$191K - $223K
|
2.5K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
2.5KNew |
$191K - $223K
|
2.5K
$202K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.49K+ 5.5% |
$190K - $222K
|
47.8K
$3.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.48KNew |
$189K - $221K
|
2.48K
$201K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.48KNew |
$189K - $221K
|
2.48K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.44K+ 10.3% |
$186K - $217K
|
26.1K
$2.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$185K - $215K
|
2.42K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.41KNew |
$184K - $215K
|
2.41K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
2.41K+ 9.43% |
$184K - $214K
|
27.9K
$2.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$183K - $213K
|
2.4K
$194K
|