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
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.4KNew |
$183K - $213K
|
2.4K
$194K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.23KNew |
$170K - $198K
|
2.23K
$180K
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.23KNew |
$170K - $198K
|
2.23K
$180K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
2.22K+ 0.56% |
$170K - $198K
|
400K
$32.4M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.19K+ 2.43% |
$167K - $195K
|
92K
$7.45M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.16KNew |
$165K - $193K
|
2.16K
$175K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.14K+ 30.14% |
$163K - $190K
|
9.23K
$747K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.12KNew |
$162K - $189K
|
2.12K
$172K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 13.96% |
$154K - $180K
|
16.5K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
2KNew |
$153K - $178K
|
2K
$162K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.95K+ 19.92% |
$148K - $173K
|
11.7K
$948K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.94K+ 6.61% |
$148K - $172K
|
31.2K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
1.93K+ 2.74% |
$148K - $172K
|
72.4K
$5.86M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.84K+ 3.36% |
$140K - $163K
|
56.4K
$4.57M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.73K+ 2.36% |
$132K - $154K
|
75K
$6.07M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.68K+ 568.58% |
$128K - $150K
|
1.98K
$160K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 26.0% |
$127K - $148K
|
8.05K
$652K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.63K+ 1.23% |
$125K - $145K
|
135K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.57K+ 62.58% |
$120K - $140K
|
4.08K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.53K+ 39.33% |
$117K - $137K
|
5.43K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.52K+ 15.63% |
$116K - $135K
|
11.2K
$910K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.52KNew |
$116K - $135K
|
1.52K
$123K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.46K+ 24.06% |
$111K - $130K
|
7.5K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.43KNew |
$109K - $127K
|
1.43K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.43K+ 21.24% |
$109K - $127K
|
8.14K
$659K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.42K+ 19.33% |
$109K - $127K
|
8.79K
$712K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.27K+ 470.11% |
$97.3K - $113K
|
1.55K
$125K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.26K+ 5.45% |
$96.5K - $113K
|
24.4K
$1.98M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.24K+ 39.84% |
$94.9K - $111K
|
4.36K
$353K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.22K+ 203.86% |
$92.8K - $108K
|
1.81K
$147K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.2K+ 1.51% |
$91.6K - $107K
|
80.5K
$6.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.18KNew |
$89.7K - $105K
|
1.18K
$95.1K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.13K+ 3.92% |
$86.6K - $101K
|
30K
$2.43M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11K+ 63.3% |
$84.8K - $98.9K
|
2.87K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.11K+ 6.31% |
$84.7K - $98.8K
|
18.7K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 18.82% |
$81.5K - $95K
|
6.74K
$545K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.07K+ 16.07% |
$81.4K - $94.9K
|
7.7K
$623K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.06K+ 23.63% |
$80.8K - $94.3K
|
5.54K
$449K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
1.04K+ 0.58% |
$79.6K - $92.9K
|
180K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.01K+ 14.92% |
$77.2K - $90K
|
7.79K
$630K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
948+ 18.99% |
$72.4K - $84.4K
|
5.94K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
931+ 28.25% |
$71.1K - $82.9K
|
4.23K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
928+ 10.68% |
$70.8K - $82.6K
|
9.62K
$779K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
924+ 12.88% |
$70.5K - $82.3K
|
8.1K
$656K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
919+ 21.99% |
$70.2K - $81.8K
|
5.1K
$413K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
907+ 27.11% |
$69.2K - $80.8K
|
4.25K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
873+ 4.82% |
$66.6K - $77.7K
|
19K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
854+ 2.91% |
$65.2K - $76K
|
30.2K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
850+ 5.81% |
$64.9K - $75.7K
|
15.5K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
844+ 13.1% |
$64.4K - $75.1K
|
7.29K
$590K
|