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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
282+ 7.84% |
$21.5K - $25.1K
|
3.88K
$314K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
277+ 2.75% |
$21.1K - $24.7K
|
10.4K
$839K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
274+ 1.91% |
$20.9K - $24.4K
|
14.6K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
272+ 9.48% |
$20.8K - $24.2K
|
3.14K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
258+ 4.31% |
$19.7K - $23K
|
6.24K
$505K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
249New |
$19K - $22.2K
|
249
$20.2K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
240+ 10.91% |
$18.3K - $21.4K
|
2.44K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
235+ 3.4% |
$17.9K - $20.9K
|
7.15K
$579K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
231New |
$17.6K - $20.6K
|
231
$18.7K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
226New |
$17.3K - $20.1K
|
226
$18.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
222New |
$16.9K - $19.8K
|
222
$18K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
202+ 3.24% |
$15.4K - $18K
|
6.43K
$520K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
198+ 0.99% |
$15.1K - $17.6K
|
20.1K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
197+ 3.9% |
$15K - $17.5K
|
5.25K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
197New |
$15K - $17.5K
|
197
$16K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
190New |
$14.5K - $16.9K
|
190
$15.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
178+ 10.95% |
$13.6K - $15.8K
|
1.8K
$146K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
169New |
$12.9K - $15K
|
169
$13.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
167+ 32.3% |
$12.7K - $14.9K
|
684
$55.4K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
156+ 273.68% |
$11.9K - $13.9K
|
213
$17.2K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
154+ 12.56% |
$11.8K - $13.7K
|
1.38K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
153New |
$11.7K - $13.6K
|
153
$12.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
150+ 4.7% |
$11.5K - $13.4K
|
3.34K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
144+ 3.91% |
$11K - $12.8K
|
3.83K
$310K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
143+ 3.64% |
$10.9K - $12.7K
|
4.07K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
139+ 0.51% |
$10.6K - $12.4K
|
27.5K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
138+ 25.56% |
$10.5K - $12.3K
|
678
$54.9K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
126+ 23.82% |
$9.62K - $11.2K
|
655
$53K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
122+ 40.13% |
$9.31K - $10.9K
|
426
$34.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
121+ 4.03% |
$9.24K - $10.8K
|
3.12K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
121New |
$9.24K - $10.8K
|
121
$9.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
120+ 134.83% |
$9.16K - $10.7K
|
209
$16.9K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
119+ 0.51% |
$9.08K - $10.6K
|
23.6K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
117New |
$8.93K - $10.4K
|
117
$9.47K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
110+ 0.61% |
$8.4K - $9.79K
|
18.1K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
110+ 2.08% |
$8.4K - $9.79K
|
5.41K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
108+ 3.71% |
$8.24K - $9.62K
|
3.02K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
106+ 0.36% |
$8.09K - $9.44K
|
29.3K
$2.37M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
104+ 17.99% |
$7.94K - $9.26K
|
682
$55.2K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
103New |
$7.86K - $9.17K
|
103
$8.34K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
101New |
$7.71K - $8.99K
|
101
$8.18K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
100+ 526.32% |
$7.63K - $8.9K
|
119
$9.64K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
98+ 70.0% |
$7.48K - $8.73K
|
238
$19.3K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
91+ 1.88% |
$6.95K - $8.1K
|
4.94K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
90New |
$6.87K - $8.01K
|
90
$7.29K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
75+ 14.62% |
$5.73K - $6.68K
|
588
$47.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
72+ 2.46% |
$5.5K - $6.41K
|
3K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
71+ 0.9% |
$5.42K - $6.32K
|
7.94K
$643K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
65New |
$4.96K - $5.79K
|
65
$5.26K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
63+ 5.07% |
$4.81K - $5.61K
|
1.31K
$106K
|