Purchases and Sales Made in Q2 2025 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-105- 3.85% |
$7.3K - $9.05K
|
2.62K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-105- 34.88% |
$7.3K - $9.05K
|
196
$15.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-113- 1.69% |
$7.86K - $9.74K
|
6.58K
$527K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-115- 2.5% |
$8K - $9.91K
|
4.48K
$359K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-116- 8.63% |
$8.07K - $10K
|
1.23K
$98.3K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-118- 17.4% |
$8.21K - $10.2K
|
560
$44.8K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-118- 3.47% |
$8.21K - $10.2K
|
3.29K
$263K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-121- 3.88% |
$8.42K - $10.4K
|
3K
$240K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-134- 62.91% |
$9.32K - $11.5K
|
79
$6.33K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-136- 66.67% |
$9.46K - $11.7K
|
68
$5.44K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-138- 54.55% |
$9.6K - $11.9K
|
115
$9.21K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-146- 1.31% |
$10.2K - $12.6K
|
11K
$877K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-155- 4.44% |
$10.8K - $13.4K
|
3.34K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-170- 0.01% |
$11.8K - $14.7K
|
1.47M
$118M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-182- 3.37% |
$12.7K - $15.7K
|
5.22K
$418K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-183- 2.8% |
$12.7K - $15.8K
|
6.34K
$508K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-192- 11.85% |
$13.4K - $16.5K
|
1.43K
$114K
|
|
|
Aug 12, 2025
Q2 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-208- 0.93% |
$14.5K - $17.9K
|
22.2K
$1.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-209- 2.55% |
$14.5K - $18K
|
7.97K
$638K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-210- 11.12% |
$14.6K - $18.1K
|
1.68K
$134K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-214- 6.05% |
$14.9K - $18.4K
|
3.33K
$266K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-215- 10.41% |
$15K - $18.5K
|
1.85K
$148K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-217- 74.83% |
$15.1K - $18.7K
|
73
$5.85K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-223- 7.17% |
$15.5K - $19.2K
|
2.89K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-230- 4.05% |
$16K - $19.8K
|
5.44K
$436K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-232- 1.16% |
$16.1K - $20K
|
19.7K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-237- 8.54% |
$16.5K - $20.4K
|
2.54K
$203K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-243- 0.77% |
$16.9K - $20.9K
|
31.2K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-247- 5.55% |
$17.2K - $21.3K
|
4.2K
$337K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-256- 7.67% |
$17.8K - $22.1K
|
3.08K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-261- 4.33% |
$18.2K - $22.5K
|
5.77K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-262- 3.62% |
$18.2K - $22.6K
|
6.97K
$558K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-282- 8.08% |
$19.6K - $24.3K
|
3.21K
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-300- 2.72% |
$20.9K - $25.9K
|
10.7K
$860K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 1.66% |
$20.9K - $25.9K
|
17.8K
$1.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-300- 4.63% |
$20.9K - $25.9K
|
6.19K
$495K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-305- 8.6% |
$21.2K - $26.3K
|
3.24K
$260K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-326- 5.7% |
$22.7K - $28.1K
|
5.4K
$432K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-329- 4.76% |
$22.9K - $28.4K
|
6.58K
$527K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-335- 7.91% |
$23.3K - $28.9K
|
3.9K
$312K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-341- 41.74% |
$23.7K - $29.4K
|
476
$38.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-350- 4.8% |
$24.3K - $30.2K
|
6.94K
$555K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-367- 7.2% |
$25.5K - $31.6K
|
4.73K
$379K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-389- 4.05% |
$27.1K - $33.5K
|
9.22K
$738K
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-390- 2.41% |
$27.1K - $33.6K
|
15.8K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-398- 11.52% |
$27.7K - $34.3K
|
3.06K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 3.54% |
$27.8K - $34.5K
|
10.9K
$873K
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-401- 0.58% |
$27.9K - $34.6K
|
68.6K
$5.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-402- 26.02% |
$28K - $34.6K
|
1.14K
$91.5K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-405- 4.65% |
$28.2K - $34.9K
|
8.3K
$665K
|