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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-416- 6.17% |
$28.9K - $35.9K
|
6.32K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-420- 0.64% |
$29.2K - $36.2K
|
65.7K
$5.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-421- 4.56% |
$29.3K - $36.3K
|
8.82K
$706K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-423- 1.13% |
$29.4K - $36.5K
|
37.2K
$2.97M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-428- 6.49% |
$29.8K - $36.9K
|
6.17K
$494K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-439- 0.42% |
$30.5K - $37.8K
|
105K
$8.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-454- 11.15% |
$31.6K - $39.1K
|
3.62K
$290K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-466- 1.62% |
$32.4K - $40.2K
|
28.2K
$2.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-467- 0.61% |
$32.5K - $40.3K
|
76.4K
$6.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-477- 7.64% |
$33.2K - $41.1K
|
5.77K
$462K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-480- 0.08% |
$33.4K - $41.4K
|
568K
$45.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-493- 7.67% |
$34.3K - $42.5K
|
5.93K
$475K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-497- 3.54% |
$34.6K - $42.8K
|
13.6K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-519- 23.67% |
$36.1K - $44.7K
|
1.67K
$134K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-521- 5.18% |
$36.2K - $44.9K
|
9.54K
$763K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-542- 13.09% |
$37.7K - $46.7K
|
3.6K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-563- 10.02% |
$39.2K - $48.5K
|
5.06K
$405K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-572- 7.78% |
$39.8K - $49.3K
|
6.78K
$543K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-577- 9.71% |
$40.1K - $49.7K
|
5.36K
$429K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-580- 5.04% |
$40.3K - $50K
|
10.9K
$875K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-600- 56.98% |
$41.7K - $51.7K
|
453
$36.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-718- 19.82% |
$49.9K - $61.9K
|
2.91K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-728- 18.81% |
$50.6K - $62.7K
|
3.14K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-734- 30.08% |
$51.1K - $63.3K
|
1.71K
$137K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-754- 24.58% |
$52.4K - $65K
|
2.31K
$185K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-780- 4.54% |
$54.3K - $67.2K
|
16.4K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-797- 1.67% |
$55.4K - $68.7K
|
46.9K
$3.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-816- 14.52% |
$56.8K - $70.3K
|
4.8K
$384K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-817- 3.34% |
$56.8K - $70.4K
|
23.7K
$1.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-842- 8.33% |
$58.6K - $72.6K
|
9.26K
$742K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-845- 3.08% |
$58.8K - $72.8K
|
26.6K
$2.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-884- 11.01% |
$61.5K - $76.2K
|
7.15K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-900- 14.02% |
$62.6K - $77.6K
|
5.52K
$442K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-952- 6.15% |
$66.2K - $82.1K
|
14.5K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-960- 2.12% |
$66.8K - $82.7K
|
44.3K
$3.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-981- 57.84% |
$68.2K - $84.6K
|
715
$57.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-984- 4.52% |
$68.4K - $84.8K
|
20.8K
$1.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.04K- 12.26% |
$72K - $89.2K
|
7.41K
$593K
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.05K- 14.6% |
$72.8K - $90.2K
|
6.12K
$490K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.05K- 12.07% |
$72.8K - $90.2K
|
7.63K
$611K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.09K- 12.38% |
$75.7K - $93.8K
|
7.7K
$617K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.12K- 20.52% |
$77.6K - $96.1K
|
4.32K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.14K- 4.76% |
$79.2K - $98.2K
|
22.8K
$1.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.23K- 2.93% |
$85.2K - $106K
|
40.6K
$3.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.24K- 8.45% |
$86.1K - $107K
|
13.4K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-1.24K- 15.22% |
$86.3K - $107K
|
6.91K
$553K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.26K- 6.7% |
$87.9K - $109K
|
17.6K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.28K- 1.07% |
$89.3K - $111K
|
119K
$9.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.31K- 16.24% |
$91.1K - $113K
|
6.75K
$540K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.32K- 1.2% |
$92K - $114K
|
109K
$8.73M
|