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 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.34K- 17.46% |
$93.5K - $116K
|
6.36K
$509K
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1.37K- 1.36% |
$95K - $118K
|
99.4K
$7.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.4K- 16.09% |
$97K - $120K
|
7.28K
$583K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.48K- 6.0% |
$103K - $128K
|
23.2K
$1.86M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-1.56K- 30.12% |
$108K - $134K
|
3.61K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.61K- 88.56% |
$112K - $139K
|
208
$16.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.63K- 4.55% |
$114K - $141K
|
34.3K
$2.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.74K- 9.31% |
$121K - $150K
|
16.9K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.8K- 1.85% |
$125K - $155K
|
95.4K
$7.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.81K- 6.88% |
$126K - $156K
|
24.5K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.82K- 4.77% |
$127K - $157K
|
36.4K
$2.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-1.84K- 65.65% |
$128K - $158K
|
960
$76.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.85K- 22.97% |
$129K - $159K
|
6.2K
$496K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.87K- 20.26% |
$130K - $161K
|
7.36K
$589K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.06K- 30.87% |
$143K - $177K
|
4.6K
$368K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.13K- 13.14% |
$148K - $183K
|
14.1K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.13K- 3.88% |
$148K - $184K
|
52.8K
$4.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.48K- 20.53% |
$172K - $213K
|
9.59K
$768K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-2.48K- 34.88% |
$173K - $214K
|
4.63K
$371K
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.5K- 3.78% |
$174K - $215K
|
63.7K
$5.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.52K- 14.98% |
$176K - $218K
|
14.3K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-2.58KClosed |
$179K - $222K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.67K- 42.11% |
$186K - $230K
|
3.67K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.69K- 7.68% |
$187K - $232K
|
32.4K
$2.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.74K- 8.66% |
$191K - $236K
|
28.9K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.75K- 7.23% |
$191K - $237K
|
35.3K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.76K- 8.61% |
$192K - $238K
|
29.3K
$2.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-2.78K- 16.79% |
$194K - $240K
|
13.8K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-2.89K- 0.64% |
$201K - $249K
|
452K
$36.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.97K- 2.65% |
$207K - $256K
|
109K
$8.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3.04K- 16.64% |
$212K - $262K
|
15.2K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-3.06K- 10.93% |
$213K - $263K
|
24.9K
$1.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.13K- 12.79% |
$217K - $269K
|
21.3K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.3K- 2.4% |
$230K - $284K
|
134K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.56K- 9.7% |
$248K - $307K
|
33.2K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.58K- 12.68% |
$249K - $309K
|
24.7K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.82K- 3.3% |
$266K - $329K
|
112K
$8.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-3.83K- 20.14% |
$266K - $330K
|
15.2K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-3.95K- 4.46% |
$274K - $340K
|
84.5K
$6.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-4.16K- 7.56% |
$289K - $359K
|
50.9K
$4.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.21K- 7.21% |
$293K - $363K
|
54.2K
$4.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-4.49K- 7.84% |
$313K - $387K
|
52.8K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.86K- 3.86% |
$338K - $419K
|
121K
$9.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.99K- 62.78% |
$347K - $430K
|
2.96K
$237K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-5.06K- 6.6% |
$352K - $436K
|
71.6K
$5.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-5.26K- 9.42% |
$366K - $454K
|
50.6K
$4.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5.53K- 97.05% |
$385K - $477K
|
168
$13.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.63K- 6.26% |
$391K - $485K
|
84.2K
$6.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.73K- 8.69% |
$399K - $494K
|
60.2K
$4.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.43K- 15.04% |
$447K - $554K
|
36.3K
$2.91M
|