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 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-5- 0.17% |
$348 - $431
|
2.91K
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12- 0.19% |
$835 - $1.03K
|
6.23K
$504K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.52% |
$974 - $1.21K
|
2.67K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 8.33% |
$1.04K - $1.29K
|
165
$13.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 4.69% |
$1.39K - $1.72K
|
406
$32.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-22- 0.8% |
$1.53K - $1.9K
|
2.72K
$220K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-23- 0.37% |
$1.6K - $1.98K
|
6.18K
$501K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-27- 0.6% |
$1.88K - $2.33K
|
4.46K
$361K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-42- 19.81% |
$2.92K - $3.62K
|
170
$13.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-45- 54.22% |
$3.13K - $3.88K
|
38
$3.08K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-62- 20.6% |
$4.31K - $5.34K
|
239
$19.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-70- 1.29% |
$4.87K - $6.03K
|
5.34K
$432K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-102- 4.01% |
$7.1K - $8.79K
|
2.44K
$198K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-105- 3.85% |
$7.3K - $9.05K
|
2.62K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-146- 1.31% |
$10.2K - $12.6K
|
11K
$887K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-223- 7.17% |
$15.5K - $19.2K
|
2.89K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-230- 4.05% |
$16K - $19.8K
|
5.44K
$441K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-232- 1.16% |
$16.1K - $20K
|
19.7K
$1.6M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-341- 41.74% |
$23.7K - $29.4K
|
476
$38.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-367- 7.2% |
$25.5K - $31.6K
|
4.73K
$383K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-402- 26.02% |
$28K - $34.6K
|
1.14K
$92.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-519- 23.67% |
$36.1K - $44.7K
|
1.67K
$136K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-521- 5.18% |
$36.2K - $44.9K
|
9.54K
$772K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-542- 13.09% |
$37.7K - $46.7K
|
3.6K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-563- 10.02% |
$39.2K - $48.5K
|
5.06K
$410K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-718- 19.82% |
$49.9K - $61.9K
|
2.91K
$235K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-754- 24.58% |
$52.4K - $65K
|
2.31K
$187K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-884- 11.01% |
$61.5K - $76.2K
|
7.15K
$579K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-1.24K- 15.22% |
$86.3K - $107K
|
6.91K
$559K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.28K- 1.07% |
$89.3K - $111K
|
119K
$9.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.34K- 17.46% |
$93.5K - $116K
|
6.36K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.48K- 6.0% |
$103K - $128K
|
23.2K
$1.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-1.84K- 65.65% |
$128K - $158K
|
960
$77.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.74K- 8.66% |
$191K - $236K
|
28.9K
$2.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5.53K- 97.05% |
$385K - $477K
|
168
$13.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-87.4K- 59.01% |
$6.08M - $7.54M
|
60.7K
$4.92M
|