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 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33K+ 902.27% |
$2.29M - $2.84M
|
36.6K
$2.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
30.7K+ 28.73% |
$2.14M - $2.65M
|
138K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
29.3K+ 15.91% |
$2.03M - $2.52M
|
213K
$17.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
28.9KNew |
$2.01M - $2.49M
|
28.9K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
28.5K+ 26.53% |
$1.98M - $2.46M
|
136K
$10.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
28.5K+ 22.8% |
$1.98M - $2.46M
|
154K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28.2K+ 14.09% |
$1.96M - $2.43M
|
228K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
27.5KNew |
$1.91M - $2.37M
|
27.5K
$2.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
27.1KNew |
$1.89M - $2.34M
|
27.1K
$2.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
26.5K+ 248.68% |
$1.84M - $2.28M
|
37.1K
$2.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
24.1K+ 4.57% |
$1.67M - $2.07M
|
551K
$44.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
23.3K+ 187.87% |
$1.62M - $2.01M
|
35.8K
$2.86M
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
21.9K+ 36.41% |
$1.52M - $1.88M
|
81.9K
$6.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
21.8K+ 7.46% |
$1.52M - $1.88M
|
314K
$25.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
19.6KNew |
$1.37M - $1.69M
|
19.6K
$1.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
19.6K+ 14.31% |
$1.37M - $1.69M
|
157K
$12.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
BUY
|
- |
19.4K+ 15.48% |
$1.35M - $1.67M
|
145K
$11.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
18.8K+ 31.52% |
$1.31M - $1.62M
|
78.6K
$6.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
18.7KNew |
$1.3M - $1.61M
|
18.7K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
17K+ 2.87% |
$1.18M - $1.46M
|
609K
$48.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
16.7K+ 11.57% |
$1.16M - $1.44M
|
161K
$12.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
15.5KNew |
$1.08M - $1.34M
|
15.5K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
14KNew |
$975K - $1.21M
|
14K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
14K+ 164.39% |
$971K - $1.2M
|
22.4K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.6K+ 35.09% |
$946K - $1.17M
|
52.4K
$4.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
13.5KNew |
$936K - $1.16M
|
13.5K
$1.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.9K+ 26.16% |
$895K - $1.11M
|
62K
$4.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.2K+ 5.17% |
$851K - $1.06M
|
249K
$19.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
12KNew |
$837K - $1.04M
|
12K
$964K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
11.9K+ 45.44% |
$826K - $1.02M
|
38K
$3.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
11.4K+ 244.12% |
$794K - $984K
|
16.1K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
10.8KNew |
$754K - $934K
|
10.8K
$868K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
10.6K+ 129.84% |
$739K - $916K
|
18.8K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.76K+ 113.24% |
$679K - $841K
|
18.4K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
9.5K+ 2.0% |
$661K - $819K
|
484K
$38.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
9.42K+ 4.55% |
$655K - $811K
|
216K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.41K+ 64.3% |
$654K - $811K
|
24K
$1.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
8.45K+ 5.29% |
$588K - $728K
|
168K
$13.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
8.27KNew |
$575K - $713K
|
8.27K
$662K
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
8.23K+ 111.96% |
$572K - $709K
|
15.6K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
8.17K+ 152.08% |
$568K - $704K
|
13.5K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
BUY
|
- |
7.82K+ 117.76% |
$544K - $674K
|
14.5K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
7.74K+ 4.67% |
$538K - $667K
|
173K
$13.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
7.47K+ 19.81% |
$520K - $644K
|
45.2K
$3.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
6.92K+ 205.98% |
$481K - $596K
|
10.3K
$823K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
6.91K+ 28.78% |
$481K - $595K
|
30.9K
$2.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
6.85K+ 6.68% |
$476K - $590K
|
109K
$8.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
6.46K+ 51.47% |
$449K - $556K
|
19K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
6.31K+ 58.91% |
$439K - $544K
|
17K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.12KNew |
$425K - $527K
|
6.12K
$490K
|