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 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.04K+ 2.67% |
$420K - $521K
|
233K
$18.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
5.84K+ 0.11% |
$406K - $503K
|
5.49M
$439M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
5.66K+ 237.97% |
$394K - $488K
|
8.04K
$644K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.4K+ 18.3% |
$376K - $466K
|
34.9K
$2.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.06KNew |
$352K - $436K
|
5.06K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
4.9KNew |
$341K - $422K
|
4.9K
$392K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.87KNew |
$339K - $420K
|
4.87K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.73KNew |
$329K - $407K
|
4.73K
$378K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.72KNew |
$328K - $407K
|
4.72K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.71K+ 20.19% |
$328K - $406K
|
28K
$2.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
4.7K+ 28.48% |
$327K - $405K
|
21.2K
$1.7M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.69K+ 8.96% |
$326K - $404K
|
57.1K
$4.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.69KNew |
$326K - $404K
|
4.69K
$375K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.56K+ 67.72% |
$317K - $393K
|
11.3K
$904K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.54K+ 96.93% |
$316K - $391K
|
9.22K
$739K
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
4.46KNew |
$310K - $384K
|
4.46K
$357K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.28K+ 98.01% |
$297K - $369K
|
8.64K
$692K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.25K+ 1.37% |
$296K - $366K
|
314K
$25.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
4.24K+ 5.85% |
$295K - $365K
|
76.7K
$6.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.21KNew |
$293K - $363K
|
4.21K
$337K
|
|
|
Aug 13, 2025
Q2 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
4.2K+ 8.79% |
$292K - $362K
|
52K
$4.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
4.15KNew |
$289K - $358K
|
4.15K
$332K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.12K+ 1.97% |
$287K - $355K
|
214K
$17.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
3.97KNew |
$276K - $342K
|
3.97K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.91KNew |
$272K - $337K
|
3.91K
$313K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.74KNew |
$260K - $322K
|
3.74K
$300K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.62KNew |
$252K - $312K
|
3.62K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
3.59K+ 2.69% |
$250K - $310K
|
137K
$11M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3.58K+ 4.78% |
$249K - $309K
|
78.6K
$6.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.57K+ 26.32% |
$248K - $307K
|
17.1K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.53K+ 11.36% |
$245K - $304K
|
34.6K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.4K+ 0.43% |
$236K - $293K
|
789K
$63.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.3K+ 2.69% |
$230K - $284K
|
126K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.28K+ 22.51% |
$228K - $283K
|
17.9K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
3.27K+ 2.99% |
$228K - $282K
|
113K
$9.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.21K+ 7.01% |
$223K - $277K
|
49K
$3.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.18K+ 9.13% |
$221K - $274K
|
38K
$3.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.15KNew |
$219K - $272K
|
3.15K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.15K+ 13.08% |
$219K - $271K
|
27.2K
$2.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
3.06K+ 0.77% |
$213K - $264K
|
400K
$32M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.02K+ 44.13% |
$210K - $261K
|
9.88K
$791K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3KNew |
$209K - $258K
|
3K
$240K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.95KNew |
$205K - $255K
|
2.95K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.9KNew |
$202K - $250K
|
2.9K
$232K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.85KNew |
$198K - $246K
|
2.85K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.85KNew |
$198K - $245K
|
2.85K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.84K+ 9.47% |
$198K - $245K
|
32.9K
$2.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.83K+ 27.3% |
$197K - $244K
|
13.2K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.79KNew |
$194K - $241K
|
2.79K
$223K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.71K+ 102.3% |
$188K - $233K
|
5.36K
$429K
|