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
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.13K+ 10.11% |
$78.6K - $97.4K
|
12.3K
$985K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.13K+ 3.4% |
$78.6K - $97.4K
|
34.4K
$2.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 96.21% |
$77.7K - $96.3K
|
2.28K
$182K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.12K+ 26.22% |
$77.6K - $96.1K
|
5.37K
$430K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
992New |
$69K - $85.5K
|
992
$79.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Tredje Ap Fonden
|
BUY
|
- |
956+ 5.07% |
$66.5K - $82.4K
|
19.8K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
944+ 1.86% |
$65.7K - $81.4K
|
51.8K
$4.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
938New |
$65.2K - $80.8K
|
938
$75.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
930+ 14.26% |
$64.7K - $80.2K
|
7.45K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
925+ 0.86% |
$64.3K - $79.7K
|
109K
$8.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
900+ 1.41% |
$62.6K - $77.6K
|
64.6K
$5.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
875+ 2.9% |
$60.9K - $75.4K
|
31.1K
$2.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
867+ 221.74% |
$60.3K - $74.7K
|
1.26K
$101K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
865+ 10.68% |
$60.2K - $74.6K
|
8.97K
$718K
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
846+ 22.71% |
$58.8K - $72.9K
|
4.57K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
841+ 8.2% |
$58.5K - $72.5K
|
11.1K
$889K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
832+ 121.99% |
$57.9K - $71.7K
|
1.51K
$121K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
814+ 3.36% |
$56.6K - $70.2K
|
25K
$2M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
808+ 3.76% |
$56.2K - $69.6K
|
22.3K
$1.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
783+ 7.27% |
$54.5K - $67.5K
|
11.6K
$925K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
710+ 11.16% |
$49.4K - $61.2K
|
7.07K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
700+ 6.23% |
$48.7K - $60.3K
|
11.9K
$955K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
696+ 17400.0% |
$48.4K - $60K
|
700
$56K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
686+ 15.25% |
$47.7K - $59.1K
|
5.18K
$415K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
671+ 10.69% |
$46.7K - $57.8K
|
6.95K
$556K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
663+ 5.1% |
$46.1K - $57.1K
|
13.7K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
621+ 1.04% |
$43.2K - $53.5K
|
60.1K
$4.81M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
620New |
$43.1K - $53.4K
|
620
$49.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
578+ 20.96% |
$40.2K - $49.8K
|
3.34K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
578+ 2.31% |
$40.2K - $49.8K
|
25.6K
$2.05M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
565New |
$39.3K - $48.7K
|
565
$45.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
548+ 16.46% |
$38.1K - $47.2K
|
3.88K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
543+ 3.3% |
$37.8K - $46.8K
|
17K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
540+ 5.29% |
$37.6K - $46.5K
|
10.7K
$861K
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
537+ 5.65% |
$37.4K - $46.3K
|
10K
$804K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
536+ 7.14% |
$37.3K - $46.2K
|
8.04K
$644K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
529+ 2.15% |
$36.8K - $45.6K
|
25.1K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
516+ 1.97% |
$35.9K - $44.5K
|
26.7K
$2.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
495+ 0.8% |
$34.4K - $42.7K
|
62.1K
$4.97M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
492+ 8.01% |
$34.2K - $42.4K
|
6.64K
$531K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
487+ 0.99% |
$33.9K - $42K
|
49.7K
$3.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
486+ 7.54% |
$33.8K - $41.9K
|
6.93K
$555K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
483+ 10.22% |
$33.6K - $41.6K
|
5.21K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
478+ 9.96% |
$33.2K - $41.2K
|
5.28K
$423K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
473+ 229.61% |
$32.9K - $40.8K
|
679
$54.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
459+ 2.47% |
$31.9K - $39.6K
|
19K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
447New |
$31.1K - $38.5K
|
447
$35.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
433+ 1.55% |
$30.1K - $37.3K
|
28.4K
$2.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
430+ 127.22% |
$29.9K - $37.1K
|
768
$61.5K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
429+ 9.25% |
$29.8K - $37K
|
5.07K
$406K
|