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 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
409+ 0.38% |
$28.5K - $35.3K
|
109K
$8.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
409+ 2.9% |
$28.5K - $35.3K
|
14.5K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
407+ 206.6% |
$28.3K - $35.1K
|
604
$48.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
404+ 9.26% |
$28.1K - $34.8K
|
4.77K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
403+ 32.76% |
$28K - $34.7K
|
1.63K
$131K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
395+ 17.73% |
$27.5K - $34K
|
2.62K
$210K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
390+ 5.01% |
$27.1K - $33.6K
|
8.18K
$655K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
387+ 15.72% |
$26.9K - $33.4K
|
2.85K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
379New |
$26.4K - $32.7K
|
379
$30.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
378+ 37800.0% |
$26.3K - $32.6K
|
379
$30.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
377+ 6.18% |
$26.2K - $32.5K
|
6.48K
$519K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
362+ 4.56% |
$25.2K - $31.2K
|
8.3K
$665K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
360+ 0.7% |
$25K - $31K
|
52.1K
$4.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
350+ 31.33% |
$24.3K - $30.2K
|
1.47K
$117K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
349New |
$24.3K - $30.1K
|
349
$27.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
344+ 11.48% |
$23.9K - $29.6K
|
3.34K
$267K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
336+ 10.16% |
$23.4K - $29K
|
3.64K
$292K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
331New |
$23K - $28.5K
|
331
$26.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
322+ 7.78% |
$22.4K - $27.8K
|
4.46K
$357K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
304+ 94.7% |
$21.1K - $26.2K
|
625
$50K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
297+ 5.33% |
$20.7K - $25.6K
|
5.87K
$470K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
287+ 9.5% |
$20K - $24.7K
|
3.31K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
268+ 3.75% |
$18.6K - $23.1K
|
7.41K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
267+ 0.43% |
$18.6K - $23K
|
62.3K
$4.99M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
252+ 11.65% |
$17.5K - $21.7K
|
2.42K
$193K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
250+ 163.4% |
$17.4K - $21.5K
|
403
$32.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
243+ 1.5% |
$16.9K - $20.9K
|
16.5K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
241+ 2.3% |
$16.8K - $20.8K
|
10.7K
$858K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
214+ 7.0% |
$14.9K - $18.4K
|
3.27K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
213+ 19.7% |
$14.8K - $18.4K
|
1.29K
$104K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
212+ 6.94% |
$14.7K - $18.3K
|
3.27K
$262K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
210+ 0.83% |
$14.6K - $18.1K
|
25.7K
$2.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
200New |
$13.9K - $17.2K
|
200
$16K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
200New |
$13.9K - $17.2K
|
200
$16K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
189+ 5.51% |
$13.1K - $16.3K
|
3.62K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
178+ 3.39% |
$12.4K - $15.3K
|
5.43K
$434K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
173New |
$12K - $14.9K
|
173
$13.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
171New |
$11.9K - $14.7K
|
171
$13.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
160+ 32.92% |
$11.1K - $13.8K
|
646
$51.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
160New |
$11.1K - $13.8K
|
160
$12.8K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
160+ 158.42% |
$11.1K - $13.8K
|
261
$20.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
157+ 2.37% |
$10.9K - $13.5K
|
6.78K
$543K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
156+ 2.25% |
$10.9K - $13.4K
|
7.1K
$568K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
154+ 3.97% |
$10.7K - $13.3K
|
4.04K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
151+ 9.11% |
$10.5K - $13K
|
1.81K
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
150New |
$10.4K - $12.9K
|
150
$12K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
145New |
$10.1K - $12.5K
|
145
$11.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
142+ 215.15% |
$9.88K - $12.2K
|
208
$16.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
138New |
$9.6K - $11.9K
|
138
$11K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
137+ 2.53% |
$9.53K - $11.8K
|
5.55K
$444K
|