Purchases and Sales Made in Q4 2024 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
233K+ 398.39% |
$17.4M - $21.3M
|
291K
$24M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
227KNew |
$17M - $20.7M
|
227K
$18.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
162KNew |
$12.1M - $14.8M
|
162K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
125K+ 23.18% |
$9.38M - $11.4M
|
665K
$54.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
38.6KNew |
$2.89M - $3.52M
|
38.6K
$3.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
21.6K+ 630.34% |
$1.62M - $1.97M
|
25K
$2.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
21.5KNew |
$1.61M - $1.96M
|
21.5K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
18.6KNew |
$1.4M - $1.7M
|
18.6K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
18.5K+ 8.82% |
$1.39M - $1.69M
|
229K
$18.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
12.9K+ 135.62% |
$969K - $1.18M
|
22.5K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
9.97KNew |
$746K - $909K
|
9.97K
$822K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
8.17K+ 46.72% |
$612K - $746K
|
25.7K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
8.03KNew |
$601K - $732K
|
8.03K
$662K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.35K+ 29.42% |
$401K - $488K
|
23.5K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
4.83K+ 4.82% |
$362K - $441K
|
105K
$8.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
3.46K+ 112.4% |
$259K - $316K
|
6.54K
$540K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.39K+ 53.69% |
$254K - $309K
|
9.7K
$799K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
2.92KNew |
$219K - $266K
|
2.92K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
2.9KNew |
$217K - $265K
|
2.9K
$239K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.59K+ 57.3% |
$194K - $236K
|
7.11K
$586K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.22K+ 5.12% |
$167K - $203K
|
45.6K
$3.76M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2K+ 22.47% |
$150K - $183K
|
10.9K
$899K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.84KNew |
$138K - $168K
|
1.84K
$152K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.56K+ 114.24% |
$117K - $143K
|
2.93K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.27KNew |
$95.2K - $116K
|
1.27K
$105K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.18K+ 19.91% |
$88.2K - $107K
|
7.09K
$585K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.14KNew |
$85.6K - $104K
|
1.14K
$94.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
1.09K+ 4.38% |
$81.7K - $99.5K
|
26K
$2.14M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
690+ 3.78% |
$51.7K - $63K
|
18.9K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
660+ 8.83% |
$49.4K - $60.2K
|
8.14K
$671K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
596New |
$44.6K - $54.4K
|
596
$49.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
566+ 1.5% |
$42.4K - $51.7K
|
38.3K
$3.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
536+ 12.74% |
$40.2K - $48.9K
|
4.74K
$391K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
524+ 19.07% |
$39.3K - $47.8K
|
3.27K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
493+ 6.41% |
$36.9K - $45K
|
8.19K
$675K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
492+ 1.54% |
$36.9K - $44.9K
|
32.4K
$2.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
490+ 14.24% |
$36.7K - $44.7K
|
3.93K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
489+ 2.06% |
$36.6K - $44.6K
|
24.2K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
448+ 0.41% |
$33.6K - $40.9K
|
110K
$9.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
397+ 5.32% |
$29.7K - $36.2K
|
7.87K
$649K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
353+ 9.22% |
$26.4K - $32.2K
|
4.18K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
314+ 9.0% |
$23.5K - $28.7K
|
3.8K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
301+ 10.1% |
$22.5K - $27.5K
|
3.28K
$271K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
261+ 8.0% |
$19.6K - $23.8K
|
3.52K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
254+ 1.41% |
$19K - $23.2K
|
18.3K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
248New |
$18.6K - $22.6K
|
248
$20.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
230New |
$17.2K - $21K
|
230
$19K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
228+ 2.47% |
$17.1K - $20.8K
|
9.48K
$781K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
219+ 1.26% |
$16.4K - $20K
|
17.6K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
200New |
$15K - $18.3K
|
200
$16.5K
|