Institutional Ownership Principal Fds Principal Invt G (IG)
This table provides information about the institutional ownership of Principal Fds Principal Invt G (IG). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 8.06 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,108,813
shares
|
$64.8 Million
1.08% of portfolio
|
Q3 2025
Added 21.53%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,997,001
shares
|
$62.5 Million
0.02% of portfolio
|
Q3 2025
Added 23.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
863,109
shares
|
$18 Million
0.01% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
584,981
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
194,883
shares
|
$4.07 Million
0.59% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
69,645
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
51,457
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 63.12%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
47,103
shares
|
$982,568
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
35,307
shares
|
$736,504
0.0% of portfolio
|
Q3 2025
Added 27.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
27,169
shares
|
$566,745
0.0% of portfolio
|
Q3 2025
Added 55.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
20,995
shares
|
$437,955
0.0% of portfolio
|
Q3 2025
Reduced 49.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,456
shares
|
$343,272
0.0% of portfolio
|
Q3 2024
Added 56.72%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
12,401
shares
|
$258,684
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,762
shares
|
$245,355
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
9,085
shares
|
$189,513
0.0% of portfolio
|
Q3 2025
Reduced 25.93%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,870
shares
|
$80,728
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,637
shares
|
$55,007
0.0% of portfolio
|
Q3 2025
Added 18.94%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,523
shares
|
$31,769
0.0% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,300
shares
|
$27,118
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$20,860
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
8
shares
|
$166
0.0% of portfolio
|
Q3 2025
Reduced 97.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$20
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|