Latest Institutional Transactions on Principal Financial Group Inc (PFG)
This table provides information on the latest institutional transactions involving Principal Financial Group Inc (PFG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-92- 3.76% |
$7.21K - $7.84K
|
2.35K
$199K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.08% |
$314 - $341
|
4.79K
$404K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.23K+ 2.39% |
$96.4K - $105K
|
52.7K
$4.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
279+ 8.44% |
$21.9K - $23.8K
|
3.58K
$303K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
47+ 0.25% |
$3.68K - $4.01K
|
19K
$1.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-77- 2.71% |
$6.04K - $6.57K
|
2.77K
$234K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-4.45K- 40.83% |
$349K - $379K
|
6.45K
$545K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
32+ 0.62% |
$2.51K - $2.73K
|
5.2K
$439K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.53% |
$470 - $512
|
1.13K
$95.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-130- 45.14% |
$10.2K - $11.1K
|
158
$13.3K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
11.3KNew |
$887K - $965K
|
11.3K
$956K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.16KNew |
$90.8K - $98.7K
|
1.16K
$97.8K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-690K- 98.86% |
$54.1M - $58.8M
|
7.92K
$669K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
236K+ 2878.11% |
$18.5M - $20.2M
|
245K
$20.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
413+ 3754.55% |
$32.4K - $35.2K
|
424
$35.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
11K+ 22.39% |
$858K - $934K
|
59.9K
$5.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
92+ 3.66% |
$7.21K - $7.84K
|
2.61K
$220K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.54KNew |
$278K - $302K
|
3.54K
$299K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.2K+ 47.26% |
$1.27M - $1.38M
|
50.4K
$4.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-906- 18.97% |
$71K - $77.2K
|
3.87K
$327K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-44- 3.62% |
$3.45K - $3.75K
|
1.17K
$99.1K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
239+ 87.87% |
$18.7K - $20.4K
|
511
$43.2K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-318- 10.12% |
$24.9K - $27.1K
|
2.82K
$239K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 44.44% |
$627 - $682
|
26
$2.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
346+ 8.74% |
$27.1K - $29.5K
|
4.31K
$364K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.28K+ 38.64% |
$257K - $280K
|
11.8K
$995K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
5New |
$392 - $426
|
5
$422
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
212+ 3.88% |
$16.6K - $18.1K
|
5.68K
$479K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
78+ 4.95% |
$6.11K - $6.65K
|
1.65K
$140K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 13.43% |
$4.94K - $5.37K
|
532
$44.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-437- 3.08% |
$34.3K - $37.3K
|
13.7K
$1.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-27- 0.83% |
$2.12K - $2.3K
|
3.23K
$273K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
62+ 0.6% |
$4.86K - $5.29K
|
10.4K
$876K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
14.2K+ 315.56% |
$1.11M - $1.21M
|
18.7K
$1.58M
|
|
|
Jan 06, 2026
Q4 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-76- 0.7% |
$5.96K - $6.48K
|
10.7K
$908K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
167+ 4.79% |
$13.1K - $14.2K
|
3.65K
$309K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-298- 9.03% |
$23.4K - $25.4K
|
3K
$254K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.74K- 11.3% |
$215K - $234K
|
21.5K
$1.82M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.64K+ 28.16% |
$128K - $139K
|
7.45K
$629K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-7- 0.25% |
$549 - $597
|
2.78K
$235K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.6K+ 25.77% |
$125K - $136K
|
7.79K
$658K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.28K+ 7.7% |
$96.5K - $106K
|
17.9K
$1.51M
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
248+ 2.31% |
$18.7K - $20.6K
|
11K
$926K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 5.07% |
$37.8K - $41.5K
|
9.35K
$790K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-162- 2.03% |
$12.2K - $13.4K
|
7.81K
$660K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
231+ 2.78% |
$17.4K - $19.2K
|
8.53K
$721K
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-7.66K- 6.42% |
$579K - $635K
|
112K
$9.43M
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
7+ 0.23% |
$529 - $581
|
2.99K
$252K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
21.5KNew |
$1.63M - $1.79M
|
21.5K
$1.82M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
128New |
$9.67K - $10.6K
|
128
$10.8K
|
|