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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
631+ 0.96% |
$47.7K - $52.3K
|
66.3K
$5.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-11.4K- 53.92% |
$860K - $944K
|
9.73K
$822K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
464+ 9.98% |
$35K - $38.5K
|
5.11K
$432K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
5.61K+ 1.47% |
$424K - $465K
|
388K
$32.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
2.65KNew |
$200K - $220K
|
2.65K
$224K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-4.78K- 4.81% |
$361K - $396K
|
94.6K
$7.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.98K+ 6.61% |
$150K - $165K
|
32K
$2.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-5.37K- 7.0% |
$406K - $445K
|
71.3K
$6.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
615+ 160.16% |
$46.5K - $51K
|
999
$84.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
588+ 18.19% |
$44.4K - $48.8K
|
3.82K
$323K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-74- 1.83% |
$5.59K - $6.14K
|
3.96K
$335K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
22+ 0.06% |
$1.66K - $1.82K
|
35.3K
$2.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-92- 3.55% |
$6.95K - $7.63K
|
2.5K
$211K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
100New |
$7.55K - $8.3K
|
100
$8.45K
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.02K- 2.29% |
$76.7K - $84.2K
|
43.2K
$3.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-565- 64.13% |
$42.7K - $46.9K
|
316
$26.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.68K- 7.11% |
$127K - $139K
|
22K
$1.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.74K+ 19.18% |
$433K - $476K
|
35.6K
$3.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-226- 4.34% |
$17.1K - $18.7K
|
4.98K
$421K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.66K+ 1.21% |
$126K - $138K
|
139K
$11.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
204K+ 1032.08% |
$15.4M - $16.9M
|
223K
$18.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-380- 50.2% |
$28.7K - $31.5K
|
377
$31.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-25.6K- 82.82% |
$1.93M - $2.12M
|
5.31K
$449K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 0.81% |
$302 - $332
|
490
$41.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-140- 20.35% |
$10.6K - $11.6K
|
548
$46.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
37.7K+ 21.15% |
$2.85M - $3.13M
|
216K
$18.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
59New |
$4.46K - $4.89K
|
59
$4.98K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
6New |
$453 - $498
|
6
$507
|
|
|
Oct 29, 2025
Q3 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-685- 3.56% |
$51.7K - $56.8K
|
18.6K
$1.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.63K+ 4.96% |
$123K - $135K
|
34.5K
$2.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-47.6K- 7.82% |
$3.6M - $3.95M
|
561K
$47.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.19K- 2.94% |
$90.1K - $99K
|
39.4K
$3.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.28K+ 18.25% |
$399K - $438K
|
34.2K
$2.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.19KNew |
$543K - $596K
|
7.19K
$607K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
445+ 5.15% |
$33.6K - $36.9K
|
9.08K
$767K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.22KNew |
$319K - $350K
|
4.22K
$356K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.56KNew |
$193K - $212K
|
2.56K
$216K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
980New |
$74K - $81.3K
|
980
$82.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
860+ 15.5% |
$65K - $71.3K
|
6.41K
$541K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.03K+ 17.4% |
$153K - $168K
|
13.7K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-38.7K- 60.8% |
$2.92M - $3.21M
|
25K
$2.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-510- 37.34% |
$38.5K - $42.3K
|
856
$72.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
SELL
|
- |
-1.11K- 5.66% |
$84K - $92.2K
|
18.5K
$1.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-34.4K- 92.57% |
$2.59M - $2.85M
|
2.76K
$233K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
221New |
$16.7K - $18.3K
|
221
$18.7K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 14.29% |
$75.5 - $83
|
6
$507
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.24K- 27.01% |
$93.7K - $103K
|
3.35K
$283K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
108+ 0.59% |
$8.16K - $8.96K
|
18.3K
$1.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-664Closed |
$50.2K - $55.1K
|
0
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-40- 3.48% |
$3.02K - $3.32K
|
1.11K
$93.8K
|
|