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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.74K- 2.3% |
$207K - $227K
|
116K
$9.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
326+ 9.01% |
$24.6K - $27K
|
3.94K
$333K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-25- 0.94% |
$1.89K - $2.07K
|
2.65K
$224K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.83K+ 117.11% |
$289K - $317K
|
7.1K
$599K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12.6K+ 481.27% |
$953K - $1.05M
|
15.2K
$1.29M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-24- 1.31% |
$1.81K - $1.99K
|
1.81K
$153K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
18New |
$1.36K - $1.49K
|
18
$1.52K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 13.46% |
$117K - $129K
|
13.1K
$1.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.31K- 8.18% |
$175K - $192K
|
25.9K
$2.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
32New |
$2.42K - $2.65K
|
32
$2.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
1.85K+ 6.06% |
$140K - $153K
|
32.3K
$2.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-60- 0.02% |
$4.53K - $4.98K
|
370K
$31.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.79K- 1.12% |
$211K - $231K
|
246K
$20.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.47KNew |
$186K - $205K
|
2.47K
$208K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 41.67% |
$378 - $415
|
17
$1.44K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-14.3K- 23.75% |
$1.08M - $1.19M
|
45.9K
$3.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
4.5KNew |
$340K - $373K
|
4.5K
$380K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-311- 49.76% |
$23.5K - $25.8K
|
314
$26.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
56+ 1.35% |
$4.23K - $4.65K
|
4.22K
$356K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
585+ 12.76% |
$44.2K - $48.5K
|
5.17K
$437K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.07K+ 2.12% |
$80.9K - $88.8K
|
51.5K
$4.35M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-372- 12.89% |
$28.1K - $30.9K
|
2.51K
$212K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
637K+ 1048.84% |
$48.1M - $52.8M
|
698K
$58.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3+ 0.09% |
$227 - $249
|
3.27K
$276K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
1.71K+ 65.31% |
$129K - $142K
|
4.33K
$366K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-7- 0.25% |
$529 - $581
|
2.84K
$240K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.05% |
$227 - $249
|
6.23K
$526K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
762New |
$57.6K - $63.2K
|
762
$64.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 1.17% |
$151 - $166
|
173
$14.6K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-35- 0.99% |
$2.64K - $2.9K
|
3.49K
$295K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.58KNew |
$195K - $214K
|
2.58K
$218K
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
SELL
|
- |
-38- 0.66% |
$2.87K - $3.15K
|
5.73K
$484K
|
|
|
Oct 03, 2025
Q3 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
546+ 5.31% |
$41.2K - $45.3K
|
10.8K
$914K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
746+ 13.7% |
$56.3K - $61.9K
|
6.19K
$523K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-341- 9.36% |
$25.8K - $28.3K
|
3.3K
$279K
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
4.94K+ 106.7% |
$373K - $410K
|
9.57K
$808K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
2.3K+ 2.32% |
$160K - $199K
|
102K
$8.6M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
657K+ 60.87% |
$45.7M - $56.7M
|
1.74M
$147M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-348- 6.43% |
$24.2K - $30K
|
5.07K
$428K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
332+ 5533.33% |
$23.1K - $28.6K
|
338
$28.6K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-8.39K- 37.35% |
$583K - $723K
|
14.1K
$1.19M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
145New |
$10.1K - $12.5K
|
145
$12.2K
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
6+ 0.02% |
$417 - $517
|
38.9K
$3.29M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-118- 17.4% |
$8.21K - $10.2K
|
560
$47.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-121- 3.88% |
$8.42K - $10.4K
|
3K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.55KNew |
$178K - $220K
|
2.55K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-7.33K- 32.23% |
$510K - $632K
|
15.4K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
4.9KNew |
$341K - $422K
|
4.9K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.9KNew |
$202K - $250K
|
2.9K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-845- 3.08% |
$58.8K - $72.8K
|
26.6K
$2.24M
|
|