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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
243+ 1.5% |
$16.9K - $20.9K
|
16.5K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-15- 42.86% |
$1.04K - $1.29K
|
20
$1.69K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.13K- 13.14% |
$148K - $183K
|
14.1K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
100+ 0.64% |
$6.96K - $8.62K
|
15.7K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
6New |
$417 - $517
|
6
$507
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
15+ 250.0% |
$1.04K - $1.29K
|
21
$1.77K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-24- 11.48% |
$1.67K - $2.07K
|
185
$15.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
4.7K+ 28.48% |
$327K - $405K
|
21.2K
$1.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
15New |
$1.04K - $1.29K
|
15
$1.27K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-6- 35.29% |
$417 - $517
|
11
$929
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-1.56K- 30.12% |
$108K - $134K
|
3.61K
$305K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-183- 2.8% |
$12.7K - $15.8K
|
6.34K
$536K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-215- 10.41% |
$15K - $18.5K
|
1.85K
$156K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 1.35% |
$417 - $517
|
450
$38K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.87KNew |
$339K - $420K
|
4.87K
$411K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-136- 66.67% |
$9.46K - $11.7K
|
68
$5.74K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
130New |
$9.04K - $11.2K
|
130
$11K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-75- 1.07% |
$5.22K - $6.46K
|
6.95K
$587K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.4K- 16.09% |
$97K - $120K
|
7.28K
$615K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-439- 0.42% |
$30.5K - $37.8K
|
105K
$8.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-138- 54.55% |
$9.6K - $11.9K
|
115
$9.71K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 2.74% |
$139 - $172
|
75
$6.34K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-25- 4.13% |
$1.74K - $2.15K
|
581
$49.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4New |
$278 - $345
|
4
$338
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-115- 2.5% |
$8K - $9.91K
|
4.48K
$378K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
378+ 37800.0% |
$26.3K - $32.6K
|
379
$32K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
696+ 17400.0% |
$48.4K - $60K
|
700
$59.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
89+ 8.62% |
$6.19K - $7.67K
|
1.12K
$94.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-5.06K- 6.6% |
$352K - $436K
|
71.6K
$6.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
58New |
$4.03K - $5K
|
58
$4.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
31+ 3.69% |
$2.16K - $2.67K
|
871
$73.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
102New |
$7.1K - $8.79K
|
102
$8.62K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-76- 24.2% |
$5.29K - $6.55K
|
238
$20.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
1.29K+ 64.32% |
$89.7K - $111K
|
3.29K
$278K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
142+ 215.15% |
$9.88K - $12.2K
|
208
$17.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
250+ 163.4% |
$17.4K - $21.5K
|
403
$34K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
75New |
$5.22K - $6.46K
|
75
$6.34K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
133New |
$9.25K - $11.5K
|
133
$11.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
29.9KNew |
$2.08M - $2.58M
|
29.9K
$2.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.22KNew |
$85K - $105K
|
1.22K
$103K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.12K+ 1.97% |
$287K - $355K
|
214K
$18M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26- 0.51% |
$1.81K - $2.24K
|
5.06K
$428K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
73New |
$5.08K - $6.29K
|
73
$6.17K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-30- 2.44% |
$2.09K - $2.59K
|
1.2K
$102K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$417 - $517
|
6
$507
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
200New |
$13.9K - $17.2K
|
200
$16.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.4K+ 1.74% |
$97.4K - $121K
|
81.9K
$6.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
992New |
$69K - $85.5K
|
992
$83.8K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 33.33% |
$139 - $172
|
4
$338
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 120.0% |
$417 - $517
|
11
$929
|
|