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 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.37K+ 698.98% |
$103K - $114K
|
1.57K
$132K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
190+ 13.77% |
$14.4K - $15.8K
|
1.57K
$133K
|
|
|
Nov 10, 2025
Q3 2025
|
Tredje Ap Fonden
|
BUY
|
- |
11.7K+ 59.15% |
$884K - $971K
|
31.5K
$2.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
20+ 0.04% |
$1.51K - $1.66K
|
50.6K
$4.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-12.6K- 5.81% |
$949K - $1.04M
|
204K
$17.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
5K+ 3.26% |
$378K - $415K
|
159K
$13.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
56+ 76.71% |
$4.23K - $4.65K
|
129
$10.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
20K+ 13.46% |
$1.51M - $1.66M
|
169K
$14.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-290- 2.16% |
$21.9K - $24.1K
|
13.1K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-939- 15.82% |
$70.9K - $77.9K
|
5K
$422K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-24.2K- 1.64% |
$1.82M - $2M
|
1.44M
$122M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.3K- 21.38% |
$98.1K - $108K
|
4.78K
$403K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.4K- 26.01% |
$105K - $116K
|
3.97K
$336K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
140+ 18.25% |
$10.6K - $11.6K
|
907
$76.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-157- 6.92% |
$11.9K - $13K
|
2.11K
$178K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
6New |
$453 - $498
|
6
$507
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-175- 88.38% |
$13.2K - $14.5K
|
23
$1.94K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
151+ 6.63% |
$11.4K - $12.5K
|
2.43K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.64K+ 7.98% |
$124K - $136K
|
22.2K
$1.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.61K+ 7.27% |
$273K - $299K
|
53.3K
$4.5M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-6.8K- 1.69% |
$513K - $564K
|
395K
$33.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.08% |
$75.5 - $83
|
1.23K
$104K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.41K- 4.96% |
$107K - $117K
|
27.1K
$2.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-68- 16.87% |
$5.14K - $5.64K
|
335
$28.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.48KNew |
$187K - $206K
|
2.48K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-136- 4.01% |
$10.3K - $11.3K
|
3.26K
$275K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
896+ 19.6% |
$67.7K - $74.3K
|
5.47K
$462K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
15.1K+ 13.86% |
$1.14M - $1.26M
|
124K
$10.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$227 - $249
|
25K
$2.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.25K- 10.54% |
$170K - $186K
|
19.1K
$1.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-77- 0.07% |
$5.82K - $6.39K
|
109K
$9.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
33.2K+ 8.31% |
$2.51M - $2.76M
|
433K
$36.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.01K- 10.59% |
$152K - $167K
|
17K
$1.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.48K- 8.42% |
$112K - $123K
|
16.1K
$1.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.42K- 1.76% |
$183K - $201K
|
135K
$11.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
106+ 4.11% |
$8.01K - $8.79K
|
2.68K
$227K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 22.22% |
$151 - $166
|
11
$929
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-6.89K- 9.85% |
$521K - $572K
|
63.1K
$5.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-292K- 23.0% |
$22.1M - $24.2M
|
978K
$82.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-532- 5.58% |
$40.2K - $44.1K
|
9K
$760K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-117- 1.78% |
$8.84K - $9.71K
|
6.46K
$546K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-214K- 0.78% |
$16.1M - $17.7M
|
27.1M
$2.29B
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
10K+ 58.41% |
$755K - $829K
|
27.1K
$2.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Denali Advisors LLC
|
SELL
|
- |
-7.23K- 50.04% |
$546K - $600K
|
7.22K
$610K
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-6.48K- 12.47% |
$490K - $538K
|
45.5K
$3.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
2.5KNew |
$189K - $207K
|
2.5K
$211K
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
554+ 10.8% |
$41.8K - $46K
|
5.68K
$480K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
298+ 9.66% |
$22.5K - $24.7K
|
3.38K
$286K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
170+ 2.45% |
$12.8K - $14.1K
|
7.12K
$601K
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
25+ 0.11% |
$1.89K - $2.07K
|
22K
$1.86M
|
|