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 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
335+ 4.83% |
$25.3K - $27.8K
|
7.27K
$614K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
74+ 2.72% |
$5.59K - $6.14K
|
2.8K
$236K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-124K- 39.54% |
$9.4M - $10.3M
|
190K
$16.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.55K+ 23.0% |
$117K - $129K
|
8.3K
$701K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
373+ 7.77% |
$28.2K - $30.9K
|
5.18K
$437K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-11- 11.7% |
$831 - $912
|
83
$7.01K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.41K- 14.57% |
$711K - $781K
|
55.2K
$4.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.23KNew |
$244K - $268K
|
3.23K
$273K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.44KNew |
$184K - $202K
|
2.44K
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
2.52K+ 45.3% |
$190K - $209K
|
8.09K
$683K
|
|
|
Nov 06, 2025
Q3 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.5KNew |
$189K - $207K
|
2.5K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-19- 0.62% |
$1.44K - $1.58K
|
3.03K
$256K
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
4.6KNew |
$347K - $381K
|
4.6K
$388K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
6.07K+ 189.6% |
$459K - $504K
|
9.28K
$784K
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
SELL
|
- |
-481- 4.79% |
$36.3K - $39.9K
|
9.56K
$807K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-641- 1.73% |
$48.4K - $53.2K
|
36.4K
$3.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
8.35K+ 1.72% |
$630K - $692K
|
493K
$41.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
405+ 10.49% |
$30.6K - $33.6K
|
4.27K
$360K
|
|
|
Nov 06, 2025
Q3 2025
|
Mqs Management LLC
|
SELL
|
- |
-3.01K- 36.43% |
$228K - $250K
|
5.26K
$444K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.41KNew |
$333K - $366K
|
4.41K
$372K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7+ 100.0% |
$529 - $581
|
14
$1.18K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
387+ 4.82% |
$29.2K - $32.1K
|
8.42K
$712K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-539- 7.0% |
$40.7K - $44.7K
|
7.16K
$605K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.96K+ 81.84% |
$224K - $246K
|
6.58K
$556K
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.26K+ 2.97% |
$95.4K - $105K
|
43.7K
$3.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.31K+ 216.73% |
$174K - $191K
|
3.37K
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
8.5K+ 8.52% |
$642K - $705K
|
108K
$9.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-523- 30.82% |
$39.5K - $43.4K
|
1.17K
$99.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65+ 3.87% |
$4.91K - $5.39K
|
1.75K
$147K
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-341- 10.66% |
$25.8K - $28.3K
|
2.86K
$241K
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
SELL
|
- |
-3.34K- 1.92% |
$252K - $277K
|
170K
$14.4M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
401+ 2.36% |
$30.3K - $33.3K
|
17.4K
$1.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
36+ 0.93% |
$2.72K - $2.99K
|
3.91K
$330K
|
|
|
Nov 06, 2025
Q3 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.47KNew |
$186K - $205K
|
2.47K
$208K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3+ 0.1% |
$227 - $249
|
3.01K
$254K
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2K+ 21.48% |
$151K - $166K
|
11.3K
$957K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.17K+ 13.37% |
$88.5K - $97.2K
|
9.94K
$839K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-15- 18.99% |
$1.13K - $1.24K
|
64
$5.41K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
168+ 1.82% |
$12.7K - $13.9K
|
9.39K
$793K
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-164- 26.11% |
$12.4K - $13.6K
|
464
$39.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-108- 16.51% |
$8.16K - $8.96K
|
546
$46.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-159- 2.56% |
$12K - $13.2K
|
6.04K
$510K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.3K- 2.21% |
$98.2K - $108K
|
57.6K
$4.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-209- 4.13% |
$15.8K - $17.3K
|
4.85K
$410K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.16K+ 68.05% |
$87.7K - $96.3K
|
2.87K
$242K
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.83K+ 49.96% |
$214K - $235K
|
8.5K
$718K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
2.68KNew |
$202K - $222K
|
2.68K
$226K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-4.42K- 8.68% |
$334K - $366K
|
46.5K
$3.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
SELL
|
- |
-2.25K- 11.81% |
$170K - $186K
|
16.8K
$1.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.39K- 24.56% |
$256K - $281K
|
10.4K
$879K
|
|