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
|
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
|
|
|
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
|
|