Latest Institutional Purchases of Principal Financial Group Inc (PFG)
This list provides information on the latest institutional transactions involving Principal Financial Group Inc (PFG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
15.4K+ 0.31% |
$1.18M - $1.38M
|
4.98M
$421M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
14.8KNew |
$1.13M - $1.32M
|
14.8K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
14.3K+ 55.19% |
$1.09M - $1.27M
|
40.2K
$3.4M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
11.3KNew |
$866K - $1.01M
|
11.3K
$958K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
10.3KNew |
$790K - $921K
|
10.3K
$874K
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.74KNew |
$514K - $600K
|
6.74K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.75KNew |
$439K - $512K
|
5.75K
$486K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.75K+ 164.31% |
$439K - $512K
|
9.25K
$781K
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
5.5KNew |
$420K - $490K
|
5.5K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
5.46KNew |
$417K - $486K
|
5.46K
$461K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
5.16KNew |
$394K - $460K
|
5.16K
$436K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.92KNew |
$376K - $438K
|
4.92K
$416K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
3.56KNew |
$271K - $317K
|
3.56K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.55KNew |
$271K - $316K
|
3.55K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.19KNew |
$243K - $284K
|
3.19K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.9KNew |
$221K - $258K
|
2.9K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.8KNew |
$214K - $250K
|
2.8K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.7KNew |
$206K - $240K
|
2.7K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.64KNew |
$201K - $235K
|
2.64K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.64KNew |
$201K - $235K
|
2.64K
$223K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.54KNew |
$194K - $227K
|
2.54K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.51K+ 38.96% |
$192K - $224K
|
8.96K
$757K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.48KNew |
$189K - $221K
|
2.48K
$209K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.41KNew |
$184K - $215K
|
2.41K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.4KNew |
$183K - $213K
|
2.4K
$202K
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.23KNew |
$170K - $198K
|
2.23K
$188K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.12KNew |
$162K - $189K
|
2.12K
$179K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.68K+ 568.58% |
$128K - $150K
|
1.98K
$167K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.18KNew |
$89.7K - $105K
|
1.18K
$99.3K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.06K+ 23.63% |
$80.8K - $94.3K
|
5.54K
$468K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
928+ 10.68% |
$70.8K - $82.6K
|
9.62K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
798+ 23.21% |
$60.9K - $71.1K
|
4.24K
$358K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
650New |
$49.6K - $57.9K
|
650
$54.9K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
609New |
$46.5K - $54.2K
|
609
$51.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
548New |
$41.8K - $48.8K
|
548
$46.3K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
528New |
$40.3K - $47K
|
528
$44.6K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
528New |
$40.3K - $47K
|
528
$44.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
479+ 7.32% |
$36.6K - $42.7K
|
7.02K
$593K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
380New |
$29K - $33.8K
|
380
$32.1K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
249New |
$19K - $22.2K
|
249
$21K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
222New |
$16.9K - $19.8K
|
222
$18.8K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
200+ 6.67% |
$15.3K - $17.8K
|
3.2K
$270K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
190New |
$14.5K - $16.9K
|
190
$16K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
169New |
$12.9K - $15K
|
169
$14.3K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
103New |
$7.86K - $9.17K
|
103
$8.7K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
100+ 526.32% |
$7.63K - $8.9K
|
119
$10.1K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
90New |
$6.87K - $8.01K
|
90
$7.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
65New |
$4.96K - $5.79K
|
65
$5.49K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
57+ 0.51% |
$4.35K - $5.08K
|
11.3K
$954K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
40+ 800.0% |
$3.05K - $3.56K
|
45
$3.8K
|
|