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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.3KNew |
$325K - $357K
|
4.3K
$363K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.22KNew |
$319K - $350K
|
4.22K
$356K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.15K+ 101.72% |
$314K - $344K
|
8.23K
$695K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.83K+ 117.11% |
$289K - $317K
|
7.1K
$599K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.8K+ 0.36% |
$287K - $316K
|
1.05M
$89.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.76K+ 113.57% |
$284K - $312K
|
7.07K
$597K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.74K+ 12.75% |
$282K - $310K
|
33K
$2.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.61K+ 7.27% |
$273K - $299K
|
53.3K
$4.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
3.61K+ 228.89% |
$272K - $299K
|
5.18K
$438K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.48KNew |
$263K - $289K
|
3.48K
$294K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.36KNew |
$253K - $278K
|
3.36K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
3.26K+ 525.81% |
$246K - $270K
|
3.88K
$328K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.23KNew |
$244K - $268K
|
3.23K
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.15K+ 23.25% |
$238K - $262K
|
16.7K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.09KNew |
$234K - $257K
|
3.09K
$261K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.04KNew |
$230K - $252K
|
3.04K
$257K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.98K+ 104.59% |
$225K - $247K
|
5.83K
$493K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.96K+ 81.84% |
$224K - $246K
|
6.58K
$556K
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.83K+ 49.96% |
$214K - $235K
|
8.5K
$718K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.83KNew |
$214K - $235K
|
2.83K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.72K+ 24.51% |
$206K - $226K
|
13.8K
$1.17M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.72KNew |
$205K - $226K
|
2.72K
$230K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
2.68KNew |
$202K - $222K
|
2.68K
$226K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
2.65KNew |
$200K - $220K
|
2.65K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
2.65KNew |
$200K - $219K
|
2.65K
$224K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.6K+ 1.12% |
$196K - $216K
|
235K
$19.9M
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.6K+ 107.49% |
$196K - $215K
|
5.01K
$423K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.58KNew |
$195K - $214K
|
2.58K
$218K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.56KNew |
$193K - $212K
|
2.56K
$216K
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
2.52K+ 45.3% |
$190K - $209K
|
8.09K
$683K
|
|
|
Nov 07, 2025
Q3 2025
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
2.5KNew |
$189K - $207K
|
2.5K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.5KNew |
$189K - $207K
|
2.5K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.48KNew |
$187K - $206K
|
2.48K
$210K
|
|
|
Nov 06, 2025
Q3 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.47KNew |
$186K - $205K
|
2.47K
$208K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.47KNew |
$186K - $205K
|
2.47K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.44KNew |
$185K - $203K
|
2.44K
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.44KNew |
$184K - $202K
|
2.44K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.39K+ 29.68% |
$180K - $198K
|
10.4K
$881K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.31K+ 216.73% |
$174K - $191K
|
3.37K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.22K+ 3.07% |
$168K - $184K
|
74.6K
$6.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.18K+ 5.99% |
$164K - $180K
|
38.5K
$3.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.06K+ 43.59% |
$156K - $171K
|
6.79K
$573K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.03K+ 17.4% |
$153K - $168K
|
13.7K
$1.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2K+ 21.48% |
$151K - $166K
|
11.3K
$957K
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.98K+ 6.61% |
$150K - $165K
|
32K
$2.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.94K+ 8.7% |
$147K - $161K
|
24.2K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
1.91KNew |
$144K - $158K
|
1.91K
$161K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
1.85K+ 6.06% |
$140K - $153K
|
32.3K
$2.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.83K+ 34.1% |
$138K - $152K
|
7.19K
$608K
|
|
|
Nov 13, 2025
Q3 2025
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
BUY
|
- |
1.74KNew |
$131K - $144K
|
1.74K
$147K
|
|