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 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
665+ 6.19% |
$50.2K - $55.2K
|
11.4K
$964K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
652+ 12.08% |
$49.2K - $54.1K
|
6.05K
$511K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
631+ 0.96% |
$47.7K - $52.3K
|
66.3K
$5.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
629+ 3.85% |
$47.5K - $52.2K
|
17K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
629+ 4.64% |
$47.5K - $52.2K
|
14.2K
$1.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
627+ 15.35% |
$47.4K - $52K
|
4.71K
$398K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
618+ 1.8% |
$46.7K - $51.3K
|
34.9K
$2.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
615+ 160.16% |
$46.5K - $51K
|
999
$84.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
602+ 8.68% |
$45.5K - $49.9K
|
7.54K
$636K
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
588+ 18.19% |
$44.4K - $48.8K
|
3.82K
$323K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
585+ 12.76% |
$44.2K - $48.5K
|
5.17K
$437K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
576+ 11.11% |
$43.5K - $47.8K
|
5.76K
$486K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
568+ 0.95% |
$42.9K - $47.1K
|
60.6K
$5.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
554+ 10.8% |
$41.8K - $46K
|
5.68K
$480K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
551New |
$41.6K - $45.7K
|
551
$46.5K
|
|
|
Oct 03, 2025
Q3 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
546+ 5.31% |
$41.2K - $45.3K
|
10.8K
$914K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
512+ 1.88% |
$38.7K - $42.5K
|
27.7K
$2.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
509+ 6.83% |
$38.4K - $42.2K
|
7.96K
$672K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
506+ 15.46% |
$38.2K - $42K
|
3.78K
$319K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
478+ 3.61% |
$36.1K - $39.7K
|
13.7K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
466+ 11.09% |
$35.2K - $38.7K
|
4.67K
$394K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
464+ 9.98% |
$35K - $38.5K
|
5.11K
$432K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
445+ 5.15% |
$33.6K - $36.9K
|
9.08K
$767K
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
416+ 91.83% |
$31.4K - $34.5K
|
869
$73.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
411+ 0.79% |
$31K - $34.1K
|
52.5K
$4.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
405+ 10.49% |
$30.6K - $33.6K
|
4.27K
$360K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
402+ 14.4% |
$30.4K - $33.3K
|
3.19K
$270K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
401+ 2.36% |
$30.3K - $33.3K
|
17.4K
$1.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
388+ 29.98% |
$29.3K - $32.2K
|
1.68K
$142K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
387+ 4.82% |
$29.2K - $32.1K
|
8.42K
$712K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
380New |
$28.7K - $31.5K
|
380
$32.1K
|
|
|
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 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
365+ 1.91% |
$27.6K - $30.3K
|
19.4K
$1.64M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
362+ 6.28% |
$27.3K - $30K
|
6.13K
$518K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
352+ 6.67% |
$26.6K - $29.2K
|
5.63K
$475K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
335+ 4.83% |
$25.3K - $27.8K
|
7.27K
$614K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
332+ 0.35% |
$25.1K - $27.5K
|
95.7K
$8.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
329+ 4.63% |
$24.8K - $27.3K
|
7.43K
$627K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
326+ 9.01% |
$24.6K - $27K
|
3.94K
$333K
|
|
|
Nov 12, 2025
Q3 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
323+ 3.95% |
$24.4K - $26.8K
|
8.5K
$718K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
298+ 9.66% |
$22.5K - $24.7K
|
3.38K
$286K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
295+ 1.15% |
$22.3K - $24.5K
|
25.9K
$2.19M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
290New |
$21.9K - $24.1K
|
290
$24.5K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
289+ 4.36% |
$21.8K - $24K
|
6.92K
$585K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
288+ 1.76% |
$21.8K - $23.9K
|
16.7K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
288New |
$21.8K - $23.9K
|
288
$24.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
282+ 36.67% |
$21.3K - $23.4K
|
1.05K
$88.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
274+ 2.28% |
$20.7K - $22.7K
|
12.3K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
270+ 14.93% |
$20.4K - $22.4K
|
2.08K
$176K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
269+ 3.06% |
$20.3K - $22.3K
|
9.06K
$765K
|
|