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
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.18K+ 25.03% |
$89.2K - $98K
|
5.9K
$498K
|
|
|
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
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.16K+ 68.05% |
$87.7K - $96.3K
|
2.87K
$242K
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.13K+ 2.96% |
$85K - $93.3K
|
39.1K
$3.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.07K+ 33.96% |
$80.8K - $88.8K
|
4.22K
$357K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
980New |
$74K - $81.3K
|
980
$82.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
936+ 8.82% |
$70.7K - $77.6K
|
11.5K
$975K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
896+ 19.6% |
$67.7K - $74.3K
|
5.47K
$462K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
883New |
$66.7K - $73.2K
|
883
$74.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
869+ 29.38% |
$65.6K - $72.1K
|
3.83K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
861+ 182.03% |
$65K - $71.4K
|
1.33K
$113K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
860+ 15.5% |
$65K - $71.3K
|
6.41K
$541K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
805New |
$60.8K - $66.8K
|
805
$68K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
799+ 4.47% |
$60.3K - $66.3K
|
18.7K
$1.58M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
762New |
$57.6K - $63.2K
|
762
$64.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
757+ 2.6% |
$57.2K - $62.8K
|
29.8K
$2.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
750+ 1.2% |
$56.6K - $62.2K
|
63.1K
$5.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
728+ 120.53% |
$55K - $60.4K
|
1.33K
$113K
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
BUY
|
- |
712+ 9.03% |
$53.8K - $59.1K
|
8.6K
$726K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
707+ 9.55% |
$53.4K - $58.6K
|
8.11K
$685K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
694+ 107.43% |
$52.4K - $57.6K
|
1.34K
$113K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
682+ 14.41% |
$51.5K - $56.6K
|
5.41K
$457K
|
|
|
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
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
627+ 15.35% |
$47.4K - $52K
|
4.71K
$398K
|
|
|
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
|
|
|
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
|
|
|
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 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 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
380New |
$28.7K - $31.5K
|
380
$32.1K
|
|
|
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
|
|