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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 1.21% |
$151 - $166
|
167
$14.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2+ 4.35% |
$151 - $166
|
48
$4.05K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2+ 0.26% |
$151 - $166
|
770
$65K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 1.17% |
$151 - $166
|
173
$14.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.06% |
$75.5 - $83
|
1.81K
$153K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1+ 0.88% |
$75.5 - $83
|
115
$9.71K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.69% |
$75.5 - $83
|
146
$12.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.82% |
$75.5 - $83
|
123
$10.4K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
657K+ 60.87% |
$45.7M - $56.7M
|
1.74M
$147M
|
|
|
Aug 14, 2025
Q2 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
240KNew |
$16.7M - $20.7M
|
240K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
93.5KNew |
$6.5M - $8.06M
|
93.5K
$7.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
57.4KNew |
$3.99M - $4.94M
|
57.4K
$4.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
43.2KNew |
$3M - $3.72M
|
43.2K
$3.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
29.9KNew |
$2.08M - $2.58M
|
29.9K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
27.5KNew |
$1.91M - $2.37M
|
27.5K
$2.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
13.5KNew |
$936K - $1.16M
|
13.5K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.76K+ 113.24% |
$679K - $841K
|
18.4K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.12KNew |
$425K - $527K
|
6.12K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
4.9KNew |
$341K - $422K
|
4.9K
$414K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.87KNew |
$339K - $420K
|
4.87K
$411K
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
4.7K+ 28.48% |
$327K - $405K
|
21.2K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.69KNew |
$326K - $404K
|
4.69K
$396K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.12K+ 1.97% |
$287K - $355K
|
214K
$18M
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
3.97KNew |
$276K - $342K
|
3.97K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.91KNew |
$272K - $337K
|
3.91K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.3K+ 2.69% |
$230K - $284K
|
126K
$10.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
3.27K+ 2.99% |
$228K - $282K
|
113K
$9.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.21K+ 7.01% |
$223K - $277K
|
49K
$4.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3KNew |
$209K - $258K
|
3K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.9KNew |
$202K - $250K
|
2.9K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.83K+ 27.3% |
$197K - $244K
|
13.2K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.71K+ 102.3% |
$188K - $233K
|
5.36K
$452K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.62KNew |
$182K - $226K
|
2.62K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.55KNew |
$178K - $220K
|
2.55K
$216K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
2.3K+ 2.32% |
$160K - $199K
|
102K
$8.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.29K+ 37.22% |
$159K - $197K
|
8.42K
$712K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.17K+ 46.57% |
$151K - $187K
|
6.84K
$578K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
1.69K+ 5.98% |
$117K - $146K
|
29.9K
$2.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.4K+ 1.74% |
$97.4K - $121K
|
81.9K
$6.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
1.29K+ 64.32% |
$89.7K - $111K
|
3.29K
$278K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.22KNew |
$85K - $105K
|
1.22K
$103K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
992New |
$69K - $85.5K
|
992
$83.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
938New |
$65.2K - $80.8K
|
938
$79.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
865+ 10.68% |
$60.2K - $74.6K
|
8.97K
$757K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
696+ 17400.0% |
$48.4K - $60K
|
700
$59.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
516+ 1.97% |
$35.9K - $44.5K
|
26.7K
$2.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
473+ 229.61% |
$32.9K - $40.8K
|
679
$57.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
404+ 9.26% |
$28.1K - $34.8K
|
4.77K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
379New |
$26.4K - $32.7K
|
379
$32K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
378+ 37800.0% |
$26.3K - $32.6K
|
379
$32K
|
|