Latest Institutional Sells of Principal Financial Group Inc (PFG)
This list provides information on the latest institutional transactions involving Principal Financial Group Inc (PFG) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-690K- 98.86% |
$54.1M - $58.8M
|
7.92K
$669K
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-101K- 16.11% |
$7.89M - $8.58M
|
524K
$44.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-8.39K- 4.93% |
$658K - $716K
|
162K
$13.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.94K- 14.52% |
$466K - $507K
|
35K
$2.95M
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-4.45K- 40.83% |
$349K - $379K
|
6.45K
$545K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.79K- 39.38% |
$219K - $238K
|
4.3K
$363K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.74K- 11.3% |
$215K - $234K
|
21.5K
$1.82M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.2K- 8.11% |
$172K - $187K
|
24.9K
$2.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.05K- 7.91% |
$161K - $175K
|
23.9K
$2.02M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.98K- 0.8% |
$155K - $168K
|
244K
$20.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-906- 18.97% |
$71K - $77.2K
|
3.87K
$327K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-767- 2.96% |
$60.1K - $65.4K
|
25.2K
$2.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-730- 14.11% |
$57.2K - $62.2K
|
4.45K
$375K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-712- 1.65% |
$55.8K - $60.7K
|
42.5K
$3.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-437- 3.08% |
$34.3K - $37.3K
|
13.7K
$1.16M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 3.77% |
$31.4K - $34.1K
|
10.2K
$862K
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-379- 24.2% |
$29.7K - $32.3K
|
1.19K
$100K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-328- 30.06% |
$25.7K - $28K
|
763
$64.5K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-318- 10.12% |
$24.9K - $27.1K
|
2.82K
$239K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-298- 9.03% |
$23.4K - $25.4K
|
3K
$254K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-184- 18.66% |
$14.4K - $15.7K
|
802
$67.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-181- 0.05% |
$14.2K - $15.4K
|
369K
$31.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-161- 6.52% |
$12.6K - $13.7K
|
2.31K
$195K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-146- 1.63% |
$11.4K - $12.4K
|
8.83K
$746K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-130- 45.14% |
$10.2K - $11.1K
|
158
$13.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-122- 2.02% |
$9.56K - $10.4K
|
5.92K
$500K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-92- 3.76% |
$7.21K - $7.84K
|
2.35K
$199K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-77- 2.71% |
$6.04K - $6.57K
|
2.77K
$234K
|
|
|
Jan 06, 2026
Q4 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-76- 0.7% |
$5.96K - $6.48K
|
10.7K
$908K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-63- 1.93% |
$4.94K - $5.37K
|
3.2K
$271K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-44- 3.62% |
$3.45K - $3.75K
|
1.17K
$99.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-38- 1.26% |
$2.98K - $3.24K
|
2.98K
$252K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-27- 0.83% |
$2.12K - $2.3K
|
3.23K
$273K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-12- 0.23% |
$941 - $1.02K
|
5.26K
$444K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-7- 0.15% |
$549 - $597
|
4.57K
$386K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-7- 0.25% |
$549 - $597
|
2.78K
$235K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-1- 1.69% |
$78.4 - $85.3
|
58
$4.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.25% |
$78.4 - $85.3
|
405
$34.2K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.94M- 31.88% |
$298M - $327M
|
8.43M
$712M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-388K- 9.03% |
$29.3M - $32.2M
|
3.91M
$330M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-331K- 29.32% |
$25M - $27.4M
|
798K
$67.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-310K- 96.86% |
$23.4M - $25.7M
|
10K
$848K
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-300K- 14.27% |
$22.6M - $24.8M
|
1.8M
$152M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-292K- 23.0% |
$22.1M - $24.2M
|
978K
$82.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-248K- 13.86% |
$18.8M - $20.6M
|
1.54M
$130M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-214K- 0.78% |
$16.1M - $17.7M
|
27.1M
$2.29B
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-213K- 23.64% |
$16.1M - $17.7M
|
689K
$58.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-190K- 97.15% |
$14.4M - $15.8M
|
5.58K
$472K
|
|
|
Nov 03, 2025
Q3 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-176K- 17.68% |
$13.3M - $14.6M
|
818K
$69.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-149K- 4.69% |
$11.2M - $12.3M
|
3.02M
$255M
|
|