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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-263- 7.88% |
$19.9K - $21.8K
|
3.07K
$260K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-260- 1.65% |
$19.6K - $21.6K
|
15.5K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-239- 2.04% |
$18.1K - $19.8K
|
11.5K
$968K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-232- 5.9% |
$17.5K - $19.2K
|
3.7K
$312K
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-232- 5.9% |
$17.5K - $19.2K
|
3.7K
$312K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-226- 4.34% |
$17.1K - $18.7K
|
4.98K
$421K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-214- 5.15% |
$16.2K - $17.8K
|
3.94K
$333K
|
|
|
Nov 05, 2025
Q3 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-209- 4.13% |
$15.8K - $17.3K
|
4.85K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-200- 3.69% |
$15.1K - $16.6K
|
5.23K
$441K
|
|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
CALL |
-200- 1.3% |
$15.1K - $16.6K
|
15.2K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-189- 8.17% |
$14.3K - $15.7K
|
2.13K
$179K
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-187- 0.73% |
$14.1K - $15.5K
|
25.4K
$2.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-180- 58.82% |
$13.6K - $14.9K
|
126
$10.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-175- 88.38% |
$13.2K - $14.5K
|
23
$1.94K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-170- 5.85% |
$12.8K - $14.1K
|
2.74K
$231K
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-164- 26.11% |
$12.4K - $13.6K
|
464
$39.2K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-162- 2.03% |
$12.2K - $13.4K
|
7.81K
$660K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-159- 2.56% |
$12K - $13.2K
|
6.04K
$510K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-157- 6.92% |
$11.9K - $13K
|
2.11K
$178K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-157- 3.59% |
$11.9K - $13K
|
4.22K
$356K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-145- 4.41% |
$11K - $12K
|
3.14K
$265K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-140- 20.35% |
$10.6K - $11.6K
|
548
$46.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-139- 4.33% |
$10.5K - $11.5K
|
3.07K
$259K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-136- 4.01% |
$10.3K - $11.3K
|
3.26K
$275K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-126- 3.43% |
$9.52K - $10.5K
|
3.55K
$299K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-126- 2.33% |
$9.52K - $10.5K
|
5.28K
$446K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-121- 1.91% |
$9.14K - $10K
|
6.2K
$524K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-117- 1.78% |
$8.84K - $9.71K
|
6.46K
$546K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-108- 16.51% |
$8.16K - $8.96K
|
546
$46.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-108- 1.7% |
$8.16K - $8.96K
|
6.25K
$528K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-107- 6.39% |
$8.08K - $8.88K
|
1.57K
$132K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-93- 0.37% |
$7.02K - $7.71K
|
24.9K
$2.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-92- 0.32% |
$6.95K - $7.63K
|
28.3K
$2.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-92- 3.55% |
$6.95K - $7.63K
|
2.5K
$211K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-84- 0.05% |
$6.34K - $6.97K
|
160K
$13.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-77- 0.07% |
$5.82K - $6.39K
|
109K
$9.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-74- 1.83% |
$5.59K - $6.14K
|
3.96K
$335K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-68- 16.87% |
$5.14K - $5.64K
|
335
$28.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-62- 0.88% |
$4.68K - $5.14K
|
7.01K
$592K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-62- 0.7% |
$4.68K - $5.14K
|
8.76K
$740K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-61- 2.4% |
$4.61K - $5.06K
|
2.48K
$209K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-60- 0.02% |
$4.53K - $4.98K
|
370K
$31.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-58- 0.22% |
$4.38K - $4.81K
|
25.8K
$2.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-49- 1.75% |
$3.7K - $4.06K
|
2.75K
$232K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-48- 1.8% |
$3.63K - $3.98K
|
2.62K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-47- 1.3% |
$3.55K - $3.9K
|
3.57K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-45- 1.75% |
$3.4K - $3.73K
|
2.53K
$214K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-44- 1.8% |
$3.32K - $3.65K
|
2.4K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-43- 8.4% |
$3.25K - $3.57K
|
469
$39.6K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-42- 0.86% |
$3.17K - $3.48K
|
4.87K
$411K
|
|