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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-439- 0.42% |
$30.5K - $37.8K
|
105K
$8.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-398- 11.52% |
$27.7K - $34.3K
|
3.06K
$258K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-348- 6.43% |
$24.2K - $30K
|
5.07K
$428K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-300- 4.63% |
$20.9K - $25.9K
|
6.19K
$522K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-215- 10.41% |
$15K - $18.5K
|
1.85K
$156K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-192- 11.85% |
$13.4K - $16.5K
|
1.43K
$121K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-183- 2.8% |
$12.7K - $15.8K
|
6.34K
$536K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-138- 54.55% |
$9.6K - $11.9K
|
115
$9.71K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-136- 66.67% |
$9.46K - $11.7K
|
68
$5.74K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-121- 3.88% |
$8.42K - $10.4K
|
3K
$253K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-118- 17.4% |
$8.21K - $10.2K
|
560
$47.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-115- 2.5% |
$8K - $9.91K
|
4.48K
$378K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-76- 24.2% |
$5.29K - $6.55K
|
238
$20.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-75- 1.07% |
$5.22K - $6.46K
|
6.95K
$587K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-62- 20.6% |
$4.31K - $5.34K
|
239
$20.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-45- 54.22% |
$3.13K - $3.88K
|
38
$3.21K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-42- 19.81% |
$2.92K - $3.62K
|
170
$14.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-30- 2.44% |
$2.09K - $2.59K
|
1.2K
$102K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26- 0.51% |
$1.81K - $2.24K
|
5.06K
$428K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-25- 4.13% |
$1.74K - $2.15K
|
581
$49.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-24- 11.48% |
$1.67K - $2.07K
|
185
$15.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-23- 0.37% |
$1.6K - $1.98K
|
6.18K
$522K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-15- 42.86% |
$1.04K - $1.29K
|
20
$1.69K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-6- 35.29% |
$417 - $517
|
11
$929
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2- 0.02% |
$139 - $172
|
10.2K
$863K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 33.33% |
$139 - $172
|
4
$338
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1- 0.42% |
$69.6 - $86.2
|
235
$19.9K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-31K- 81.59% |
$2.37M - $2.76M
|
7K
$591K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-7.12K- 33.15% |
$543K - $634K
|
14.4K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.59K- 56.22% |
$503K - $587K
|
5.13K
$434K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-6.17K- 25.96% |
$471K - $550K
|
17.6K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-4.37K- 9.6% |
$334K - $389K
|
41.2K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-3.65K- 40.61% |
$279K - $325K
|
5.34K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-3.1K- 15.52% |
$236K - $276K
|
16.8K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.63K- 31.23% |
$124K - $145K
|
3.59K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 32.81% |
$101K - $118K
|
2.71K
$228K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.22K- 67.09% |
$92.8K - $108K
|
596
$50.3K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-683- 12.79% |
$52.1K - $60.8K
|
4.66K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-605- 88.19% |
$46.2K - $53.9K
|
81
$6.84K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-536- 66.17% |
$40.9K - $47.7K
|
274
$23.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-501- 46.47% |
$38.2K - $44.6K
|
577
$48.7K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-340- 67.86% |
$26K - $30.3K
|
161
$13.6K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-273- 30.07% |
$20.8K - $24.3K
|
635
$53.6K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-187- 6.22% |
$14.3K - $16.7K
|
2.82K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-180- 8.97% |
$13.7K - $16K
|
1.83K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-163- 3.2% |
$12.4K - $14.5K
|
4.94K
$417K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-115- 35.49% |
$8.78K - $10.2K
|
209
$17.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-112- 0.31% |
$8.55K - $9.97K
|
36K
$3.04M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-106- 21.2% |
$8.09K - $9.44K
|
394
$33.3K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 19.46% |
$7.63K - $8.9K
|
414
$35K
|
|