Institutional Ownership Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG). We have compiled data on the 938 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
27,573
shares
|
$2.33 Million
0.05% of portfolio
|
Q3 2025
Reduced 26.81%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
27,115
shares
|
$2.29 Million
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 07, 2025 Q3 2025 |
27,111
shares
|
$2.29 Million
0.02% of portfolio
|
Q3 2025
Added 58.41%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
26,730
shares
|
$2.26 Million
0.01% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
26,719
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
26,555
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
26,094
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 79.59%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
25,750
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
25,441
shares
|
$2.15 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
25,356
shares
|
$2.14 Million
0.67% of portfolio
|
Q1 2025
Added 326.08%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
25,178
shares
|
$2.13 Million
0.25% of portfolio
|
Q4 2025
Reduced 2.96%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
25,041
shares
|
$2.12 Million
0.3% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Fjarde Ap Fonden
|
Oct 28, 2025 Q3 2025 |
24,951
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 60.8%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
24,944
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
24,890
shares
|
$2.1 Million
0.04% of portfolio
|
Q4 2025
Reduced 8.11%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
24,473
shares
|
$2.07 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
24,292
shares
|
$2.05 Million
0.04% of portfolio
|
Q3 2025
Added 27.23%
|
|
|
Yousif Capital Management, LLC
|
Jan 21, 2026 Q4 2025 |
23,880
shares
|
$2.02 Million
0.02% of portfolio
|
Q4 2025
Reduced 7.91%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
23,252
shares
|
$1.96 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.69%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
23,137
shares
|
$1.95 Million
0.03% of portfolio
|
Q3 2025
Added 29.89%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
22,842
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
22,815
shares
|
$1.93 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
22,715
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2025
Added 49.63%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
22,212
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
22,026
shares
|
$1.86 Million
0.12% of portfolio
|
Q3 2025
Added 0.11%
|
|