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 828 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
18,628
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,600
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Added 264.71%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
18,278
shares
|
$1.49 Million
0.4% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
18,245
shares
|
$1.49 Million
0.14% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
18,183
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
18,183
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 29.21%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
17,611
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
17,484
shares
|
$1.43 Million
0.55% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
17,359
shares
|
$1.42 Million
0.2% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
17,171
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
17,161
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 60.45%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
17,137
shares
|
$1.4 Million
0.45% of portfolio
|
Q3 2024
Reduced 35.53%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,069
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
16,979
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 73.51%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,473
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.95%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
16,334
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
16,328
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Added 358.65%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
16,192
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
16,135
shares
|
$1.32 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
15,921
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2023
Added 5.01%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
15,799
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
14,843
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
14,657
shares
|
$1.2 Million
0.12% of portfolio
|
Q3 2024
Added 51.24%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
14,648
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
14,384
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|