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 861 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
16,857
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
16,558
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
16,414
shares
|
$1.39 Million
0.42% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
16,192
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
15,921
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2023
Added 5.01%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Feb 13, 2025 Q4 2024 |
15,768
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
14,648
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Feb 03, 2025 Q4 2024 |
14,641
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
14,638
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
14,451
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
14,398
shares
|
$1.22 Million
0.12% of portfolio
|
Q4 2024
Added 43.81%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
14,371
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 23.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,370
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,623
shares
|
$1.15 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
13,595
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,505
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
13,485
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 54.04%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
13,404
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
13,333
shares
|
$1.13 Million
0.54% of portfolio
|
Q1 2024
Reduced 50.04%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
13,178
shares
|
$1.11 Million
0.06% of portfolio
|
Q2 2022
Added 9.06%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
13,062
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
12,993
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
12,530
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
12,523
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
12,402
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2022
Reduced 6.86%
|