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 |
|---|---|---|---|---|---|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
16,998
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
16,955
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
16,914
shares
|
$1.43 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
16,849
shares
|
$1.42 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Candriam S.C.A.
|
Nov 05, 2025 Q3 2025 |
16,781
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.81%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
16,714
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Added 23.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
16,689
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
16,630
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2025
Added 3.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
16,606
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Oak Thistle LLC
|
Jan 21, 2026 Q4 2025 |
16,570
shares
|
$1.4 Million
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
16,507
shares
|
$1.39 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
16,497
shares
|
$1.39 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
16,472
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
16,317
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
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%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
15,893
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
15,674
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
15,520
shares
|
$1.31 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
15,430
shares
|
$1.3 Million
0.43% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
15,234
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
15,233
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.64%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
14,839
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
14,635
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
14,358
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Reduced 33.15%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
14,065
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.14%
|
|