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 |
|---|---|---|---|---|---|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
13,943
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
13,927
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.64%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,845
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 386.3%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
13,821
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 24.51%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
13,800
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
13,734
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2025
Reduced 3.08%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
13,731
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
13,716
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
13,688
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 17.4%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
13,470
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 40.11%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
13,461
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.35%
|
|
|
Impax Asset Management Group PLC
|
Nov 06, 2025 Q3 2025 |
13,450
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
13,357
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Added 91.64%
|
|
|
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%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
13,224
shares
|
$1.12 Million
0.34% of portfolio
|
Q3 2025
Added 11.29%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,190
shares
|
$1.11 Million
0.29% of portfolio
|
Q2 2025
Added 27.3%
|
|
|
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%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
13,116
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
13,111
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
13,087
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
12,838
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Reduced 42.81%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
12,676
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 764.08%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
12,424
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
12,402
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2022
Reduced 6.86%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
12,312
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 2.28%
|
|