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 834 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 $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
9,526
shares
|
$785,418
0.18% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
9,511
shares
|
$784,181
0.04% of portfolio
|
Q4 2022
Added 3.74%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
9,505
shares
|
$783,687
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
9,488
shares
|
$782,285
1.55% of portfolio
|
Q2 2023
Added 141.49%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
9,475
shares
|
$781,213
0.0% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
9,361
shares
|
$771,814
0.01% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,360
shares
|
$771,732
0.01% of portfolio
|
Q3 2024
Added 49.19%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
9,360
shares
|
$771,732
0.18% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,147
shares
|
$754,170
0.01% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
9,110
shares
|
$751,119
0.26% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
9,000
shares
|
$742,050
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
8,977
shares
|
$740,153
0.22% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
8,951
shares
|
$738,009
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
8,896
shares
|
$733,475
0.02% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
8,857
shares
|
$730,259
0.24% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
8,754
shares
|
$721,767
0.01% of portfolio
|
Q3 2024
Reduced 77.7%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,616
shares
|
$710,389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
8,560
shares
|
$705,772
0.02% of portfolio
|
Q3 2024
Added 23.41%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
8,444
shares
|
$696,207
0.01% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,372
shares
|
$690,271
0.0% of portfolio
|
Q3 2024
Reduced 96.4%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,364
shares
|
$689,611
0.21% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
8,335
shares
|
$687,220
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
8,283
shares
|
$682,933
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
8,185
shares
|
$674,853
0.09% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
8,137
shares
|
$670,895
0.0% of portfolio
|
Q4 2024
Added 8.83%
|