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 |
|---|---|---|---|---|---|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
12,300
shares
|
$1.04 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
12,263
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,863
shares
|
$1 Million
0.08% of portfolio
|
Q3 2025
Reduced 51.95%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,830
shares
|
$999,280
0.01% of portfolio
|
Q2 2023
Reduced 72.88%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
11,783
shares
|
$995,310
0.13% of portfolio
|
Q4 2025
Added 38.64%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
11,636
shares
|
$982,892
0.01% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
11,543
shares
|
$975,037
0.02% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
11,455
shares
|
$967,603
0.1% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,415
shares
|
$964,225
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,414
shares
|
$964,140
0.0% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
11,327
shares
|
$956,791
0.01% of portfolio
|
Q3 2025
Added 21.48%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
11,318
shares
|
$956,031
0.35% of portfolio
|
Q4 2025
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
11,148
shares
|
$941,671
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
10,986
shares
|
$927,987
0.01% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
10,961
shares
|
$925,875
0.15% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
10,872
shares
|
$918,357
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Martin Capital Partners, LLC
|
Jan 06, 2026 Q4 2025 |
10,748
shares
|
$907,883
0.36% of portfolio
|
Q4 2025
Reduced 0.7%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
10,610
shares
|
$896,226
0.51% of portfolio
|
Q4 2023
Reduced 0.64%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
10,556
shares
|
$891,665
0.03% of portfolio
|
Q4 2025
Added 2.07%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
10,547
shares
|
$890,905
0.0% of portfolio
|
Q3 2025
Reduced 22.19%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
10,505
shares
|
$887,357
0.0% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
10,434
shares
|
$881,359
0.01% of portfolio
|
Q3 2025
Added 89.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
10,425
shares
|
$880,599
0.0% of portfolio
|
Q3 2025
Added 29.68%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
10,408
shares
|
$879,163
0.01% of portfolio
|
Q3 2025
Reduced 24.56%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
10,370
shares
|
$875,953
0.31% of portfolio
|
Q4 2025
Added 0.6%
|
|