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 |
|---|---|---|---|---|---|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
10,336
shares
|
$873,081
0.01% of portfolio
|
Q3 2025
Reduced 35.79%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 16, 2026 Q4 2025 |
10,236
shares
|
$864,634
0.21% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
10,221
shares
|
$863,367
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Louisiana State Employees Retirement System
|
Jan 16, 2026 Q4 2025 |
10,200
shares
|
$861,594
0.02% of portfolio
|
Q4 2025
Reduced 3.77%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
10,169
shares
|
$858,975
0.03% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
10,042
shares
|
$848,247
0.0% of portfolio
|
Q3 2025
Reduced 96.86%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
9,935
shares
|
$839,209
0.0% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
9,902
shares
|
$836,421
0.0% of portfolio
|
Q4 2025
Added 17.55%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
9,745
shares
|
$823,160
0.02% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
9,728
shares
|
$821,724
0.05% of portfolio
|
Q3 2025
Reduced 53.92%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
9,570
shares
|
$808,377
0.05% of portfolio
|
Q3 2025
Added 106.7%
|
|
|
Ing Groep Nv
|
Nov 06, 2025 Q3 2025 |
9,555
shares
|
$807,110
0.0% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
9,516
shares
|
$803,816
0.56% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
9,488
shares
|
$801,451
1.55% of portfolio
|
Q2 2023
Added 141.49%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
9,414
shares
|
$795,200
0.02% of portfolio
|
Q3 2025
Reduced 15.3%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
9,389
shares
|
$793,088
0.04% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
9,354
shares
|
$790,132
0.02% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
9,276
shares
|
$783,543
0.02% of portfolio
|
Q3 2025
Added 189.6%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
9,248
shares
|
$781,178
0.16% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
9,150
shares
|
$772,900
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
9,084
shares
|
$767,325
0.05% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
9,056
shares
|
$764,960
0.01% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
9,003
shares
|
$760,483
0.0% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
9,000
shares
|
$760,230
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,965
shares
|
$757,273
0.0% of portfolio
|
Q2 2025
Added 10.68%
|
|