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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
8,918
shares
|
$753,303
0.01% of portfolio
|
Q3 2025
Reduced 75.66%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
8,830
shares
|
$745,870
0.0% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 23, 2025 Q3 2025 |
8,759
shares
|
$739,872
0.21% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
8,727
shares
|
$737,169
0.04% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
8,690
shares
|
$734,044
0.21% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
8,598
shares
|
$726,273
0.0% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8,530
shares
|
$720,529
0.0% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
8,500
shares
|
$717,995
0.05% of portfolio
|
Q3 2025
Added 49.96%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
8,424
shares
|
$711,575
0.66% of portfolio
|
Q2 2025
Added 37.22%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
8,335
shares
|
$704,057
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
8,301
shares
|
$701,185
0.22% of portfolio
|
Q3 2025
Added 23.0%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
8,246
shares
|
$696,539
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,236
shares
|
$695,694
0.01% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
8,232
shares
|
$695,357
0.01% of portfolio
|
Q3 2025
Added 101.72%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
8,196
shares
|
$692,316
0.01% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
8,185
shares
|
$691,386
0.03% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
8,112
shares
|
$685,220
0.0% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
8,086
shares
|
$683,024
0.13% of portfolio
|
Q3 2025
Added 45.3%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
8,038
shares
|
$678,969
0.2% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
7,961
shares
|
$672,465
0.0% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Assenagon Asset Management S.A.
|
Jan 09, 2026 Q4 2025 |
7,922
shares
|
$669,171
0.0% of portfolio
|
Q4 2025
Reduced 98.86%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
7,815
shares
|
$660,133
0.15% of portfolio
|
Q3 2019
Added 54.51%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
7,812
shares
|
$659,879
0.02% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
7,785
shares
|
$657,598
0.03% of portfolio
|
Q4 2025
Added 25.77%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7,710
shares
|
$651,263
0.05% of portfolio
|
Q3 2025
Reduced 21.94%
|
|