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 |
|---|---|---|---|---|---|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
7,700
shares
|
$650,419
0.27% of portfolio
|
Q4 2022
Reduced 21.71%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
7,621
shares
|
$643,745
0.25% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,618
shares
|
$643,492
0.0% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
7,581
shares
|
$640,367
0.15% of portfolio
|
Q3 2025
Reduced 73.8%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
7,548
shares
|
$637,579
0.14% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
7,535
shares
|
$636,481
0.01% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
7,446
shares
|
$628,963
0.01% of portfolio
|
Q4 2025
Added 28.16%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
7,428
shares
|
$627,443
0.43% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
7,413
shares
|
$626,176
0.02% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
7,343
shares
|
$620,263
0.04% of portfolio
|
Q3 2022
Added 12.0%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
7,276
shares
|
$614,603
0.01% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
7,270
shares
|
$614,096
0.03% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
7,221
shares
|
$609,957
0.07% of portfolio
|
Q3 2025
Reduced 50.04%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
7,193
shares
|
$607,592
0.03% of portfolio
|
Q3 2025
Added 34.1%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
7,191
shares
|
$607,423
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
7,163
shares
|
$605,058
0.01% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
7,151
shares
|
$604,044
0.15% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
7,115
shares
|
$601,004
0.04% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
7,067
shares
|
$596,949
0.01% of portfolio
|
Q3 2025
Added 113.57%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
7,018
shares
|
$592,810
0.03% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
7,010
shares
|
$592,134
0.02% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
7,000
shares
|
$591,290
0.0% of portfolio
|
Q1 2025
Reduced 81.59%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,948
shares
|
$586,897
0.06% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,924
shares
|
$584,870
0.01% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
6,839
shares
|
$577,690
0.02% of portfolio
|
Q2 2025
Added 46.57%
|
|