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 |
|---|---|---|---|---|---|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
5,769
shares
|
$487,307
0.0% of portfolio
|
Q3 2025
Reduced 18.34%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
5,763
shares
|
$486,800
0.01% of portfolio
|
Q3 2025
Added 33.43%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
5,730
shares
|
$484,013
0.09% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
5,693
shares
|
$480,887
0.01% of portfolio
|
Q3 2025
Reduced 35.02%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
5,683
shares
|
$480,043
0.04% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
5,676
shares
|
$479,451
0.02% of portfolio
|
Q4 2025
Added 3.88%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
5,629
shares
|
$475,481
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
5,616
shares
|
$474,383
0.04% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
5,467
shares
|
$461,797
0.03% of portfolio
|
Q3 2025
Added 19.6%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,440
shares
|
$459,516
0.0% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
5,415
shares
|
$457,405
0.01% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,414
shares
|
$457,320
0.0% of portfolio
|
Q3 2025
Added 14.41%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
5,310
shares
|
$448,535
0.0% of portfolio
|
Q3 2025
Reduced 82.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
5,281
shares
|
$446,086
0.0% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
5,261
shares
|
$444,396
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tema Etfs LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
5,260
shares
|
$444,312
0.04% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
5,258
shares
|
$444,143
0.25% of portfolio
|
Q3 2025
Reduced 36.43%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,225
shares
|
$441,355
0.01% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
5,201
shares
|
$439,328
0.02% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
5,200
shares
|
$439,244
0.1% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
5,180
shares
|
$437,554
0.01% of portfolio
|
Q3 2025
Added 228.89%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
5,158
shares
|
$435,696
0.02% of portfolio
|
Q3 2025
Reduced 84.06%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,157
shares
|
$435,611
0.01% of portfolio
|
Q4 2023
Added 1.92%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,113
shares
|
$431,895
0.02% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
5,112
shares
|
$431,810
0.05% of portfolio
|
Q1 2021
New holding
|
|