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 834 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 $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
4,266
shares
|
$351,731
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
4,200
shares
|
$346,290
0.0% of portfolio
|
Q1 2023
Reduced 26.87%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
4,182
shares
|
$344,805
0.02% of portfolio
|
Q3 2024
Added 434.78%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
4,181
shares
|
$344,723
0.0% of portfolio
|
Q4 2024
Reduced 74.39%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,180
shares
|
$344,641
0.0% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,171
shares
|
$343,898
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
4,155
shares
|
$342,579
0.0% of portfolio
|
Q2 2023
Added 92.81%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,155
shares
|
$342,579
0.01% of portfolio
|
Q2 2023
Added 92.81%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
4,142
shares
|
$341,507
0.03% of portfolio
|
Q3 2024
Added 15.06%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
4,137
shares
|
$341,095
0.01% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
4,081
shares
|
$336,478
0.0% of portfolio
|
Q1 2024
Reduced 72.21%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
4,059
shares
|
$334,664
0.09% of portfolio
|
Q3 2024
Reduced 59.66%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
4,029
shares
|
$332,191
0.03% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,008
shares
|
$330,459
0.0% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
3,995
shares
|
$329,387
0.12% of portfolio
|
Q3 2024
Added 30.09%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
3,934
shares
|
$324,358
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
3,931
shares
|
$324,110
0.12% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
3,909
shares
|
$322,297
0.03% of portfolio
|
Q4 2024
Reduced 16.85%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,870
shares
|
$319,081
0.02% of portfolio
|
Q3 2024
Reduced 75.36%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,856
shares
|
$317,927
0.01% of portfolio
|
Q3 2024
Reduced 22.12%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
3,831
shares
|
$315,865
0.01% of portfolio
|
Q3 2024
Reduced 57.55%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,821
shares
|
$315,041
0.28% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
3,804
shares
|
$313,639
0.01% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,802
shares
|
$313,474
0.0% of portfolio
|
Q3 2023
Reduced 3.89%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,795
shares
|
$312,897
0.0% of portfolio
|
Q3 2024
Reduced 6.18%
|