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 861 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
4,081
shares
|
$344,477
0.0% of portfolio
|
Q1 2024
Reduced 72.21%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
4,040
shares
|
$341,016
0.02% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
4,029
shares
|
$340,087
0.03% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,026
shares
|
$339,834
0.09% of portfolio
|
Q4 2024
Reduced 46.88%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
3,995
shares
|
$337,217
0.12% of portfolio
|
Q3 2024
Added 30.09%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
3,966
shares
|
$334,770
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
3,931
shares
|
$331,815
0.12% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
3,929
shares
|
$331,646
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
3,909
shares
|
$329,958
0.03% of portfolio
|
Q4 2024
Reduced 16.85%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
3,900
shares
|
$329,199
0.01% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
3,821
shares
|
$322,530
0.25% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
3,804
shares
|
$321,095
0.01% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,802
shares
|
$320,926
0.0% of portfolio
|
Q3 2023
Reduced 3.89%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
3,799
shares
|
$320,673
0.89% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,765
shares
|
$317,803
0.05% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
3,749
shares
|
$316,453
0.01% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jan 28, 2025 Q4 2024 |
3,697
shares
|
$312,063
0.39% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
3,682
shares
|
$310,797
0.0% of portfolio
|
Q4 2024
Reduced 19.92%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,658
shares
|
$308,771
0.0% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,632
shares
|
$306,577
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,625
shares
|
$305,986
0.01% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
3,620
shares
|
$305,564
0.02% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Renaissance Group LLC
Covington, KY |
Feb 13, 2025 Q4 2024 |
3,616
shares
|
$305,226
0.01% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,599
shares
|
$303,791
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
3,568
shares
|
$301,174
0.01% of portfolio
|
Q4 2024
Added 32.15%
|