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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,062
shares
|
$427,587
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
5,011
shares
|
$423,279
0.05% of portfolio
|
Q3 2025
Added 107.49%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,995
shares
|
$421,927
0.0% of portfolio
|
Q3 2025
Reduced 15.82%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
4,994
shares
|
$421,843
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
4,983
shares
|
$420,914
0.02% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
4,870
shares
|
$411,368
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
4,865
shares
|
$410,946
0.01% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
4,851
shares
|
$409,763
0.05% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
4,834
shares
|
$408,327
0.05% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
4,788
shares
|
$404,442
0.14% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
4,725
shares
|
$399,120
0.06% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
4,711
shares
|
$397,938
0.0% of portfolio
|
Q3 2025
Added 15.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
4,707
shares
|
$397,600
0.0% of portfolio
|
Q4 2025
Added 10.34%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
4,669
shares
|
$394,390
0.0% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
4,656
shares
|
$393,292
0.02% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
4,595
shares
|
$388,139
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
4,574
shares
|
$386,365
0.03% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
4,568
shares
|
$385,858
0.0% of portfolio
|
Q3 2025
Reduced 52.36%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
4,556
shares
|
$384,845
0.29% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,504
shares
|
$380,452
0.01% of portfolio
|
Q2 2024
Added 3.71%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,460
shares
|
$376,736
0.02% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
4,445
shares
|
$375,469
0.01% of portfolio
|
Q4 2025
Reduced 14.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
4,444
shares
|
$375,384
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
4,407
shares
|
$372,259
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
4,386
shares
|
$370,485
0.04% of portfolio
|
Q3 2025
Reduced 13.29%
|
|