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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
4,331
shares
|
$365,839
0.04% of portfolio
|
Q3 2025
Added 65.31%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
4,307
shares
|
$363,812
0.01% of portfolio
|
Q4 2025
Added 8.74%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
4,301
shares
|
$363,305
0.0% of portfolio
|
Q4 2025
Reduced 39.38%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 04, 2025 Q3 2025 |
4,298
shares
|
$363,052
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
4,236
shares
|
$357,814
0.0% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
4,221
shares
|
$356,547
0.01% of portfolio
|
Q3 2025
Added 33.96%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
4,218
shares
|
$356,294
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
4,218
shares
|
$356,294
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
4,217
shares
|
$356,209
0.1% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,197
shares
|
$354,520
0.03% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,155
shares
|
$350,972
0.01% of portfolio
|
Q2 2023
Added 92.81%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
3,995
shares
|
$337,457
0.11% of portfolio
|
Q3 2024
Added 30.09%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
3,983
shares
|
$336,444
0.0% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
3,972
shares
|
$335,514
0.11% of portfolio
|
Q3 2025
Reduced 26.01%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
3,968
shares
|
$335,176
0.15% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
3,966
shares
|
$335,008
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
3,947
shares
|
$333,403
0.0% of portfolio
|
Q3 2025
Reduced 41.79%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
3,944
shares
|
$333,149
0.01% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
3,913
shares
|
$330,531
0.01% of portfolio
|
Q3 2025
Reduced 22.02%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
3,906
shares
|
$329,939
0.59% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,904
shares
|
$329,770
0.02% of portfolio
|
Q3 2025
Reduced 33.53%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 20, 2026 Q4 2025 |
3,892
shares
|
$328,757
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
3,882
shares
|
$327,912
0.01% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
3,880
shares
|
$327,743
0.01% of portfolio
|
Q3 2025
Added 525.81%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
3,870
shares
|
$326,898
0.02% of portfolio
|
Q4 2025
Reduced 18.97%
|
|