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 943 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 |
|---|---|---|---|---|---|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
3,838
shares
|
$324,195
0.04% of portfolio
|
Q4 2025
Added 2.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
3,827
shares
|
$323,266
0.01% of portfolio
|
Q3 2025
Added 29.38%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
3,821
shares
|
$322,759
0.23% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
3,820
shares
|
$322,675
0.13% of portfolio
|
Q3 2025
Added 18.19%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
3,803
shares
|
$321,239
0.04% of portfolio
|
Q3 2025
Reduced 52.16%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,802
shares
|
$321,154
0.0% of portfolio
|
Q3 2023
Reduced 3.89%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
3,778
shares
|
$319,127
0.0% of portfolio
|
Q3 2025
Added 15.46%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,765
shares
|
$318,029
0.05% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
3,698
shares
|
$312,370
0.06% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
3,698
shares
|
$312,370
0.07% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Sageworth Trust CO Of South Dakota
|
Nov 04, 2025 Q3 2025 |
3,697
shares
|
$312,285
0.31% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
3,655
shares
|
$308,737
0.02% of portfolio
|
Q4 2025
Added 41.89%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
3,654
shares
|
$308,653
0.16% of portfolio
|
Q4 2025
Added 4.79%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,632
shares
|
$306,795
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,625
shares
|
$306,203
0.01% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
3,600
shares
|
$304,092
0.02% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
3,590
shares
|
$303,247
0.05% of portfolio
|
Q1 2025
Reduced 31.23%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,589
shares
|
$303,162
0.09% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
3,584
shares
|
$302,740
0.01% of portfolio
|
Q4 2025
Added 8.44%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
3,570
shares
|
$301,557
0.04% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
3,545
shares
|
$299,446
0.0% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
3,541
shares
|
$299,108
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
3,500
shares
|
$295,645
0.1% of portfolio
|
Q1 2023
Reduced 10.83%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
3,483
shares
|
$294,209
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,444
shares
|
$290,914
0.0% of portfolio
|
Q3 2025
Added 3.55%
|
|