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 828 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
2,678
shares
|
$218,685
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
2,675
shares
|
$218,440
0.11% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
2,610
shares
|
$213,132
0.02% of portfolio
|
Q3 2024
Reduced 89.7%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
2,577
shares
|
$210,437
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,560
shares
|
$209,049
0.01% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,555
shares
|
$208,641
0.01% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,549
shares
|
$208,151
0.0% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,532
shares
|
$206,763
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,504
shares
|
$204,476
0.0% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,500
shares
|
$204,150
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
2,500
shares
|
$204,150
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,494
shares
|
$203,660
0.04% of portfolio
|
Q2 2024
Added 13.36%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
2,480
shares
|
$202,516
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
2,479
shares
|
$202,435
0.04% of portfolio
|
Q3 2022
Reduced 1.12%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
2,465
shares
|
$201,291
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
2,462
shares
|
$201,046
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,457
shares
|
$200,638
0.0% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
2,430
shares
|
$198,433
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,423
shares
|
$197,862
0.01% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
2,383
shares
|
$194,595
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
2,379
shares
|
$194,269
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,376
shares
|
$194,024
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,322
shares
|
$189,614
0.0% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,258
shares
|
$184,388
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,235
shares
|
$182,510
0.01% of portfolio
|
Q4 2024
Reduced 12.42%
|