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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,441
shares
|
$290,661
0.03% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
3,427
shares
|
$289,478
0.01% of portfolio
|
Q3 2025
Reduced 88.97%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
3,423
shares
|
$289,140
0.0% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,418
shares
|
$288,718
0.0% of portfolio
|
Q3 2025
Reduced 88.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,382
shares
|
$285,677
0.02% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Provident Living Financial Services, Inc.
Lehi, UT |
Jan 21, 2026 Q4 2025 |
3,375
shares
|
$285,086
0.29% of portfolio
|
Q4 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
3,370
shares
|
$284,663
0.1% of portfolio
|
Q3 2025
Added 216.73%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,356
shares
|
$283,481
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
3,351
shares
|
$283,058
0.01% of portfolio
|
Q3 2025
Reduced 27.01%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
3,332
shares
|
$281,454
0.1% of portfolio
|
Q4 2023
Reduced 6.8%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
3,265
shares
|
$275,794
0.0% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
3,263
shares
|
$275,625
0.02% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,251
shares
|
$274,611
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
3,233
shares
|
$273,091
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
3,230
shares
|
$272,838
0.04% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
3,210
shares
|
$271,148
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
3,203
shares
|
$270,557
0.01% of portfolio
|
Q4 2025
Reduced 1.93%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,193
shares
|
$269,712
0.01% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
3,181
shares
|
$268,699
0.0% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,151
shares
|
$266,164
0.06% of portfolio
|
Q3 2025
Reduced 25.46%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,110
shares
|
$262,701
0.02% of portfolio
|
Q4 2022
Reduced 20.24%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
3,094
shares
|
$261,350
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
3,074
shares
|
$259,660
0.01% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
3,073
shares
|
$259,576
0.12% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,070
shares
|
$259,322
0.01% of portfolio
|
Q3 2024
Reduced 9.63%
|
|