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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,068
shares
|
$259,153
0.0% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,060
shares
|
$258,478
0.02% of portfolio
|
Q3 2023
Added 2.2%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
3,057
shares
|
$258,224
0.01% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
3,041
shares
|
$256,873
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
3,027
shares
|
$255,690
0.01% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
3,006
shares
|
$253,916
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
3,003
shares
|
$253,663
0.03% of portfolio
|
Q4 2025
Reduced 9.03%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,000
shares
|
$253,410
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
3,000
shares
|
$253,410
0.13% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
2,988
shares
|
$252,396
0.06% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
2,981
shares
|
$251,805
0.0% of portfolio
|
Q4 2025
Reduced 1.26%
|
|
|
Burney CO
Reston, VA |
Jan 23, 2026 Q4 2025 |
2,962
shares
|
$250,200
0.01% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,904
shares
|
$245,300
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
2,890
shares
|
$244,118
0.16% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,867
shares
|
$242,175
0.01% of portfolio
|
Q3 2025
Added 68.05%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
2,845
shares
|
$240,317
0.04% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,829
shares
|
$238,965
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
2,824
shares
|
$238,543
0.03% of portfolio
|
Q4 2025
Reduced 10.12%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,818
shares
|
$238,036
0.01% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
2,795
shares
|
$236,093
0.01% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,793
shares
|
$235,924
1.29% of portfolio
|
Q3 2025
Reduced 37.53%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
2,780
shares
|
$234,826
0.01% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
2,779
shares
|
$234,742
0.01% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
2,765
shares
|
$233,559
0.05% of portfolio
|
Q4 2025
Reduced 2.71%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
2,758
shares
|
$232,968
0.01% of portfolio
|
Q3 2025
Added 3.33%
|
|