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 834 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 $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,003
shares
|
$165,147
0.02% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,997
shares
|
$164,652
0.0% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,990
shares
|
$164,075
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,870
shares
|
$154,181
0.03% of portfolio
|
Q4 2024
Reduced 23.64%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
1,840
shares
|
$151,708
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,825
shares
|
$150,471
0.02% of portfolio
|
Q3 2024
Added 69.93%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,818
shares
|
$149,894
0.02% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,799
shares
|
$148,327
0.0% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,755
shares
|
$144,699
0.0% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,747
shares
|
$144,040
0.01% of portfolio
|
Q1 2022
Added 34.7%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,730
shares
|
$142,638
0.0% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,707
shares
|
$140,742
0.04% of portfolio
|
Q2 2023
Added 8.17%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,700
shares
|
$140,165
0.0% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,658
shares
|
$136,702
0.01% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,625
shares
|
$133,981
0.0% of portfolio
|
Q4 2024
Reduced 30.02%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,576
shares
|
$129,941
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,563
shares
|
$128,869
0.0% of portfolio
|
Q3 2024
Reduced 22.93%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,532
shares
|
$126,313
0.01% of portfolio
|
Q4 2022
Reduced 2.3%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
1,504
shares
|
$124,004
0.02% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$123,675
0.03% of portfolio
|
Q2 2024
Added 206.67%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
1,402
shares
|
$115,594
0.01% of portfolio
|
Q4 2023
Reduced 9.66%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,388
shares
|
$114,440
0.01% of portfolio
|
Q4 2023
Reduced 80.69%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,338
shares
|
$110,318
0.01% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,271
shares
|
$104,793
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,253
shares
|
$103,309
0.0% of portfolio
|
Q3 2024
Added 20.83%
|