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 861 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,242
shares
|
$104,837
0.01% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,240
shares
|
$104,668
0.0% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,237
shares
|
$104,415
0.0% of portfolio
|
Q2 2022
Reduced 0.56%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,230
shares
|
$103,824
0.0% of portfolio
|
Q4 2024
Reduced 20.23%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
1,226
shares
|
$103,486
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,225
shares
|
$103,402
0.01% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
1,224
shares
|
$103,317
0.06% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
1,143
shares
|
$96,480
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,120
shares
|
$94,539
0.06% of portfolio
|
Q4 2024
Reduced 21.68%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,117
shares
|
$94,285
0.05% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,102
shares
|
$93,019
0.0% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
1,078
shares
|
$90,993
0.04% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,064
shares
|
$89,812
0.0% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,064
shares
|
$89,812
0.21% of portfolio
|
Q3 2024
Reduced 27.32%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,047
shares
|
$88,377
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,034
shares
|
$87,279
0.0% of portfolio
|
Q2 2020
Reduced 48.34%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,014
shares
|
$85,591
0.01% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,010
shares
|
$85,254
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$84,410
0.05% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
971
shares
|
$81,962
0.01% of portfolio
|
Q2 2022
Added 35.43%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
951
shares
|
$80,273
0.02% of portfolio
|
Q2 2020
Reduced 25.18%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
950
shares
|
$80,189
0.0% of portfolio
|
Q1 2023
Reduced 17.53%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
948
shares
|
$80,020
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
947
shares
|
$79,936
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
908
shares
|
$76,644
0.01% of portfolio
|
Q4 2024
Added 28.25%
|