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 |
|---|---|---|---|---|---|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
2,756
shares
|
$232,799
0.02% of portfolio
|
Q3 2025
Reduced 92.57%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
2,749
shares
|
$232,208
0.0% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
2,735
shares
|
$231,025
0.01% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,721
shares
|
$229,842
0.01% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,720
shares
|
$229,758
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jan 23, 2026 Q4 2025 |
2,706
shares
|
$228,575
0.03% of portfolio
|
Q4 2025
Reduced 9.74%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
2,683
shares
|
$226,633
0.01% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
2,677
shares
|
$226,126
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2025 Q3 2025 |
2,675
shares
|
$225,957
0.1% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Jan 22, 2026 Q4 2025 |
2,650
shares
|
$223,845
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
2,649
shares
|
$223,761
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
2,648
shares
|
$223,676
0.06% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
2,646
shares
|
$223,507
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 20, 2026 Q4 2025 |
2,636
shares
|
$222,662
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
2,623
shares
|
$221,564
0.01% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
2,622
shares
|
$221,480
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
2,606
shares
|
$220,128
0.01% of portfolio
|
Q4 2025
Added 3.66%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
2,556
shares
|
$215,905
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
2,548
shares
|
$215,229
0.03% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
2,529
shares
|
$213,624
0.04% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
2,500
shares
|
$211,175
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
2,500
shares
|
$211,175
0.0% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
2,500
shares
|
$211,175
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,494
shares
|
$210,668
0.04% of portfolio
|
Q2 2024
Added 13.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
2,481
shares
|
$209,570
0.01% of portfolio
|
Q3 2025
New holding
|
|