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 938 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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
2,477
shares
|
$209,232
0.01% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
2,466
shares
|
$208,303
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
2,435
shares
|
$205,684
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
2,430
shares
|
$205,262
0.0% of portfolio
|
Q4 2025
Added 1.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,429
shares
|
$205,177
0.01% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
2,412
shares
|
$203,741
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
2,378
shares
|
$200,869
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 16, 2026 Q4 2025 |
2,360
shares
|
$199,349
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
2,352
shares
|
$198,673
0.01% of portfolio
|
Q4 2025
Reduced 3.76%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 20, 2026 Q4 2025 |
2,307
shares
|
$194,872
0.02% of portfolio
|
Q4 2025
Reduced 6.52%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,258
shares
|
$190,733
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,125
shares
|
$179,498
0.0% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
2,113
shares
|
$178,485
0.01% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,079
shares
|
$175,613
0.0% of portfolio
|
Q3 2025
Added 14.93%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,990
shares
|
$168,095
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,979
shares
|
$167,166
0.02% of portfolio
|
Q1 2025
Added 568.58%
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
1,905
shares
|
$160,915
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
1,823
shares
|
$153,988
0.0% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,810
shares
|
$152,890
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,806
shares
|
$152,552
0.03% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
1,747
shares
|
$147,569
0.01% of portfolio
|
Q1 2022
Added 34.7%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,745
shares
|
$147,400
0.0% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
Nov 13, 2025 Q3 2025 |
1,740
shares
|
$146,977
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,707
shares
|
$144,190
0.04% of portfolio
|
Q2 2023
Added 8.17%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,682
shares
|
$142,078
0.06% of portfolio
|
Q3 2025
Added 29.98%
|
|