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 |
|---|---|---|---|---|---|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
570
shares
|
$46,996
0.03% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
559
shares
|
$46,089
0.01% of portfolio
|
Q1 2024
Reduced 15.17%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
559
shares
|
$46,089
0.01% of portfolio
|
Q4 2024
Added 53.57%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
554
shares
|
$45,677
0.01% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
552
shares
|
$45,512
0.0% of portfolio
|
Q4 2024
Reduced 83.13%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
551
shares
|
$45,429
0.0% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Stilwell Value LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
547
shares
|
$45,100
0.05% of portfolio
|
Q2 2017
Reduced 98.44%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
528
shares
|
$43,533
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
523
shares
|
$43,121
0.0% of portfolio
|
Q2 2024
Reduced 27.26%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
517
shares
|
$42,626
0.02% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
514
shares
|
$42,379
0.0% of portfolio
|
Q1 2016
Added 744.36%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
513
shares
|
$42,296
0.01% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
510
shares
|
$42,049
0.0% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
509
shares
|
$41,967
0.01% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
501
shares
|
$41,307
0.0% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
500
shares
|
$41,225
0.0% of portfolio
|
Q4 2024
Reduced 18.43%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
500
shares
|
$41,225
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
499
shares
|
$41,142
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
490
shares
|
$40,400
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
477
shares
|
$39,328
0.0% of portfolio
|
Q2 2024
Reduced 13.9%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
458
shares
|
$37,762
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
450
shares
|
$37,102
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
449
shares
|
$37,020
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
448
shares
|
$36,937
0.01% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
444
shares
|
$36,607
0.0% of portfolio
|
Q2 2024
Added 9.9%
|