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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,654
shares
|
$139,713
0.01% of portfolio
|
Q4 2025
Added 4.95%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,642
shares
|
$138,699
0.0% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
1,570
shares
|
$132,617
0.0% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,567
shares
|
$132,364
0.0% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
1,548
shares
|
$130,759
0.28% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,540
shares
|
$130,083
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,493
shares
|
$126,113
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
1,432
shares
|
$120,961
0.01% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,428
shares
|
$120,623
0.01% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
1,402
shares
|
$118,426
0.01% of portfolio
|
Q4 2023
Reduced 9.66%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,388
shares
|
$117,244
0.01% of portfolio
|
Q4 2023
Reduced 80.69%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,375
shares
|
$116,146
0.02% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,340
shares
|
$113,189
0.0% of portfolio
|
Q3 2025
Added 107.43%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,334
shares
|
$112,682
0.04% of portfolio
|
Q3 2025
Added 182.03%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,332
shares
|
$112,514
0.0% of portfolio
|
Q3 2025
Added 120.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,278
shares
|
$107,952
0.01% of portfolio
|
Q4 2025
Added 4.16%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
1,255
shares
|
$106,009
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,237
shares
|
$104,489
0.0% of portfolio
|
Q2 2022
Reduced 0.56%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
1,237
shares
|
$104,489
0.06% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
1,202
shares
|
$101,532
0.01% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 21, 2026 Q4 2025 |
1,187
shares
|
$100,265
0.0% of portfolio
|
Q4 2025
Reduced 24.2%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,174
shares
|
$99,167
0.01% of portfolio
|
Q3 2025
Reduced 30.82%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,173
shares
|
$99,083
0.01% of portfolio
|
Q4 2025
Reduced 3.62%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
1,158
shares
|
$97,816
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
1,128
shares
|
$95,282
0.01% of portfolio
|
Q4 2025
Added 0.53%
|
|