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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
1,110
shares
|
$93,761
0.06% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
1,051
shares
|
$88,777
0.05% of portfolio
|
Q3 2025
Added 36.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,034
shares
|
$87,341
0.0% of portfolio
|
Q2 2020
Reduced 48.34%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$84,470
0.06% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
999
shares
|
$84,385
0.0% of portfolio
|
Q3 2025
Added 160.16%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
992
shares
|
$83,794
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
980
shares
|
$82,780
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
971
shares
|
$82,020
0.01% of portfolio
|
Q2 2022
Added 35.43%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
969
shares
|
$81,851
0.0% of portfolio
|
Q3 2025
Reduced 36.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
961
shares
|
$81,175
0.0% of portfolio
|
Q3 2025
Reduced 42.76%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
960
shares
|
$81,091
0.01% of portfolio
|
Q2 2025
Reduced 65.65%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
951
shares
|
$80,330
0.02% of portfolio
|
Q2 2020
Reduced 25.18%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
950
shares
|
$80,246
0.0% of portfolio
|
Q1 2023
Reduced 17.53%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
947
shares
|
$79,993
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
907
shares
|
$76,614
0.0% of portfolio
|
Q3 2025
Added 18.25%
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
893
shares
|
$75,431
0.06% of portfolio
|
Q4 2025
Added 87.61%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
883
shares
|
$74,587
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
875
shares
|
$73,911
0.0% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
871
shares
|
$73,573
0.01% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
869
shares
|
$73,404
0.0% of portfolio
|
Q3 2025
Added 91.83%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
864
shares
|
$72,982
0.0% of portfolio
|
Q4 2024
Added 37.58%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
805
shares
|
$67,998
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
802
shares
|
$67,744
0.0% of portfolio
|
Q4 2025
Reduced 18.66%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
791
shares
|
$66,815
0.0% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
785
shares
|
$66,308
0.02% of portfolio
|
Q3 2022
Added 14.6%
|
|