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 828 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
448
shares
|
$36,583
0.01% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
444
shares
|
$36,257
0.01% of portfolio
|
Q2 2024
Added 9.9%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
442
shares
|
$36,093
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
432
shares
|
$35,277
0.01% of portfolio
|
Q2 2022
Added 1.01%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
418
shares
|
$34,133
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
416
shares
|
$33,970
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
396
shares
|
$32,337
0.02% of portfolio
|
Q2 2023
Reduced 60.56%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
396
shares
|
$32,337
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
390
shares
|
$31,847
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
385
shares
|
$31,439
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
384
shares
|
$31,357
0.0% of portfolio
|
Q3 2024
Added 12.61%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
383
shares
|
$31,275
0.01% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
378
shares
|
$30,867
0.0% of portfolio
|
Q3 2024
Reduced 23.48%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
377
shares
|
$30,785
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
372
shares
|
$30,377
0.01% of portfolio
|
Q3 2023
Reduced 44.06%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
365
shares
|
$29,805
0.0% of portfolio
|
Q4 2024
Reduced 14.52%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
365
shares
|
$29,805
0.0% of portfolio
|
Q2 2023
Reduced 1.62%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
365
shares
|
$29,805
0.02% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
358
shares
|
$29,234
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
347
shares
|
$28,336
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
344
shares
|
$28,091
0.01% of portfolio
|
Q3 2023
Reduced 32.94%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
327
shares
|
$26,702
0.0% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
320
shares
|
$26,131
0.01% of portfolio
|
Q1 2023
Reduced 98.65%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
320
shares
|
$26,131
0.0% of portfolio
|
Q4 2024
Reduced 69.9%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
317
shares
|
$25,886
0.0% of portfolio
|
Q3 2024
Added 46.08%
|