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 861 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
365
shares
|
$30,809
0.02% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
358
shares
|
$30,218
0.01% of portfolio
|
Q4 2024
Reduced 19.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
350
shares
|
$29,543
0.0% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
347
shares
|
$29,290
0.0% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
344
shares
|
$29,037
0.01% of portfolio
|
Q3 2023
Reduced 32.94%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
324
shares
|
$27,348
0.0% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
323
shares
|
$27,264
0.0% of portfolio
|
Q4 2024
Added 36.29%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
320
shares
|
$27,011
0.0% of portfolio
|
Q4 2024
Reduced 69.9%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
314
shares
|
$26,504
0.01% of portfolio
|
Q3 2023
Added 31.93%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
310
shares
|
$26,167
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
310
shares
|
$26,167
0.0% of portfolio
|
Q4 2024
Reduced 90.03%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
308
shares
|
$25,998
0.01% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
304
shares
|
$25,660
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
304
shares
|
$25,660
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
300
shares
|
$25,323
0.0% of portfolio
|
Q1 2024
Reduced 2.6%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
300
shares
|
$25,323
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
296
shares
|
$24,985
0.01% of portfolio
|
Q2 2024
Reduced 56.21%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
296
shares
|
$24,985
0.0% of portfolio
|
Q4 2024
Added 32.74%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
296
shares
|
$24,985
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
295
shares
|
$24,900
0.01% of portfolio
|
Q1 2024
Reduced 47.7%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
294
shares
|
$24,816
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
285
shares
|
$24,056
0.0% of portfolio
|
Q2 2019
Added 612.5%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
284
shares
|
$23,972
0.0% of portfolio
|
Q4 2024
Added 47.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
277
shares
|
$23,381
0.0% of portfolio
|
Q4 2023
Added 2208.33%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
276
shares
|
$23,297
0.02% of portfolio
|
Q4 2024
New holding
|