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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
770
shares
|
$65,041
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
763
shares
|
$64,450
0.0% of portfolio
|
Q4 2025
Reduced 30.06%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
725
shares
|
$61,240
0.02% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
713
shares
|
$60,227
0.02% of portfolio
|
Q3 2025
Added 22.3%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
709
shares
|
$59,889
0.03% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
700
shares
|
$59,129
0.04% of portfolio
|
Q2 2025
Added 17400.0%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
700
shares
|
$59,129
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
679
shares
|
$57,355
0.01% of portfolio
|
Q2 2025
Added 229.61%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
670
shares
|
$56,594
0.08% of portfolio
|
Q3 2022
Added 116.13%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
650
shares
|
$54,905
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
642
shares
|
$54,229
0.03% of portfolio
|
Q3 2025
Added 21.13%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
635
shares
|
$53,638
0.01% of portfolio
|
Q1 2025
Reduced 30.07%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
628
shares
|
$53,047
0.0% of portfolio
|
Q3 2020
Added 72.05%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
628
shares
|
$53,047
0.0% of portfolio
|
Q3 2020
Added 72.05%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
622
shares
|
$52,540
0.01% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
613
shares
|
$51,780
0.01% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
600
shares
|
$50,682
0.01% of portfolio
|
Q4 2025
Added 2.92%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
600
shares
|
$50,682
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
596
shares
|
$50,344
0.01% of portfolio
|
Q1 2025
Reduced 67.09%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
584
shares
|
$49,330
0.03% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
581
shares
|
$49,077
0.0% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
577
shares
|
$48,739
0.02% of portfolio
|
Q1 2025
Reduced 46.47%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
576
shares
|
$48,654
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
575
shares
|
$48,570
0.0% of portfolio
|
Q3 2022
Reduced 46.36%
|
|
|
Legacy Bridge, LLC
|
Jan 23, 2026 Q4 2025 |
570
shares
|
$48,147
0.02% of portfolio
|
Q3 2024
Reduced 62.5%
|
|