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 834 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 $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
254,858
shares
|
$21 Million
0.04% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
243,993
shares
|
$20.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 08, 2024 Q3 2024 |
240,901
shares
|
$19.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
233,758
shares
|
$19.3 Million
0.23% of portfolio
|
Q3 2024
Reduced 21.71%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
228,677
shares
|
$18.9 Million
1.21% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
227,090
shares
|
$18.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
226,796
shares
|
$18.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 39.82%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
219,133
shares
|
$18.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 42.71%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
211,929
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
Added 27.63%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
201,091
shares
|
$16.6 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Gillson Capital LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
195,101
shares
|
$16.1 Million
1.62% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
184,343
shares
|
$15.2 Million
0.04% of portfolio
|
Q3 2024
Added 646.69%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
184,083
shares
|
$15.2 Million
0.09% of portfolio
|
Q3 2024
Added 86.87%
|
|
|
New York State Teachers Retirement System
|
Jan 30, 2025 Q4 2024 |
179,282
shares
|
$14.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
171,090
shares
|
$14.1 Million
0.04% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
170,295
shares
|
$14 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
164,200
shares
|
$13.5 Million
0.12% of portfolio
|
Q3 2022
Added 3907.81%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jan 23, 2025 Q4 2024 |
162,158
shares
|
$13.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
161,446
shares
|
$13.3 Million
0.01% of portfolio
|
Q2 2023
Added 3.89%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
160,944
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 49.45%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
156,185
shares
|
$12.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 12, 2024 Q3 2024 |
145,082
shares
|
$12 Million
0.09% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
143,870
shares
|
$11.9 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
142,719
shares
|
$11.8 Million
0.02% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
140,831
shares
|
$11.6 Million
0.09% of portfolio
|
Q3 2024
Added 34.78%
|