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 |
|---|---|---|---|---|---|
|
Hoertkorn Richard Charles
|
Feb 12, 2025 Q4 2024 |
272
shares
|
$22,959
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
271
shares
|
$22,875
0.0% of portfolio
|
Q4 2024
Reduced 16.62%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
270
shares
|
$22,790
0.0% of portfolio
|
Q2 2018
Reduced 80.39%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
266
shares
|
$22,453
0.0% of portfolio
|
Q4 2024
Added 116.26%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
264
shares
|
$22,284
0.0% of portfolio
|
Q1 2024
Added 83.33%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
261
shares
|
$22,031
0.0% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
253
shares
|
$21,355
0.0% of portfolio
|
Q4 2024
Added 15.53%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
248
shares
|
$20,933
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
230
shares
|
$19,414
0.0% of portfolio
|
Q3 2024
Reduced 70.74%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
230
shares
|
$19,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
225
shares
|
$18,992
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
212
shares
|
$17,894
0.0% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
212
shares
|
$17,894
0.01% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
211
shares
|
$17,810
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
210
shares
|
$17,726
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
209
shares
|
$17,641
0.01% of portfolio
|
Q4 2024
Added 53.68%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
200
shares
|
$16,882
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
195
shares
|
$16,459
0.0% of portfolio
|
Q1 2024
Reduced 24.71%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
195
shares
|
$16,459
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
191
shares
|
$16,122
0.0% of portfolio
|
Q2 2022
Reduced 75.94%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
190
shares
|
$16,037
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
189
shares
|
$15,953
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
185
shares
|
$15,615
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
180
shares
|
$15,193
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
180
shares
|
$15,193
0.0% of portfolio
|
Q4 2024
Reduced 2.7%
|