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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
560
shares
|
$47,303
0.0% of portfolio
|
Q2 2025
Reduced 17.4%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
559
shares
|
$47,218
0.01% of portfolio
|
Q1 2024
Reduced 15.17%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
559
shares
|
$47,218
0.01% of portfolio
|
Q4 2024
Added 53.57%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
551
shares
|
$46,542
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
548
shares
|
$46,289
0.03% of portfolio
|
Q3 2025
Reduced 20.35%
|
|
|
Stilwell Value LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
547
shares
|
$46,205
0.05% of portfolio
|
Q2 2017
Reduced 98.44%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
546
shares
|
$46,120
0.0% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
532
shares
|
$44,938
0.0% of portfolio
|
Q4 2025
Added 13.43%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
528
shares
|
$44,600
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
511
shares
|
$43,164
0.01% of portfolio
|
Q4 2025
Added 87.87%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
499
shares
|
$42,150
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
490
shares
|
$41,390
0.0% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
488
shares
|
$41,221
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
478
shares
|
$40,376
0.0% of portfolio
|
Q4 2024
Reduced 54.17%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
477
shares
|
$40,292
0.0% of portfolio
|
Q2 2024
Reduced 13.9%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
464
shares
|
$39,194
0.03% of portfolio
|
Q3 2025
Reduced 26.11%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
458
shares
|
$38,687
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
450
shares
|
$38,011
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
450
shares
|
$38,011
0.0% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
449
shares
|
$37,927
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
442
shares
|
$37,335
0.0% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
436
shares
|
$36,828
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
433
shares
|
$36,575
0.01% of portfolio
|
Q4 2025
Added 159.28%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
431
shares
|
$36,406
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
424
shares
|
$35,815
0.01% of portfolio
|
Q4 2025
Added 3754.55%
|
|