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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
173
shares
|
$14,602
0.0% of portfolio
|
Q4 2023
Added 37.3%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
170
shares
|
$14,349
0.0% of portfolio
|
Q2 2023
Added 70.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
161
shares
|
$13,590
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
157
shares
|
$13,252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
152
shares
|
$12,830
0.0% of portfolio
|
Q4 2024
Added 16.92%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
150
shares
|
$12,661
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
142
shares
|
$11,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
142
shares
|
$11,986
0.0% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
140
shares
|
$11,817
0.0% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
133
shares
|
$11,226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
132
shares
|
$11,142
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
131
shares
|
$11,057
0.0% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
130
shares
|
$10,973
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
130
shares
|
$10,973
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
130
shares
|
$10,973
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
127
shares
|
$10,720
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
124
shares
|
$10,466
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
123
shares
|
$10,382
0.0% of portfolio
|
Q3 2023
Reduced 65.83%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
123
shares
|
$10,382
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
122
shares
|
$10,298
0.0% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
117
shares
|
$9,875
0.0% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
115
shares
|
$9,707
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
113
shares
|
$9,538
0.0% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
113
shares
|
$9,538
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
112
shares
|
$9,453
0.0% of portfolio
|
Q3 2023
New holding
|