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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
424
shares
|
$35,815
0.01% of portfolio
|
Q4 2025
Added 315.69%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
423
shares
|
$35,730
0.01% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
422
shares
|
$35,646
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
414
shares
|
$34,970
0.0% of portfolio
|
Q1 2025
Reduced 19.46%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
405
shares
|
$34,210
0.01% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
403
shares
|
$34,041
0.0% of portfolio
|
Q2 2025
Added 163.4%
|
|
|
Miller Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
396
shares
|
$33,450
0.01% of portfolio
|
Q2 2023
Reduced 60.56%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
394
shares
|
$33,281
0.0% of portfolio
|
Q1 2025
Reduced 21.2%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
385
shares
|
$32,520
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
380
shares
|
$32,098
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
379
shares
|
$32,014
0.01% of portfolio
|
Q2 2025
Added 37800.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
377
shares
|
$31,845
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
377
shares
|
$31,845
0.02% of portfolio
|
Q3 2025
Reduced 50.2%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
374
shares
|
$31,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
365
shares
|
$30,831
0.0% of portfolio
|
Q2 2023
Reduced 1.62%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
365
shares
|
$30,831
0.02% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
360
shares
|
$30,409
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
356
shares
|
$30,071
0.0% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
349
shares
|
$29,480
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
348
shares
|
$29,395
0.01% of portfolio
|
Q3 2025
Added 152.17%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
344
shares
|
$29,057
0.01% of portfolio
|
Q3 2023
Reduced 32.94%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
338
shares
|
$28,550
0.3% of portfolio
|
Q2 2025
Added 5533.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
335
shares
|
$28,297
0.0% of portfolio
|
Q3 2025
Reduced 16.87%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
328
shares
|
$27,706
0.0% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
324
shares
|
$27,368
0.0% of portfolio
|
Q4 2025
Added 3.18%
|
|