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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
316
shares
|
$26,692
0.0% of portfolio
|
Q3 2025
Reduced 64.13%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
310
shares
|
$26,185
0.0% of portfolio
|
Q4 2024
Reduced 90.03%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
304
shares
|
$25,678
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
303
shares
|
$25,594
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
302
shares
|
$25,509
0.0% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
300
shares
|
$25,341
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
300
shares
|
$25,341
0.01% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
300
shares
|
$25,341
0.0% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
296
shares
|
$25,003
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
296
shares
|
$25,003
0.01% of portfolio
|
Q2 2024
Reduced 56.21%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
295
shares
|
$24,918
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
290
shares
|
$24,496
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
285
shares
|
$24,073
0.01% of portfolio
|
Q2 2019
Added 612.5%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
282
shares
|
$23,820
0.01% of portfolio
|
Q4 2025
Added 13.71%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
277
shares
|
$23,398
0.0% of portfolio
|
Q4 2023
Added 2208.33%
|
|
|
Hoertkorn Richard Charles
|
Oct 27, 2025 Q3 2025 |
272
shares
|
$22,975
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
270
shares
|
$22,806
0.0% of portfolio
|
Q2 2018
Reduced 80.39%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
264
shares
|
$22,300
0.0% of portfolio
|
Q1 2024
Added 83.33%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
263
shares
|
$22,215
0.0% of portfolio
|
Q3 2025
Added 141.28%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
261
shares
|
$22,046
0.0% of portfolio
|
Q4 2025
Added 51.74%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
253
shares
|
$21,370
0.0% of portfolio
|
Q4 2024
Added 15.53%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
240
shares
|
$20,272
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
239
shares
|
$20,188
0.0% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
238
shares
|
$20,103
0.01% of portfolio
|
Q2 2025
Reduced 24.2%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
236
shares
|
$19,934
0.0% of portfolio
|
Q2 2025
Added 12.92%
|
|