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 |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
112
shares
|
$9,453
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
110
shares
|
$9,285
0.0% of portfolio
|
Q4 2022
Reduced 37.85%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
109
shares
|
$9,200
0.0% of portfolio
|
Q2 2024
Reduced 78.16%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
103
shares
|
$8,694
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
101
shares
|
$8,525
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$8,441
0.0% of portfolio
|
Q3 2023
Reduced 66.89%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
100
shares
|
$8,441
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
100
shares
|
$8,441
0.0% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
100
shares
|
$8,441
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
96
shares
|
$8,103
0.0% of portfolio
|
Q4 2024
Added 585.71%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
91
shares
|
$7,681
0.0% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
90
shares
|
$7,596
0.0% of portfolio
|
Q2 2024
Reduced 87.48%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
89
shares
|
$7,512
0.0% of portfolio
|
Q4 2024
Added 97.78%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
88
shares
|
$7,428
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
81
shares
|
$6,837
0.0% of portfolio
|
Q4 2024
Reduced 64.47%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
80
shares
|
$6,752
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
78
shares
|
$6,583
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
76
shares
|
$6,415
0.0% of portfolio
|
Q1 2024
Reduced 61.81%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
73
shares
|
$6,161
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
72
shares
|
$6,077
0.0% of portfolio
|
Q4 2024
Added 22.03%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
72
shares
|
$6,077
0.0% of portfolio
|
Q4 2024
Reduced 61.08%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
72
shares
|
$6,077
0.0% of portfolio
|
Q4 2024
Reduced 61.08%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
71
shares
|
$5,993
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
66
shares
|
$5,571
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
60
shares
|
$5,064
0.0% of portfolio
|
Q4 2024
New holding
|