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 828 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
20
shares
|
$1,633
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
19
shares
|
$1,551
0.0% of portfolio
|
Q1 2024
Reduced 20.83%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
17
shares
|
$1,388
0.0% of portfolio
|
Q2 2024
Added 54.55%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
16
shares
|
$1,306
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
15
shares
|
$1,224
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
14
shares
|
$1,143
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
14
shares
|
$1,143
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
8
shares
|
$653
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
8
shares
|
$653
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
8
shares
|
$653
0.0% of portfolio
|
Q3 2024
Reduced 65.22%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5
shares
|
$408
0.0% of portfolio
|
Q2 2022
Reduced 97.76%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
4
shares
|
$326
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2
shares
|
$163
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1
shares
|
$81
0.0% of portfolio
|
Q4 2023
Reduced 97.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1
shares
|
$81
0.0% of portfolio
|
Q4 2023
Reduced 96.67%
|