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 |
|---|---|---|---|---|---|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
235
shares
|
$19,850
0.0% of portfolio
|
Q4 2019
Added 26.38%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
235
shares
|
$19,850
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
234
shares
|
$19,765
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
229
shares
|
$19,343
0.0% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
221
shares
|
$18,667
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 21, 2026 Q4 2025 |
211
shares
|
$17,823
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
210
shares
|
$17,738
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
209
shares
|
$17,654
0.0% of portfolio
|
Q1 2025
Reduced 35.49%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
208
shares
|
$17,569
0.0% of portfolio
|
Q2 2025
Reduced 88.56%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
208
shares
|
$17,569
0.01% of portfolio
|
Q2 2025
Added 215.15%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 23, 2026 Q4 2025 |
206
shares
|
$17,400
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 21, 2026 Q4 2025 |
200
shares
|
$16,894
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
200
shares
|
$16,894
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
195
shares
|
$16,471
0.0% of portfolio
|
Q1 2024
Reduced 24.71%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
195
shares
|
$16,471
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
191
shares
|
$16,133
0.0% of portfolio
|
Q2 2022
Reduced 75.94%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
190
shares
|
$16,049
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
190
shares
|
$16,049
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
189
shares
|
$15,964
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
188
shares
|
$15,880
0.0% of portfolio
|
Q4 2025
Added 11.9%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
185
shares
|
$15,626
0.0% of portfolio
|
Q2 2025
Reduced 11.48%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
174
shares
|
$14,697
0.01% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
173
shares
|
$14,613
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
173
shares
|
$14,613
0.0% of portfolio
|
Q4 2023
Added 37.3%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
170
shares
|
$14,359
0.01% of portfolio
|
Q2 2025
Reduced 19.81%
|
|