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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
170
shares
|
$14,359
0.0% of portfolio
|
Q2 2023
Added 70.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
169
shares
|
$14,275
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
161
shares
|
$13,599
0.0% of portfolio
|
Q1 2025
Reduced 67.86%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
158
shares
|
$13,346
0.01% of portfolio
|
Q4 2025
Reduced 45.14%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
157
shares
|
$13,261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
150
shares
|
$12,670
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
149
shares
|
$12,586
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
146
shares
|
$12,332
0.0% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
142
shares
|
$11,994
0.0% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
138
shares
|
$11,656
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
137
shares
|
$11,572
0.0% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
132
shares
|
$11,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
130
shares
|
$10,981
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
129
shares
|
$10,896
0.0% of portfolio
|
Q3 2025
Added 76.71%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
128
shares
|
$10,812
0.0% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
128
shares
|
$10,812
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
127
shares
|
$10,727
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
126
shares
|
$10,643
0.0% of portfolio
|
Q3 2025
Reduced 58.82%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
124
shares
|
$10,474
0.0% of portfolio
|
Q2 2025
Added 37.78%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
124
shares
|
$10,474
0.01% of portfolio
|
Q4 2025
Added 0.81%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
124
shares
|
$10,474
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
123
shares
|
$10,389
0.0% of portfolio
|
Q3 2023
Reduced 65.83%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
119
shares
|
$10,051
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
116
shares
|
$9,798
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
115
shares
|
$9,714
0.0% of portfolio
|
Q1 2025
Reduced 1.71%
|
|