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 |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
115
shares
|
$9,714
0.0% of portfolio
|
Q2 2025
Reduced 54.55%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
115
shares
|
$9,714
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
115
shares
|
$9,714
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
110
shares
|
$9,291
0.0% of portfolio
|
Q4 2022
Reduced 37.85%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
103
shares
|
$8,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
101
shares
|
$8,531
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
100
shares
|
$8,447
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
100
shares
|
$8,447
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
100
shares
|
$8,447
0.0% of portfolio
|
Q3 2023
Reduced 66.89%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
100
shares
|
$8,447
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
100
shares
|
$8,447
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
100
shares
|
$8,447
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
83
shares
|
$7,011
0.0% of portfolio
|
Q3 2025
Reduced 11.7%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
80
shares
|
$6,757
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
78
shares
|
$6,588
0.01% of portfolio
|
Q1 2025
Reduced 24.27%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
78
shares
|
$6,588
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
75
shares
|
$6,335
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
75
shares
|
$6,335
0.01% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
72
shares
|
$6,081
0.0% of portfolio
|
Q4 2024
Reduced 61.08%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
72
shares
|
$6,081
0.0% of portfolio
|
Q4 2024
Reduced 61.08%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
71
shares
|
$5,997
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
70
shares
|
$5,912
0.0% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
68
shares
|
$5,743
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
64
shares
|
$5,406
0.0% of portfolio
|
Q3 2025
Reduced 18.99%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
58
shares
|
$4,899
0.0% of portfolio
|
Q2 2025
New holding
|
|