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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
197,648
shares
|
$16.7 Million
0.01% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
194,981
shares
|
$16.5 Million
0.02% of portfolio
|
Q3 2025
Added 21.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
192,862
shares
|
$16.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.43%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
190,261
shares
|
$16.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 39.54%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2025 Q3 2025 |
188,766
shares
|
$15.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
185,065
shares
|
$15.6 Million
0.03% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Capital Management Corp
|
Nov 04, 2025 Q3 2025 |
172,736
shares
|
$14.6 Million
2.52% of portfolio
|
Q3 2025
Added 19.23%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
170,695
shares
|
$14.4 Million
0.1% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
168,710
shares
|
$14.3 Million
0.01% of portfolio
|
Q3 2025
Added 94.01%
|
|
|
Edentree Asset Management LTD
London, X0 |
Nov 10, 2025 Q3 2025 |
168,600
shares
|
$14.2 Million
3.36% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
164,212
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.78%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
164,200
shares
|
$13.9 Million
0.12% of portfolio
|
Q3 2022
Added 3907.81%
|
|
|
Abrdn PLC
|
Jan 16, 2026 Q4 2025 |
161,708
shares
|
$13.7 Million
0.02% of portfolio
|
Q4 2025
Reduced 4.93%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
161,446
shares
|
$13.6 Million
0.01% of portfolio
|
Q2 2023
Added 3.89%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
161,017
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
159,856
shares
|
$13.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
158,500
shares
|
$13.4 Million
0.08% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
148,973
shares
|
$12.6 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
146,807
shares
|
$12.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
143,254
shares
|
$12.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
140,422
shares
|
$11.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 20.8%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
139,285
shares
|
$11.8 Million
0.02% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
135,150
shares
|
$11.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
134,405
shares
|
$11.4 Million
0.41% of portfolio
|
Q3 2025
Added 71.02%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
134,380
shares
|
$11.4 Million
0.08% of portfolio
|
Q3 2025
Added 0.14%
|
|