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 |
|---|---|---|---|---|---|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
45,322
shares
|
$3.83 Million
0.05% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Econ Financial Services Corp
|
Jan 15, 2026 Q4 2025 |
44,914
shares
|
$3.79 Million
1.96% of portfolio
|
Q4 2025
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
44,867
shares
|
$3.79 Million
0.15% of portfolio
|
Q3 2025
Added 80.19%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 06, 2025 Q3 2025 |
43,722
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
43,130
shares
|
$3.64 Million
0.11% of portfolio
|
Q3 2025
Added 20.64%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
42,565
shares
|
$3.6 Million
0.19% of portfolio
|
Q3 2025
Reduced 21.5%
|
|
|
Retirement Systems Of Alabama
|
Jan 15, 2026 Q4 2025 |
42,531
shares
|
$3.59 Million
0.01% of portfolio
|
Q4 2025
Reduced 1.65%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
42,108
shares
|
$3.56 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
41,448
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
41,155
shares
|
$3.48 Million
0.21% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
40,802
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2025
Added 21.24%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
39,422
shares
|
$3.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
39,109
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
38,503
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
37,192
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
36,649
shares
|
$3.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
36,579
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
36,482
shares
|
$3.08 Million
0.02% of portfolio
|
Q3 2025
Reduced 42.25%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 12, 2025 Q3 2025 |
36,416
shares
|
$3.08 Million
0.05% of portfolio
|
Q3 2025
Added 48.55%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
36,389
shares
|
$3.07 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
35,998
shares
|
$3.04 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
35,769
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 54.69%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
35,764
shares
|
$3.02 Million
0.03% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
35,645
shares
|
$3.01 Million
0.03% of portfolio
|
Q3 2025
Added 19.18%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
35,312
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|