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 828 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
39,668
shares
|
$3.24 Million
0.04% of portfolio
|
Q3 2024
Added 30.44%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 14, 2024 Q3 2024 |
39,108
shares
|
$3.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
38,498
shares
|
$3.14 Million
0.03% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
38,013
shares
|
$3.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
37,729
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Tredje Ap Fonden
|
Nov 08, 2024 Q3 2024 |
37,683
shares
|
$3.08 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
37,141
shares
|
$3.03 Million
0.02% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
36,679
shares
|
$3 Million
0.12% of portfolio
|
Q3 2024
Added 358.09%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
35,024
shares
|
$2.86 Million
0.1% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
34,587
shares
|
$2.82 Million
0.11% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,504
shares
|
$2.82 Million
0.07% of portfolio
|
Q3 2024
Added 36.75%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
34,479
shares
|
$2.82 Million
0.03% of portfolio
|
Q3 2024
Reduced 21.8%
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
33,974
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2024
Added 68.8%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
33,843
shares
|
$2.76 Million
0.04% of portfolio
|
Q2 2024
Added 2.75%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
33,739
shares
|
$2.76 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33,096
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
33,032
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2024
Added 41.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
32,413
shares
|
$2.65 Million
0.01% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
31,952
shares
|
$2.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
30,872
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
30,693
shares
|
$2.51 Million
0.02% of portfolio
|
Q3 2024
Added 91.0%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 30, 2024 Q3 2024 |
30,284
shares
|
$2.47 Million
0.97% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
30,270
shares
|
$2.47 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
30,042
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
29,294
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2023
Reduced 6.5%
|