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 |
|---|---|---|---|---|---|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
34,980
shares
|
$2.95 Million
0.16% of portfolio
|
Q4 2025
Reduced 14.52%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
34,876
shares
|
$2.95 Million
0.09% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
34,513
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.73%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
34,504
shares
|
$2.91 Million
0.21% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
33,652
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
33,509
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2025
Added 16.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
33,040
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
32,959
shares
|
$2.78 Million
0.01% of portfolio
|
Q3 2025
Added 18.36%
|
|
|
Kepler Cheuvreux (Suisse) Sa
Nyon, |
Nov 13, 2025 Q3 2025 |
32,741
shares
|
$2.77 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
32,224
shares
|
$2.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
32,000
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Kbc Group Nv
|
Jan 20, 2026 Q3 2025 |
31,904
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Tredje Ap Fonden
|
Nov 10, 2025 Q3 2025 |
31,508
shares
|
$2.66 Million
0.02% of portfolio
|
Q3 2025
Added 59.15%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
30,730
shares
|
$2.6 Million
0.14% of portfolio
|
Q3 2025
Added 22.53%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
30,590
shares
|
$2.58 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
30,213
shares
|
$2.55 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Uss Investment Management LTD
|
Nov 13, 2025 Q3 2025 |
29,943
shares
|
$2.53 Million
0.01% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
29,841
shares
|
$2.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
29,838
shares
|
$2.52 Million
0.6% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
29,294
shares
|
$2.47 Million
0.01% of portfolio
|
Q3 2023
Reduced 6.5%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Nov 14, 2025 Q3 2025 |
28,433
shares
|
$2.4 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
28,419
shares
|
$2.4 Million
0.02% of portfolio
|
Q3 2024
Added 281.82%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
28,316
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
27,710
shares
|
$2.34 Million
0.02% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,620
shares
|
$2.33 Million
0.21% of portfolio
|
Q2 2023
Reduced 7.69%
|
|