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 861 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Groupe La Francaise
Paris, I0 |
Feb 14, 2025 Q4 2024 |
32,566
shares
|
$2.75 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
32,259
shares
|
$2.72 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
31,648
shares
|
$2.67 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
30,607
shares
|
$2.58 Million
0.01% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
30,270
shares
|
$2.56 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
29,485
shares
|
$2.49 Million
0.03% of portfolio
|
Q4 2024
Reduced 25.67%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
29,345
shares
|
$2.48 Million
0.09% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
29,295
shares
|
$2.47 Million
0.01% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
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%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
29,201
shares
|
$2.46 Million
0.3% of portfolio
|
Q4 2024
Added 18.48%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
29,179
shares
|
$2.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
29,005
shares
|
$2.45 Million
0.15% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
28,898
shares
|
$2.44 Million
0.2% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
28,828
shares
|
$2.43 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
28,000
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
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%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
27,604
shares
|
$2.33 Million
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
27,397
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Added 272.24%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
27,041
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
26,970
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
25,998
shares
|
$2.19 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
25,981
shares
|
$2.19 Million
0.04% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Sciencast Management LP
|
Feb 11, 2025 Q4 2024 |
25,919
shares
|
$2.19 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
25,842
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
Added 0.1%
|