Purchases and Sales Made in Q1 2023 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q1 2023. The information is specifically focused on institutions that hold shares of PRINCIPAL FINANCIAL GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.06K- 52.31% |
$562K - $753K
|
7.35K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.34K- 1.43% |
$581K - $779K
|
574K
$47.1M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-8.6K- 0.47% |
$599K - $803K
|
1.82M
$149M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-8.63K- 2.98% |
$602K - $806K
|
281K
$23M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-8.97K- 10.56% |
$625K - $838K
|
76K
$6.24M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.15K- 3.75% |
$637K - $854K
|
234K
$19.2M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-9.9K- 2.3% |
$690K - $925K
|
421K
$34.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10K- 53.63% |
$697K - $934K
|
8.65K
$709K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-10.3K- 2.57% |
$719K - $964K
|
391K
$32.1M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.4K- 23.36% |
$722K - $967K
|
34K
$2.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-10.6K- 20.35% |
$739K - $990K
|
41.5K
$3.4M
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-10.8K- 4.52% |
$753K - $1.01M
|
228K
$18.7M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-11K- 12.5% |
$763K - $1.02M
|
76.7K
$6.29M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-11.7K- 1.87% |
$816K - $1.09M
|
616K
$50.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-12K- 27.22% |
$839K - $1.12M
|
32.2K
$2.64M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-12.3K- 4.42% |
$857K - $1.15M
|
266K
$21.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-13.2K- 35.91% |
$923K - $1.24M
|
23.6K
$1.94M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.3K- 13.54% |
$926K - $1.24M
|
84.9K
$6.96M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14.7K- 76.97% |
$1.02M - $1.37M
|
4.39K
$360K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-15.4K- 29.37% |
$1.07M - $1.43M
|
36.9K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-15.8K- 72.92% |
$1.1M - $1.48M
|
5.88K
$482K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-16.3K- 21.27% |
$1.13M - $1.52M
|
60.2K
$4.94M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-17K- 4.62% |
$1.18M - $1.58M
|
350K
$28.7M
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-17.5K- 7.43% |
$1.22M - $1.64M
|
218K
$17.9M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-19.5K- 18.63% |
$1.36M - $1.82M
|
85.3K
$7M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-20.1K- 13.71% |
$1.4M - $1.88M
|
127K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-20.7K- 51.24% |
$1.44M - $1.93M
|
19.7K
$1.61M
|
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-22.8K- 30.57% |
$1.59M - $2.13M
|
51.9K
$4.26M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-23K- 41.39% |
$1.6M - $2.15M
|
32.5K
$2.67M
|
|
|
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-23K- 5.87% |
$1.6M - $2.15M
|
369K
$30.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23.4K- 64.25% |
$1.63M - $2.18M
|
13K
$1.07M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-23.5K- 98.65% |
$1.64M - $2.19M
|
320
$26.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-25K- 45.52% |
$1.74M - $2.34M
|
29.9K
$2.45M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-26.3K- 23.66% |
$1.83M - $2.45M
|
84.7K
$6.95M
|
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-27.3K- 9.15% |
$1.9M - $2.55M
|
271K
$22.3M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-30.2K- 84.59% |
$2.1M - $2.82M
|
5.5K
$451K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-37.1K- 88.48% |
$2.59M - $3.46M
|
4.83K
$396K
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-37.9K- 50.78% |
$2.64M - $3.54M
|
36.8K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-40.5K- 77.03% |
$2.82M - $3.78M
|
12.1K
$990K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-41K- 37.6% |
$2.86M - $3.83M
|
68.1K
$5.58M
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-41.9K- 4.14% |
$2.92M - $3.91M
|
971K
$79.7M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44K- 10.51% |
$3.06M - $4.11M
|
374K
$30.7M
|
|
|
May 12, 2023
Q1 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-44.6K- 81.31% |
$3.11M - $4.16M
|
10.2K
$841K
|
|
|
May 11, 2023
Q1 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-45.4K- 60.3% |
$3.16M - $4.24M
|
29.9K
$2.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-46.7K- 91.54% |
$3.26M - $4.36M
|
4.31K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-54.4K- 87.93% |
$3.79M - $5.08M
|
7.47K
$612K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-57K- 1.88% |
$3.97M - $5.32M
|
2.98M
$244M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-59.1K- 8.74% |
$4.12M - $5.52M
|
617K
$50.6M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-63.1K- 26.59% |
$4.39M - $5.89M
|
174K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
SELL
|
- |
-68.6K- 66.45% |
$4.78M - $6.41M
|
34.6K
$2.84M
|