Purchases and Sales Made in Q4 2025 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
380K+ 1173.81% |
$29.8M - $32.4M
|
412K
$34.8M
|
|
|
Jan 26, 2026
Q4 2025
|
Kbc Group Nv
|
BUY
|
- |
365K+ 1144.58% |
$28.6M - $31.1M
|
397K
$33.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
236K+ 2878.11% |
$18.5M - $20.2M
|
245K
$20.7M
|
|
|
Jan 26, 2026
Q4 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
118KNew |
$9.24M - $10.1M
|
118K
$9.96M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
81.5K+ 26.1% |
$6.39M - $6.95M
|
394K
$33.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
44.9KNew |
$3.52M - $3.83M
|
44.9K
$3.79M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
20.8K+ 91.44% |
$1.63M - $1.77M
|
43.5K
$3.67M
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
17.7K+ 33.34% |
$1.38M - $1.5M
|
70.6K
$5.96M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
16.6KNew |
$1.3M - $1.41M
|
16.6K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.2K+ 47.26% |
$1.27M - $1.38M
|
50.4K
$4.26M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
14.2K+ 315.56% |
$1.11M - $1.21M
|
18.7K
$1.58M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
11.3KNew |
$887K - $965K
|
11.3K
$956K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
11K+ 22.39% |
$858K - $934K
|
59.9K
$5.06M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.95K+ 4.66% |
$623K - $677K
|
179K
$15.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.76K+ 17.47% |
$451K - $491K
|
38.7K
$3.27M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.94K+ 60.29% |
$387K - $421K
|
13.1K
$1.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.44KNew |
$348K - $379K
|
4.44K
$375K
|
|
|
Jan 20, 2026
Q4 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
3.89KNew |
$305K - $332K
|
3.89K
$329K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.54KNew |
$278K - $302K
|
3.54K
$299K
|
|
|
Jan 21, 2026
Q4 2025
|
Provident Living Financial Services, Inc.
Lehi, UT |
BUY
|
- |
3.38KNew |
$265K - $288K
|
3.38K
$285K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.28K+ 38.64% |
$257K - $280K
|
11.8K
$995K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.21KNew |
$252K - $274K
|
3.21K
$271K
|
|
|
Jan 26, 2026
Q4 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.87K+ 17.4% |
$225K - $245K
|
19.4K
$1.64M
|
|
|
Jan 22, 2026
Q4 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2.65KNew |
$208K - $226K
|
2.65K
$224K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.64KNew |
$207K - $225K
|
2.64K
$223K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.62KNew |
$206K - $224K
|
2.62K
$221K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.49K+ 18.98% |
$195K - $212K
|
15.6K
$1.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.41KNew |
$189K - $206K
|
2.41K
$204K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.38KNew |
$186K - $203K
|
2.38K
$201K
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.36KNew |
$185K - $201K
|
2.36K
$199K
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.31KNew |
$181K - $197K
|
2.31K
$195K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.9K+ 2.25% |
$149K - $162K
|
86.2K
$7.28M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.64K+ 28.16% |
$128K - $139K
|
7.45K
$629K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.6K+ 25.77% |
$125K - $136K
|
7.79K
$658K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1.48K+ 17.55% |
$116K - $126K
|
9.9K
$836K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.41K+ 4.03% |
$110K - $120K
|
36.3K
$3.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.23K+ 2.39% |
$96.4K - $105K
|
52.7K
$4.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.16KNew |
$90.8K - $98.7K
|
1.16K
$97.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.08K+ 41.89% |
$84.6K - $92K
|
3.66K
$309K
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
977New |
$76.6K - $83.3K
|
977
$82.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Unison Advisors LLC
|
BUY
|
- |
598+ 0.99% |
$46.9K - $51K
|
61.2K
$5.17M
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
551+ 71.56% |
$43.2K - $47K
|
1.32K
$112K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
535+ 0.62% |
$41.9K - $45.6K
|
86.8K
$7.33M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
512+ 3.18% |
$40.1K - $43.7K
|
16.6K
$1.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
441+ 10.34% |
$34.6K - $37.6K
|
4.71K
$398K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
431New |
$33.8K - $36.7K
|
431
$36.4K
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
417+ 87.61% |
$32.7K - $35.6K
|
893
$75.4K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
413+ 3754.55% |
$32.4K - $35.2K
|
424
$35.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
394+ 0.34% |
$30.9K - $33.6K
|
117K
$9.85M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
346+ 8.74% |
$27.1K - $29.5K
|
4.31K
$364K
|
|