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Get Institutions for : 
Principal Financial Group Inc (PFG)  
$79.12 1.94 (2.39%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 720    23
Total shares held : 
 168,840,749  
% of shares held : 
 61.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -65  
Amount of shares held : 
 242,611  
% of shares held change : 
   0.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $70.21  
Last Quarter's Ending Price : 
 $78.67  
Last Quarter's Average Price : 
 $72.43  
Change from last quarter's     
avg. price to the last closing  : 
6.69 (9.24%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 4,433,451
 2.63%
 
Increased Positions :
234
 7,643,956
 4.53%
 
Unchanged Positions :
162
 19,613,837
 11.62%
 
Decreased Positions :
276
-10,768,040
-6.38%
 
Closed Positions :
71
-1,066,756
-0.63%
 
Guru Positions :
2
6,621
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NIPPON LIFE INSURANCE CO 1 - 2024-03-31 18,137,000 $1,565,404,000 0
   National Pension Service 353 - 2023-12-31 398,146 $31,322,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 101 - 2024-03-31 388,964 $30,600,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 426 - 2023-12-31 130,702 $10,282,000 0
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 320 - 2023-12-31 105,022 $8,262,000 0
   STATE TREASURER STATE OF MICHIGAN 407 - 2024-03-31 60,080 $5,186,000 0
   IFM Investors Pty Ltd 348 - 2024-03-31 52,178 $4,503,000 0
   HOHIMER WEALTH MANAGEMENT LLC 65 - 2023-12-31 25,008 $1,967,000 0
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 481 - 2023-12-31 22,747 $1,790,000 0
   Gulf International Bank (UK) Ltd 361 - 2024-03-31 20,058 $1,731,000 0
   Maryland State Retirement & Pension System 479 - 2024-03-31 18,456 $1,448,000 0
   MONTAG A & ASSOCIATES INC 189 - 2023-12-31 17,596 $1,384,000 0
   NORDEA INVESTMENT MANAGEMENT AB 774 - 2023-12-31 16,440 $1,299,000 0
   Park Edge Advisors LLC 55 - 2024-03-31 10,891 $940,000 0
   LSV ASSET MANAGEMENT 696 - 2023-12-31 11,500 $905,000 0
   PSI Advisors LLC 56 - 2024-03-31 10,284 $888,000 0
   South Dakota Investment Council 478 - 2023-12-31 11,130 $876,000 0
   HOLDERNESS INVESTMENTS CO 106 - 2023-12-31 9,936 $782,000 0
   OBERMEYER ASSET MANAGEMENT CO 88 - 2023-12-31 9,511 $748,000 0
   Johnson Midwest Financial LLC 10 - 2023-09-30 9,488 $684,000 0
   Wolff Financial Management LLC 53 - 2024-03-31 7,815 $675,000 0
   Lion Street Advisors LLC 86 - 2024-03-31 8,410 $662,000 0
   Sunbelt Securities Inc. 275 - 2024-03-31 7,120 $615,000 0
   REGIONS FINANCIAL CORP 581 - 2024-03-31 6,235 $538,000 0
   PALISADE ASSET MANAGEMENT, LLC 144 - 2023-12-31 6,800 $535,000 0
   J. W. Coons Advisors LLC 172 - 2023-12-31 4,495 $354,000 0
   BARTLETT & CO. LLC 394 - 2023-12-31 4,155 $329,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 394 - 2023-12-31 4,155 $329,000 0
   Qtron Investments LLC 398 - 2023-12-31 4,154 $327,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 255 - 2024-03-31 3,696 $319,000 0
   9258 Wealth Management LLC 254 - 2023-12-31 3,783 $298,000 0
   Symmetry Partner LLC 419 - 2024-03-31 3,395 $293,000 0
   CORNERCAP INVESTMENT COUNSEL INC 490 - 2023-12-31 3,535 $278,000 0
   Archer Investment Corp 187 - 2023-12-31 3,479 $274,000 0
   Legacy Bridge LLC 123 - 2024-03-31 3,145 $271,000 0
   Glassy Mountain Advisors Inc. 50 - 2024-03-31 3,000 $259,000 0
   First Citizens Financial Corp 97 - 2023-12-31 3,261 $257,000 0
   Kinloch Capital LLC 64 - 2023-12-31 3,130 $246,000 0
   Jackson Grant Investment Advisers Inc. 89 - 2023-12-31 3,071 $242,000 0
   Security National Bank 100 - 2024-03-31 2,795 $241,000 0
   SECURITY NATIONAL BANK OF SO DAK 90 - 2023-12-31 3,000 $236,000 0
   SAGEWORTH TRUST CO 75 - 2024-03-31 2,577 $222,000 0
   TSFG LLC 138 - 2024-03-31 2,479 $214,000 0
   West Financial Advisors LLC 55 - 2024-03-31 2,462 $212,000 0
   VisionPoint Advisory Group LLC 152 - 2023-12-31 2,462 $194,000 0
   ATLAS CAPITAL ADVISORS LLC 384 - 2024-03-31 1,886 $163,000 0
   Silvant Capital Management LLC - 2023-12-31 1,747 $137,000 0
   HARBOR INVESTMENT ADVISORY LLC 398 - 2024-03-31 1,576 $136,000 0
   JNBA FINANCIAL ADVISORS 213 - 2024-03-31 1,532 $132,000 0
   Laffer Tengler Investments 149 - 2023-12-31 1,392 $110,000 0
   TCTC HOLDINGS, LLC 235 - 2023-12-31 1,380 $109,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 320 - 2024-03-31 1,082 $93,000 0
   DUNCKER STREETT & CO INC 276 - 2024-03-31 1,010 $87,000 0
   Pinnacle Bank 312 - 2024-03-31 951 $82,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 381 - 2022-12-31 971 $81,000 0
   CVA Family Office LLC 401 - 2024-03-31 925 $80,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 92 - 2022-12-31 947 $79,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 356 - 2024-03-31 950 $77,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 679 - 2023-12-31 887 $70,000 0
   Burleson & Company LLC 159 - 2022-12-31 785 $66,000 0
   JOHNSON FINANCIAL GROUP, INC. 426 - 2023-12-31 804 $63,000 0
   Stephens Consulting LLC 155 - 2024-03-31 725 $63,000 0
   GODSEY & GIBB ASSOCIATES 151 - 2024-03-31 700 $60,000 0
   CITY HOLDING CO 308 - 2024-03-31 653 $56,000 0
   Systematic Alpha Investments LLC 274 - 2023-12-31 700 $55,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 209 - 2023-12-31 676 $53,000 0
   CLEAN YIELD GROUP - 2023-12-31 659 $52,000 0
   FinTrust Capital Advisors LLC 458 - 2023-12-31 665 $52,000 0
   Harvest Fund Management Co. Ltd 416 - 2023-12-31 775 $50,000 0
   First Command Advisory Services Inc. 244 - 2023-12-31 628 $49,000 0
   First Command Financial Services Inc. 239 - 2023-06-30 628 $48,000 0
   First Command Bank 239 - 2023-06-30 628 $48,000 0
   Private Ocean LLC 245 - 2024-03-31 554 $48,000 0
   HAZLETT BURT & WATSON INC. - 2023-12-31 583 $46,000 0
   SIT INVESTMENT ASSOCIATES INC 509 - 2023-12-31 575 $45,000 0
   Stilwell Value LLC 32 - 2023-12-31 547 $43,000 0
   ST GERMAIN D J CO INC 410 - 2024-03-31 489 $42,000 0
   SRS Capital Advisors Inc. 521 - 2023-12-31 509 $40,000 0
   Glassman Wealth Services 509 - 2023-12-31 493 $39,000 0
   Truvestments Capital LLC 351 - 2023-12-31 500 $39,000 0
   Asset Dedication LLC 481 - 2024-03-31 453 $39,000 0
   MOTCO 308 - 2023-12-31 494 $39,000 0
   Newbridge Financial Services Group Inc. 468 - 2024-03-31 418 $36,000 0
   Paladin Advisory Group LLC 162 - 2023-12-31 449 $35,000 0
   Planning Capital Management Corp 224 - 2024-03-31 396 $34,000 0
   MCF Advisors LLC 436 - 2024-03-31 394 $34,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 207 - 2023-12-31 415 $33,000 0
   GPS Wealth Strategies Group LLC 596 - 2023-12-31 404 $32,000 0
   TOTH FINANCIAL ADVISORY CORP 340 - 2024-03-31 365 $32,000 0
   Sugarloaf Wealth Management LLC 349 - 2024-03-31 364 $31,000 0
   MILLER WEALTH ADVISORS LLC 35 - 2023-12-31 396 $31,000 0
   DB Wealth Management Group LLC 199 - 2023-12-31 377 $30,000 0
   Riggs Asset Managment Co. Inc. 167 - 2023-12-31 372 $29,000 0
   Financial Perspectives Inc 340 - 2024-03-31 314 $27,000 0
   Fortitude Family Office LLC 232 - 2024-03-31 304 $26,000 0
   Providence Capital Advisors LLC 202 - 2023-12-31 320 $25,000 0
   Pflug Koory LLC 272 - 2024-03-31 285 $25,000 0
   Halpern Financial Inc. 120 - 2024-03-31 296 $25,000 0
   THOMPSON SIEGEL & WALMSLEY LLC 449 - 2023-12-31 300 $24,000 0
   HighMark Wealth Management LLC - 2023-12-31 310 $24,000 0
  100 Records found
  1    
  Page 1 of 1
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