Filing Research | PFG - Principal Financial Group Inc Institutional Holdings

Snapshot holdings

50 / 260 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	347.1KSH	$37.4M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	268.4KSH	$28.9M
3	Trust Point Inc.	Shares	238.0KSH	$25.7M
4	Sound Income Strategies, LLC	Shares	222.7KSH	$24.0M
5	Mirae Asset Global Investments Co., Ltd.	Shares	213.0KSH	$23.0M
6	ADAMS DIVERSIFIED EQUITY FUND, INC.	Shares	209.1KSH	$22.5M
7	Swedbank AB	Shares	209.0KSH	$22.5M
8	Robeco Institutional Asset Management B.V.	Shares	189.5KSH	$20.4M
9	ASR Vermogensbeheer N.V.	Shares	176.6KSH	$19.0M
10	LBP AM SA	Shares	136.0KSH	$14.7M
11	Goelzer Investment Management, Inc.	Shares	112.4KSH	$12.1M
12	DMKC Advisory Services, LLC	Shares	72.8KSH	$7.9M
13	Unison Advisors LLC	Shares	62.3KSH	$6.7M
14	Czech National Bank	Shares	56.0KSH	$6.0M
15	IFM Investors Pty Ltd	Shares	50.5KSH	$5.4M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	48.4KSH	$5.1M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	43.4KSH	$4.7M
18	Police & Firemen's Retirement System of New Jersey	Shares	33.1KSH	$3.6M
19	Munich Reinsurance Co Stock Corp in Munich	Shares	29.0KSH	$3.1M
20	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	27.2KSH	$2.9M
21	DAVENPORT & Co LLC	Shares	26.3KSH	$2.8M
22	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	25.6KSH	$2.8M
23	Columbus Macro, LLC	Shares	25.2KSH	$2.7M
24	Avanza Fonder AB	Shares	21.6KSH	$2.3M
25	Foster Group, Inc.	Shares	19.7KSH	$2.1M
26	Mediolanum International Funds Ltd	Shares	18.5KSH	$2.0M
27	GoalVest Advisory LLC	Shares	18.3KSH	$2.0M
28	NIPPON LIFE INSURANCE CO	Shares	18.1MSH	$2.0M
29	Crossmark Global Holdings, Inc.	Shares	17.3KSH	$1.9M
30	Farther Finance Advisors, LLC	Shares	17.2KSH	$1.9M
31	Brookstone Capital Management	Shares	17.2KSH	$1.9M
32	Merit Financial Group, LLC	Shares	17.1KSH	$1.8M
33	Fideuram Asset Management (Ireland) dac	Shares	17.1KSH	$1.8M
34	Sequoia Financial Advisors, LLC	Shares	16.6KSH	$1.8M
35	PensionDanmark Pensionsforsikringsaktieselskab	Shares	16.1KSH	$1.7M
36	D.A. DAVIDSON & CO.	Shares	14.2KSH	$1.5M
37	BENJAMIN EDWARDS INC	Shares	13.8KSH	$1.5M
38	Procyon Advisors, LLC	Shares	13.7KSH	$1.5M
39	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	13.3KSH	$1.4M
40	HARTFORD INVESTMENT MANAGEMENT CO	Shares	13.2KSH	$1.4M
41	ABN AMRO INVESTMENT SOLUTIONS	Shares	11.8KSH	$1.3M
42	WEST BANCORPORATION INC	Shares	11.7KSH	$1.3M
43	Raleigh Capital Management Inc.	Shares	10.8KSH	$1.2M
44	Martin Capital Partners, LLC	Shares	10.7KSH	$1.2M
45	Park Edge Advisors, LLC	Shares	10.2KSH	$1.1M
46	Louisiana State Employees Retirement System	Shares	10.0KSH	$1.1M
47	MIZUHO SECURITIES USA LLC	Shares	12.0KSH	$1.1M
48	FULTON BANK, N.A.	Shares	9.7KSH	$1.0M
49	Oak Thistle LLC	Shares	9.6KSH	$1.0M
50	GAMMA Investing LLC	Shares	9.6KSH	$1.0M

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Manager changes2026-06-30 vs 2026-03-31

50 / 272 loaded

#		Instrument
1	ASR Vermogensbeheer N.V. added	Shares	+157.9K	+$17.4M	$19.0M
2	Robeco Institutional Asset Management B.V. added	Shares	+60.6K	+$8.8M	$20.4M
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+29.9K	+$6.5M	$23.0M
4	LBP AM SA added	Shares	+26.7K	+$4.8M	$14.7M
5	Swedbank AB added	Shares	+4.0K	+$4.1M	$22.5M
6	ADAMS DIVERSIFIED EQUITY FUND, INC. unchanged	Shares	0	+$3.7M	$22.5M
7	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-43.2K	+$2.2M	$37.4M
8	Sound Income Strategies, LLC trimmed	Shares	-21.3K	+$2.0M	$24.0M
9	Fideuram Asset Management (Ireland) dac added	Shares	+15.5K	+$1.7M	$1.8M
10	Goelzer Investment Management, Inc. trimmed	Shares	-4.5K	+$1.6M	$12.1M
11	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new	Shares	+13.3K	+$1.4M	$1.4M
12	DMKC Advisory Services, LLC added	Shares	+36	+$1.3M	$7.9M
13	IFM Investors Pty Ltd added	Shares	+4.1K	+$1.3M	$5.4M
14	Czech National Bank added	Shares	+2.1K	+$1.2M	$6.0M
15	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+9.7K	+$1.2M	$1.7M
16	Martin Capital Partners, LLC trimmed	Shares	-33	+$1.2M	$1.2M
17	Unison Advisors LLC added	Shares	+494	+$1.1M	$6.7M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.8K	+$1.1M	$5.1M
19	Oak Thistle LLC new	Shares	+9.6K	+$1.0M	$1.0M
20	Avanza Fonder AB added	Shares	+7.3K	+$1.0M	$2.3M
21	DAVENPORT & Co LLC added	Shares	+5.3K	+$940.0K	$2.8M
22	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+4.4K	+$874.2K	$2.9M
23	First Bank & Trust added	Shares	+4.9K	+$572.1K	$777.7K
24	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.7K	+$526.9K	$4.7M
25	Merit Financial Group, LLC added	Shares	+2.2K	+$500.8K	$1.8M
26	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-1.1K	+$488.4K	$3.6M
27	Raleigh Capital Management Inc. added	Shares	+3.0K	+$464.4K	$1.2M
28	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$452.7K	$2.8M
29	Brookstone Capital Management added	Shares	+1.4K	+$426.8K	$1.9M
30	Columbus Macro, LLC trimmed	Shares	-223	+$425.2K	$2.7M
31	BENJAMIN EDWARDS INC added	Shares	+1.9K	+$415.1K	$1.5M
32	Blackhawk Capital Partners, LLC added	Shares	+3.0K	+$390.7K	$756.4K
33	Ballentine Partners, LLC added	Shares	+3.1K	+$380.2K	$627.6K
34	Sequoia Financial Advisors, LLC added	Shares	+899	+$373.6K	$1.8M
35	Foster Group, Inc. added	Shares	+177	+$364.4K	$2.1M
36	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+1.5K	+$345.4K	$1.3M
37	Farther Finance Advisors, LLC added	Shares	+245	+$327.6K	$1.9M
38	Crossmark Global Holdings, Inc. added	Shares	+165	+$320.6K	$1.9M
39	NIPPON LIFE INSURANCE CO unchanged	Shares	0	+$320.5K	$2.0M
40	WEST BANCORPORATION INC added	Shares	+1.1K	+$306.5K	$1.3M
41	GoalVest Advisory LLC trimmed	Shares	-231	+$303.2K	$2.0M
42	FULTON BANK, N.A. added	Shares	+1.1K	+$273.0K	$1.0M
43	MISSION WEALTH MANAGEMENT, LP new	Shares	+2.4K	+$263.1K	$263.1K
44	Plus Group Wealth Advisors LLC new	Shares	+2.4K	+$255.8K	$255.8K
45	FOURPATH CAPITAL MANAGEMENT, LLC added	Shares	+1.7K	+$254.3K	$620.8K
46	Apollon Wealth Management, LLC added	Shares	+1.4K	+$254.0K	$791.0K
47	GAMMA Investing LLC added	Shares	+912	+$251.5K	$1.0M
48	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1.8K	+$250.8K	$541.6K
49	Diversified Trust Co new	Shares	+2.3K	+$248.1K	$248.1K
50	Annex Advisory Services, LLC new	Shares	+2.2K	+$241.1K	$241.1K

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