ETF Holdings Breakdown of PFG

Stock Name	Principal Financial Group Inc
Ticker	PFG(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US74251V1026
LEI	CUMYEZJOAF02RYZ1JJ85

News associated with PFG

Kentucky Retirement Systems Insurance Trust Fund Sells 3,097 Shares of Principal Financial Group, Inc. (NYSE:PFG): Kentucky Retirement Systems Insurance Trust Fund reduced its stake in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 31.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,598 shares of the company’s stock after selling 3,097 shares during […] - 2025-06-25 09:20:52
State of Alaska Department of Revenue Raises Position in Principal Financial Group, Inc. (NYSE:PFG): State of Alaska Department of Revenue raised its stake in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 2.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,659 shares of the company’s stock after purchasing […] - 2025-06-24 07:54:58
Principal Financial Group, Inc. (NYSE:PFG) Shares Sold by ORG Partners LLC: ORG Partners LLC cut its stake in Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 35.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 508 shares of the company’s stock after selling 284 shares during the period. ORG Partners […] - 2025-06-23 09:22:53
Nilsine Partners LLC Sells 149 Shares of Principal Financial Group, Inc. (NYSE:PFG): Nilsine Partners LLC decreased its holdings in Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 3.1% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,594 shares of the company’s stock after selling 149 shares during the period. Nilsine Partners LLC’s […] - 2025-06-23 08:30:59
Brighton Jones LLC Has $289,000 Position in Principal Financial Group, Inc. (NYSE:PFG): Brighton Jones LLC raised its stake in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 16.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,429 shares of the company’s stock after buying an additional 494 shares during the quarter. Brighton […] - 2025-06-19 08:30:49
CX Institutional Purchases New Shares in Principal Financial Group, Inc. (NYSE:PFG): CX Institutional bought a new stake in Principal Financial Group, Inc. (NYSE:PFG – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,228 shares of the company’s stock, valued at approximately $188,000. Other hedge funds and other […] - 2025-06-16 08:14:49
Vest Financial LLC Takes Position in Principal Financial Group, Inc. (NYSE:PFG): Vest Financial LLC purchased a new stake in Principal Financial Group, Inc. (NYSE:PFG – Free Report) during the first quarter, according to its most recent 13F filing with the SEC. The firm purchased 9,333 shares of the company’s stock, valued at approximately $787,000. A number of other institutional investors have also modified their holdings of […] - 2025-06-09 10:16:45
Procyon Advisors LLC Invests $453,000 in Principal Financial Group, Inc. (NYSE:PFG): Procyon Advisors LLC purchased a new position in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 5,372 shares of the company’s stock, valued at approximately $453,000. A number of other hedge […] - 2025-06-09 08:51:12
Merit Financial Group LLC Acquires 2,137 Shares of Principal Financial Group, Inc. (NYSE:PFG): Merit Financial Group LLC increased its holdings in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 30.1% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 9,227 shares of the company’s stock after acquiring an additional 2,137 shares during the […] - 2025-06-09 08:14:52
Wealth Enhancement Advisory Services LLC Buys 1,150 Shares of Principal Financial Group, Inc. (NYSE:PFG): Wealth Enhancement Advisory Services LLC grew its stake in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 3.6% in the 4th quarter, Holdings Channel.com reports. The fund owned 33,071 shares of the company’s stock after acquiring an additional 1,150 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Principal Financial […] - 2025-06-05 08:29:03
Principal Financial Group (NYSE:PFG) Price Target Raised to $69.00: Principal Financial Group (NYSE:PFG – Free Report) had its price objective increased by Wells Fargo & Company from $68.00 to $69.00 in a research report report published on Tuesday,Benzinga reports. Wells Fargo & Company currently has an underweight rating on the stock. Several other analysts have also issued reports on the stock. Royal Bank of […] - 2025-05-02 08:42:47
Keefe, Bruyette & Woods Cuts Principal Financial Group (NYSE:PFG) Price Target to $86.00: Principal Financial Group (NYSE:PFG – Free Report) had its target price reduced by Keefe, Bruyette & Woods from $88.00 to $86.00 in a research report sent to investors on Tuesday morning,Benzinga reports. Keefe, Bruyette & Woods currently has a market perform rating on the stock. Several other equities analysts have also recently commented on PFG. […] - 2025-05-02 08:42:46
Envestnet Asset Management Inc. Buys 3,426 Shares of Principal Financial Group, Inc. (NYSE:PFG): Envestnet Asset Management Inc. raised its stake in Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 8.5% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 43,726 shares of the company’s stock after purchasing an additional 3,426 shares during the quarter. Envestnet Asset Management Inc.’s holdings in […] - 2025-04-25 07:40:55
Principal Financial Group, Inc. (NYSE:PFG) Shares Sold by Rockefeller Capital Management L.P.: Rockefeller Capital Management L.P. reduced its stake in Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 3.0% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 16,558 shares of the company’s stock after selling 511 shares during the quarter. Rockefeller […] - 2025-04-22 08:50:51
Raymond James Financial Inc. Takes Position in Principal Financial Group, Inc. (NYSE:PFG): Raymond James Financial Inc. acquired a new position in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 204,385 shares of the company’s stock, valued at approximately $15,821,000. Raymond James Financial […] - 2025-04-22 08:04:51
Cerity Partners LLC Trims Stake in Principal Financial Group, Inc. (NYSE:PFG): Cerity Partners LLC cut its holdings in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 29,179 shares of the company’s stock after selling 863 shares during the quarter. Cerity […] - 2025-04-16 08:15:13
Principal Financial Group, Inc. (NYSE:PFG) Shares Acquired by Federated Hermes Inc.: Federated Hermes Inc. increased its position in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 2.5% during the 4th quarter, HoldingsChannel reports. The fund owned 20,005 shares of the company’s stock after acquiring an additional 488 shares during the quarter. Federated Hermes Inc.’s holdings in Principal Financial Group were worth $1,549,000 at […] - 2025-04-15 09:44:57
Wells Fargo & Company MN Sells 77,149 Shares of Principal Financial Group, Inc. (NYSE:PFG): Wells Fargo & Company MN reduced its stake in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 29.7% in the fourth quarter, Holdings Channel reports. The fund owned 182,322 shares of the company’s stock after selling 77,149 shares during the quarter. Wells Fargo & Company MN’s holdings in Principal Financial Group were […] - 2025-04-15 09:09:08
Orion Portfolio Solutions LLC Purchases 644 Shares of Principal Financial Group, Inc. (NYSE:PFG): Orion Portfolio Solutions LLC lifted its position in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 23.0% in the fourth quarter, HoldingsChannel.com reports. The fund owned 3,438 shares of the company’s stock after buying an additional 644 shares during the period. Orion Portfolio Solutions LLC’s holdings in Principal Financial Group were worth […] - 2025-04-10 08:45:06
Schroder Investment Management Group Cuts Position in Principal Financial Group, Inc. (NYSE:PFG): Schroder Investment Management Group lowered its holdings in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 27.4% during the fourth quarter, HoldingsChannel.com reports. The firm owned 66,036 shares of the company’s stock after selling 24,929 shares during the period. Schroder Investment Management Group’s holdings in Principal Financial Group were worth $5,100,000 at […] - 2025-04-06 08:29:03
Corebridge Financial Inc. Sells 3,085 Shares of Principal Financial Group, Inc. (NYSE:PFG): Corebridge Financial Inc. lessened its holdings in Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 5.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 49,939 shares of the company’s stock after selling 3,085 shares during the quarter. Corebridge Financial Inc.’s holdings in […] - 2025-03-31 08:17:13
Principal Financial Group, Inc. (NYSE:PFG) Shares Sold by Thrivent Financial for Lutherans: Thrivent Financial for Lutherans decreased its holdings in Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 17.5% in the 4th quarter, HoldingsChannel reports. The firm owned 19,921 shares of the company’s stock after selling 4,228 shares during the quarter. Thrivent Financial for Lutherans’ holdings in Principal Financial Group were worth $1,542,000 as of its […] - 2025-03-31 07:32:50
Principal Financial Group Stock: Is PFG Underperforming the Financial Sector?: Principal Financial Group has notably underperformed the financial sector over the past year and analysts remain cautious about the stock’s prospects. - 2025-03-25 12:37:14
Corient Private Wealth LLC Sells 23,752 Shares of Principal Financial Group, Inc. (NYSE:PFG): Corient Private Wealth LLC lowered its holdings in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 40.9% in the 4th quarter, HoldingsChannel reports. The firm owned 34,300 shares of the company’s stock after selling 23,752 shares during the period. Corient Private Wealth LLC’s holdings in Principal Financial Group were worth $2,655,000 at […] - 2025-03-24 08:17:03
Independent Advisor Alliance Buys 742 Shares of Principal Financial Group, Inc. (NYSE:PFG): Independent Advisor Alliance grew its stake in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 19.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,573 shares of the company’s stock after acquiring an additional 742 shares during the quarter. […] - 2025-03-19 08:28:46
M&T Bank Corp Sells 652 Shares of Principal Financial Group, Inc. (NYSE:PFG): M&T Bank Corp reduced its stake in Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 5.2% during the 4th quarter, Holdings Channel reports. The firm owned 11,799 shares of the company’s stock after selling 652 shares during the period. M&T Bank Corp’s holdings in Principal Financial Group were worth $913,000 at the end of […] - 2025-03-12 08:17:10
Steward Partners Investment Advisory LLC Decreases Stake in Principal Financial Group, Inc. (NYSE:PFG): Steward Partners Investment Advisory LLC decreased its position in Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 7.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 8,705 shares of the company’s stock after selling 656 shares during the period. Steward Partners Investment […] - 2025-03-12 07:38:48
Oppenheimer & Co. Inc. Has $756,000 Stake in Principal Financial Group, Inc. (NYSE:PFG): Oppenheimer & Co. Inc. lifted its stake in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 6.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 9,763 shares of the company’s stock after buying an additional 616 shares during […] - 2025-03-06 11:08:38
Ieq Capital LLC Lowers Holdings in Principal Financial Group, Inc. (NYSE:PFG): Ieq Capital LLC reduced its stake in Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 52.3% during the 4th quarter, HoldingsChannel.com reports. The fund owned 4,464 shares of the company’s stock after selling 4,896 shares during the quarter. Ieq Capital LLC’s holdings in Principal Financial Group were worth $346,000 at the end of the […] - 2025-02-28 11:15:38
Global Retirement Partners LLC Sells 312 Shares of Principal Financial Group, Inc. (NYSE:PFG): Global Retirement Partners LLC cut its stake in Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 20.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,230 shares of the company’s stock after selling 312 shares during the quarter. Global […] - 2025-02-28 09:10:59

PFG institutional holdings

The following institutional investment holdings of PFG have been identified

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-23	IE00B5BMR087 (iShares Core S&P 500 UCITS ETF USD (Acc))	486,510 0.2%	USD 37,621,818 1.1%
2025-06-23	IE00BD8KRH84 (iShares Core S&P 500 UCITS ETF GBP Hedged (Dist))	486,510	USD 37,621,818
2025-06-23	IE00BL3J3G74 (iShares Core S&P 500 UCITS ETF MXN Hedged (Acc))	486,510	USD 37,621,818
2025-06-23	IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc))	361,503	USD 27,955,027
2025-06-23	IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist))	361,503	USD 27,955,027 0.9%
2025-06-23	IE00BKBF6H24 (iShares Core MSCI World UCITS ETF)	361,503	USD 27,955,027
2025-06-23	IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist))	361,503	USD 27,955,027
2025-06-23	IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist))	21,867	USD 1,690,975 0.9%
2025-06-23	IE0031442068 (iShares Core S&P 500 UCITS ETF USD (Dist))	76,249	USD 5,896,335
2025-06-23	IE00B6R52259 (iShares MSCI ACWI UCITS ETF)	62,309	USD 4,818,355 0.9%
2025-06-23	IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc))	66,144	USD 5,114,916
2025-06-23	IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist))	66,144	USD 5,114,916
2025-06-23	IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc))	66,144	USD 5,114,916
2025-06-23	IE00BMTX1Y45 (iShares S&P 500 Swap UCITS ETF USD (Acc))	19,567	USD 1,513,116
2025-06-23	IE000D3BWBR2 (iShares S&P 500 Swap UCITS ETF USD (Dist))	19,567	USD 1,513,116
2025-06-23	IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist))	26,043 -0.2%	USD 2,013,905 0.7%
2025-06-23	IE00B3ZW0K18 (iShares S&P 500 EUR Hedged UCITS ETF (Acc))	31,862	USD 2,136,844
2025-06-23	IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP)	7,101	USD 549,120
2025-06-23	IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP)	7,101	USD 549,120
2025-06-23	IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist))	18,823	USD 1,455,583
2025-06-23	IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF)	18,823	USD 1,455,583
2025-06-23	IE0003WV2ME7 (iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc))	125,474 -0.1%	USD 9,702,904 0.9%
2025-06-23	IE000MLMNYS0 (iShares S&P 500 Equal Weight UCITS ETF USD (Acc))	125,474	USD 9,702,904
2025-06-23	IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc))	13,703	USD 919,000 0.8%
2025-06-23	IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc))	9,877	USD 763,788
2025-06-23	IE00B4JNQZ49 (iShares S&P 500 Financials Sector UCITS ETF USD (Acc))	73,591	USD 5,690,792
2025-06-23	IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD)	5,622	USD 434,749
2025-06-23	IE00BMXC7V63 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc))	5,002	USD 386,805
2025-06-23	IE000G4PH2B1 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD Dist)	5,002	USD 386,805
2025-06-23	IE00B3Y8X563 (iShares S&P 500 GBP Hedged UCITS ETF (Acc))	4,842	USD 277,593
2025-06-23	IE00BZ0PKT83 (iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) GBP)	10,146	USD 784,590
2025-06-23	IE00BYXPXK00 (iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc))	10,146	USD 784,590 0.9%
2025-06-23	IE000R9FA4A0 (iShares S&P 500 ESG UCITS ETF USD (Acc))	3,609	USD 279,084
2025-06-23	IE000OKVTDF7 (iShares MSCI USA Value Factor ESG UCITS ETF USD (Acc))	4,289	USD 331,668
2025-06-23	IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc))	1,316	USD 75,447
2025-06-23	IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc))	4,823	USD 372,963
2025-06-23	IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc))	12,515	USD 967,785
2025-06-23	IE00BZ0PKS76 (iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc))	2,518	USD 194,717
2025-06-23	IE00BG13YZ23 (iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist))	2,518	USD 194,717 0.9%
2025-06-23	IE00BJ5JP097 (iShares MSCI World Financials Sector ESG UCITS ETF USD (Dist))	740	USD 57,224 0.9%
2025-06-23	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	1,516	USD 117,232
2025-06-23	IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc))	62,309	USD 4,818,355 0.9%
2024-11-08	IE000X08RX14 (iShares MSCI World ESG Enhanced UCITS ETF NZD Hedged (Acc))	6,467	USD 552,605 -0.6%
2025-06-23	IE00BKM4H312 (iShares MSCI USA Dividend IQ UCITS)	31,422	USD 2,429,863
2025-06-23	IE00BP3QZB59 (iShares Edge MSCI World Value Factor UCITS ETF)	25,382	USD 1,962,790
2025-06-23	IE00BFYTYS33 (iShares Edge MSCI World Value Factor UCITS USD Dist)	25,382	USD 1,962,790 0.9%
2025-06-23	IE00BD1F4M44 (iShares Edge MSCI USA Value Factor UCITS ETF USD (Acc) GBP)	28,206	USD 2,181,170
2025-06-23	IE00BFF5RX68 (iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist))	28,206	USD 2,181,170
Total =	4,043,383	USD 312,136,462

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