Companies / Principal Financial Group Inc / Institutional holders

Principal Financial Group Inc

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Penserra Capital Management LLC	$1	15	0.00%
Avion Wealth	$2	24	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	$5	53	0.00%
Smithfield Trust Co	$17	190	0.00%
VALLEY NATIONAL ADVISERS INC	$20	235	0.00%
GW&K Investment Management, LLC	$21	236	0.00%
SENTRY INVESTMENT MANAGEMENT LLC	$41	464	0.00%
Navigoe, LLC	$43	488	0.00%
Covestor Ltd	$45	418	0.00%
HAZLETT, BURT & WATSON, INC.	$57	648	0.00%
SOA Wealth Advisors, LLC.	$103	1	0.00%
Capital Advisors, Ltd. LLC	$106	1,202	0.00%
Capital Analysts, LLC	$173	1,954	0.00%
DecisionPoint Financial, LLC	$177	2	0.00%
Employees Retirement System of Texas	$192	2,126	0.00%
VAN ECK ASSOCIATES CORP	$204	2,311	0.00%
TSFG, LLC	$227	2,570	0.00%
CX Institutional	$267	3,023	0.00%
WEDBUSH SECURITIES INC	$274	3,046	0.00%
GSA CAPITAL PARTNERS LLP	$310	3,512	0.00%
HANTZ FINANCIAL SERVICES, INC.	$326	3,614	0.00%
More Investment House Portfolio Management Ltd	$328	1,187	0.00%
Arete Wealth Advisors, LLC	$393	4,460	0.00%
HARBOR CAPITAL ADVISORS, INC.	$430	3,993	0.00%
Wealth Watch Advisors, INC	$441	5	0.00%
Atlantic Private Wealth, LLC	$441	5	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	$441	5	0.00%
Aventura Private Wealth, LLC	$441	5	0.00%
Quaker Wealth Management, LLC	$442	5	0.00%
Seneschal Advisors, LLC	$442	5	0.00%
Signature Equity Partners, LLC	$529	6	0.00%
Addison Advisors LLC	$530	6	0.00%
Jackson Creek Investment Advisors LLC	$532	6,028	0.00%
WestEnd Advisors, LLC	$541	6	0.00%
Vestcor Inc	$603	6,839	0.00%
United Community Bank	$706	8	0.00%
Cherry Tree Wealth Management, LLC	$706	8	0.00%
Valued Wealth Advisors LLC	$716	8	0.00%
Kayne Anderson Rudnick Investment Management, LLC	$721	8	0.00%
Investors Portfolio Services LLC	$744	8	0.00%
South Dakota Investment Council	$786	8,914	0.00%
American Capital Advisory, LLC	$794	9	0.00%
ARCADIA INVESTMENT MANAGEMENT CORP/MI	$811	9	0.00%
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	$816	9,254	0.00%
CHESAPEAKE ASSET MANAGEMENT LLC	$843	10	0.00%
BESSEMER GROUP INC	$857	9,504	0.00%
PRAXIS INVESTMENT MANAGEMENT INC	$862	9,570	0.00%
TRUST CO OF TOLEDO NA /OH	$901	10	0.00%
Martin Capital Partners, LLC	$948	10,748	0.01%
Aspect Partners, LLC	$970	11	0.00%