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Principal Financial Group (PFG) Institutional Ownership

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(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Principal Financial Group (NYSE:PFG)

Current
Institutional Ownership
Percentage
75.08%
Number of
Institutional Buyers
(last 12 months)
359
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
321
Total
Institutional Outflows
(last 12 months)
$1.55B
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PFG Institutional Buying and Selling by Quarter

Principal Financial Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Heartland Bank & Trust Co5,262$454K0.3%N/A0.002%
5/17/2024 Plato Investment Management Ltd5,993$517K0.1%+17,526.5%0.003%
5/17/2024 iA Global Asset Management Inc.1,618$140K0.0%-86.7%0.001%
5/17/2024 LBP AM SA62,767$5.42M0.2%+223.8%0.027%
5/17/2024 Comerica Bank52,656$4.55M0.0%-13.5%0.022%
5/17/2024 Tidal Investments LLC26,847$2.32M0.0%+54.2%0.011%
5/16/2024 Interval Partners LP73,190$6.32M0.2%N/A0.031%
5/16/2024 Janus Henderson Group PLC30,493$2.63M0.0%-3.5%0.013%
5/16/2024 Kinloch Capital LLC2,630$227K0.1%-16.0%0.001%
5/15/2024 Ascent Group LLC13,654$1.18M0.1%+2.6%0.006%
5/15/2024 SVB Wealth LLC3,636$314K0.0%-8.8%0.002%
5/15/2024 Public Employees Retirement System of Ohio129,916$11.21M0.0%+12.2%0.055%
5/15/2024 Public Employees Retirement Association of Colorado25,308$2.18M0.0%-7.0%0.011%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund7,238$625K0.0%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems16,657$1.44M0.0%-5.1%0.007%
5/15/2024 Price T Rowe Associates Inc. MD301,321$26.01M0.0%-1.0%0.129%
5/15/2024 BOKF NA1,750$151K0.0%N/A0.001%
5/14/2024 Capital Research Global Investors6,602,298$569.84M0.1%+2.4%2.817%
5/14/2024 Toronto Dominion Bank194,393$16.78M0.0%+2.5%0.083%
5/14/2024 Advisors Asset Management Inc.41,853$3.61M0.1%-12.2%0.018%
5/14/2024 Axxcess Wealth Management LLC2,435$210K0.0%N/A0.001%
5/14/2024 Freestone Capital Holdings LLC34,315$2.96M0.1%+1.4%0.015%
5/14/2024 Natixis42,325$3.65M0.0%-23.3%0.018%
5/14/2024 CANADA LIFE ASSURANCE Co253,969$21.93M0.0%-15.2%0.108%
5/14/2024 American International Group Inc.57,510$4.96M0.0%-0.3%0.025%
5/14/2024 Lake Street Advisors Group LLC3,942$340K0.0%+42.9%0.002%
5/14/2024 Arjuna Capital76,184$6.58M1.9%+244.1%0.033%
5/13/2024 Bessemer Group Inc.19,423$1.68M0.0%+473.8%0.008%
5/13/2024 UniSuper Management Pty Ltd14,427$1.25M0.0%+437.5%0.006%
5/13/2024 Seven Eight Capital LP19,287$1.67M0.2%N/A0.008%
5/13/2024 O Shaughnessy Asset Management LLC212,782$18.37M0.2%-2.8%0.091%
5/13/2024 Ameritas Investment Partners Inc.2,638$228K0.0%-7.7%0.001%
5/11/2024 Hillsdale Investment Management Inc.7,160$618K0.0%N/A0.003%
5/11/2024 Jacobi Capital Management LLC5,301$458K0.0%+3.1%0.002%
5/10/2024 Acadian Asset Management LLC70,380$6.07M0.0%+10.0%0.030%
5/10/2024 Capital Management Corp VA98,756$8.52M1.6%-4.4%0.042%
5/10/2024 Vanguard Group Inc.28,037,528$2.42B0.0%-2.0%11.962%
5/10/2024 Intech Investment Management LLC234,815$20.27M0.3%+586.1%0.100%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp125,151$10.80M0.0%-5.7%0.053%
5/9/2024 Dorsey & Whitney Trust CO LLC70,809$6.11M0.4%-1.5%0.030%
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5/9/2024 Blair William & Co. IL4,905$423K0.0%+7.5%0.002%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.274,538$23.70M0.0%+18.3%0.117%
5/9/2024 State Board of Administration of Florida Retirement System296,889$25.62M0.0%+6.6%0.127%
5/9/2024 Koshinski Asset Management Inc.3,262$282K0.0%-28.5%0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.48,004$4.14M0.0%-7.0%0.020%
5/8/2024 Great Diamond Partners LLC6,700$578K0.1%-25.0%0.003%
5/8/2024 ProShare Advisors LLC42,475$3.67M0.0%-6.2%0.018%
5/8/2024 US Bancorp DE24,157$2.09M0.0%-1.2%0.010%
5/8/2024 Hohimer Wealth Management LLC24,724$2.13M0.5%-1.1%0.011%
5/8/2024 Russell Investments Group Ltd.133,043$11.48M0.0%-18.6%0.057%
5/8/2024 Qsemble Capital Management LP18,219$1.57M0.3%+42.2%0.008%
5/8/2024 QRG Capital Management Inc.24,356$2.10M0.0%-76.8%0.010%
5/8/2024 Headlands Technologies LLC3,651$315K0.1%-3.7%0.002%
5/7/2024 Sei Investments Co.24,275$2.10M0.0%+59.4%0.010%
5/7/2024 GW Henssler & Associates Ltd.201,606$17.40M1.0%+2.0%0.086%
5/7/2024 Montag A & Associates Inc.17,241$1.49M0.1%-2.0%0.007%
5/7/2024 Swiss National Bank714,000$61.63M0.0%-5.6%0.305%
5/7/2024 Forsta AP Fonden59,200$5.11M0.0%-44.9%0.025%
5/7/2024 Illinois Municipal Retirement Fund115,465$9.97M0.2%-2.3%0.049%
5/7/2024 Oppenheimer & Co. Inc.10,346$893K0.0%-1.9%0.004%
5/7/2024 Hilltop National Bank6,299$544K0.2%N/A0.003%
5/7/2024 SG Americas Securities LLC113,565$9.80M0.0%+548.9%0.048%
5/7/2024 Empowered Funds LLC3,176$274K0.0%-71.6%0.001%
5/7/2024 Sciencast Management LP8,090$698K0.4%-21.8%0.003%
5/6/2024 Quantbot Technologies LP12,706$1.10M0.1%N/A0.005%
5/6/2024 Empirical Finance LLC8,486$732K0.0%+3.2%0.004%
5/6/2024 Advisory Alpha LLC2,742$237K0.0%N/A0.001%
5/6/2024 Texas Permanent School Fund Corp45,343$3.91M0.0%+2.4%0.019%
5/4/2024 Richardson Financial Services Inc.1,580$136K0.1%+12.9%0.001%
5/3/2024 RIA Advisory Group LLC6,529$564K0.2%-99.4%0.003%
5/3/2024 Chevy Chase Trust Holdings LLC121,449$10.48M0.0%-0.9%0.052%
5/3/2024 GSA Capital Partners LLP10,428$900K0.1%+200.5%0.004%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S14,642$1.26M0.0%+75.4%0.006%
5/2/2024 Salomon & Ludwin LLC499$43K0.0%+319.3%0.000%
5/2/2024 Mutual of America Capital Management LLC28,758$2.48M0.0%-2.1%0.012%
5/2/2024 FORA Capital LLC32,570$2.81M0.2%+2.9%0.014%
5/2/2024 FinTrust Capital Advisors LLC2,200$190K0.0%+230.8%0.001%
5/2/2024 Daiwa Securities Group Inc.25,414$2.19M0.0%+21.2%0.011%
5/2/2024 Graypoint LLC2,514$217K0.0%N/A0.001%
5/2/2024 Nordea Investment Management AB17,113$1.48M0.0%+4.1%0.007%
5/2/2024 Gilbert & Cook Inc.7,217$623K0.1%-5.6%0.003%
5/2/2024 Fidelis Capital Partners LLC1,450$125K0.0%N/A0.001%
5/2/2024 Choreo LLC8,526$736K0.0%+17.4%0.004%
5/2/2024 Tokio Marine Asset Management Co. Ltd.6,112$528K0.0%-3.4%0.003%
5/2/2024 Hunter Associates Investment Management LLC2,411$208K0.0%N/A0.001%
5/1/2024 1834 Investment Advisors Co.2,410$208K0.0%-18.1%0.001%
5/1/2024 Janney Montgomery Scott LLC18,327$1.58M0.0%-2.4%0.008%
5/1/2024 BNP Paribas Financial Markets337,877$29.16M0.0%+165.2%0.144%
5/1/2024 Centric Wealth Management23,165$1.83M0.6%+13.3%0.010%
5/1/2024 Sequoia Financial Advisors LLC2,498$216K0.0%-50.2%0.001%
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4/30/2024 Private Advisor Group LLC27,971$2.41M0.0%-3.4%0.012%
4/30/2024 Norden Group LLC9,534$823K0.1%N/A0.004%
4/30/2024 Fortis Group Advisors LLC458$40K0.0%-50.0%0.000%
4/30/2024 HB Wealth Management LLC2,793$241K0.0%-7.4%0.001%
4/30/2024Concord Wealth Partners3,137$271K0.0%+466.2%0.001%
4/30/2024 Caprock Group LLC5,172$446K0.0%+3.6%0.002%
4/29/2024Commonwealth Equity Services LLC66,029$5.70M0.0%+16.0%0.028%
4/29/2024 FAS Wealth Partners Inc.26,351$2.27M0.2%+4.3%0.011%
4/29/2024 Principal Financial Group Inc.232,379$20.06M0.0%-0.5%0.099%
4/29/2024 Mn Services Vermogensbeheer B.V.96,380$8.32M0.1%-17.1%0.041%
(Data available from 1/1/2016 forward)

PFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFG shares?

During the previous two years, 749 institutional investors and hedge funds held shares of Principal Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.42B), BlackRock Inc. ($1.51B), Bank of America Corp DE ($1.23B), State Street Corp ($769.53M), Capital Research Global Investors ($569.84M), Geode Capital Management LLC ($424.19M), and Wellington Management Group LLP ($343.71M).Learn more on PFG's institutional investors.

What percentage of Principal Financial Group stock is owned by institutional investors?

75.08% of Principal Financial Group stock is owned by institutional investors. Learn more on PFG's institutional investor holdings.

Which institutional investors have been buying Principal Financial Group stock?

Of the 626 institutional investors that purchased Principal Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Trust Advisors LP ($4.46M), Envestnet Asset Management Inc. ($4.08M), Norges Bank ($3.23M), Bank of America Corp DE ($2.92M), RIA Advisory Group LLC ($1.08M), Capital Research Global Investors ($965.91K), and Hsbc Holdings PLC ($744.42K).

How much institutional buying is happening at Principal Financial Group?

Institutional investors have bought a total of 39,005,210 shares in the last 24 months. This purchase volume represents approximately $3.97B in transactions.

Which Principal Financial Group major shareholders have been selling company stock?

Of the 444 institutional investors that sold Principal Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Research Global Investors ($5.52M), Envestnet Asset Management Inc. ($3.92M), Charles Schwab Investment Management Inc. ($3.63M), Bank of America Corp DE ($3.21M), BlackRock Inc. ($2.17M), Vanguard Group Inc. ($1.56M), and RIA Advisory Group LLC ($1.07M).

How much institutional selling is happening at Principal Financial Group?

Institutional investors have sold a total of 37,336,901 shares in the last 24 months. This volume of shares sold represents approximately $3.56B in transactions.


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This page (NYSE:PFG) was last updated on 5/18/2024 by MarketBeat.com Staff

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