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Principal Financial Group (PFG) Institutional Ownership

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(As of 04/26/2024 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)
386
Total
Institutional Inflows
(last 12 months)
$2.32B
Number of
Institutional Sellers
(last 12 months)
324
Total
Institutional Outflows
(last 12 months)
$2.12B
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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
4/27/2024Conning Inc.29,262$2.53M0.1%-0.7%0.012%
4/26/2024Pinnacle Associates Ltd.9,222$796K0.0%-4.5%0.004%
4/26/2024Securian Asset Management Inc.12,913$1.12M0.0%-7.0%0.005%
4/26/2024UMB Bank n.a.10,848$936K0.0%-10.5%0.005%
4/26/2024Yousif Capital Management LLC31,290$2.70M0.0%-2.5%0.013%
4/26/2024Verdence Capital Advisors LLC9,582$827K0.1%-18.6%0.004%
4/25/2024New York State Teachers Retirement System227,642$19.65M0.0%-7.2%0.097%
4/25/2024Bank of New York Mellon Corp1,849,622$159.64M0.0%-2.3%0.787%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 94,580$8.16M0.0%-3.4%0.040%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund123,051$10.62M0.1%+17.9%0.052%
4/25/2024 Valeo Financial Advisors LLC3,029$249K0.0%N/A0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.87,187$7.53M0.0%-5.8%0.037%
4/24/2024 Leavell Investment Management Inc.2,456$212K0.0%N/A0.001%
4/24/2024 CENTRAL TRUST Co3,179$274K0.0%+5.0%0.001%
4/24/2024 V Square Quantitative Management LLC6,236$538K0.1%+16.4%0.003%
4/24/2024 Simplicity Wealth LLC5,161$445K0.0%N/A0.002%
4/24/2024 First Pacific Financial295$25K0.0%-47.7%0.000%
4/24/2024 Assenagon Asset Management S.A.178,695$15.42M0.0%-28.7%0.076%
4/23/2024 Iowa State Bank7,970$688K0.2%-80.3%0.003%
4/23/2024 Eads & Heald Wealth Management2,326$201K0.1%N/A0.001%
4/23/2024 Global Retirement Partners LLC1,294$112K0.0%+18.4%0.001%
4/23/2024 Louisiana State Employees Retirement System12,800$1.11M0.0%-3.8%0.005%
4/23/2024 Amalgamated Bank67,511$5.83M0.0%+17.2%0.029%
4/23/2024 New Mexico Educational Retirement Board11,054$954K0.0%-6.0%0.005%
4/23/2024 Cigna Investments Inc. New2,456$212K0.0%N/A0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.59,938$5.17M0.0%-10.7%0.025%
4/22/2024 Nilsine Partners LLC3,710$320K0.0%+12.9%0.002%
4/22/2024 Centennial Wealth Advisory LLC4,068$351K0.2%-9.7%0.002%
4/22/2024 Raymond James & Associates87,841$7.58M0.0%-10.1%0.037%
4/19/2024 First Trust Direct Indexing L.P.5,126$442K0.0%+4.8%0.002%
4/19/2024 Norden Group LLC9,534$823K0.0%N/A0.004%
4/19/2024 Lake Street Private Wealth LLC3,713$320K0.0%+24.8%0.002%
4/19/2024 State of Alaska Department of Revenue44,429$3.83M0.0%-13.0%0.019%
4/19/2024 Denali Advisors LLC6,648$574K0.2%+259.7%0.003%
4/19/2024 WFA Asset Management Corp684$59K0.0%+72.3%0.000%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.692,694$59.79M0.0%+6.6%0.295%
4/18/2024 Plimoth Trust Co. LLC8,478$732K0.2%-4.5%0.004%
4/18/2024 Allspring Global Investments Holdings LLC10,733$926K0.0%-1.3%0.005%
4/18/2024 Steele Capital Management Inc.7,491$647K0.0%+29.3%0.003%
4/18/2024 Diversified Trust Co22,505$1.94M0.1%+51.3%0.010%
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4/17/2024 Romano Brothers AND Company6,485$560K0.1%+29.0%0.003%
4/16/2024 AMF Tjanstepension AB308,308$26.63M0.2%+282.0%0.131%
4/16/2024 180 Wealth Advisors LLC4,182$361K0.1%-8.1%0.002%
4/16/2024 Wealth Enhancement Advisory Services LLC38,992$3.37M0.0%-2.3%0.017%
4/15/2024 GoalVest Advisory LLC17,707$1.53M0.5%+3.7%0.008%
4/15/2024 Sound Income Strategies LLC181,776$15.69M1.2%+8.6%0.077%
4/13/2024 Columbus Macro LLC18,914$1.63M0.6%-5.9%0.008%
4/12/2024 Riverview Trust Co396$34K0.0%N/A0.000%
4/12/2024 Unison Advisors LLC57,341$4.95M0.5%+1.2%0.024%
4/12/2024 Lloyd Advisory Services LLC.11,065$955K0.2%N/A0.005%
4/11/2024 City State Bank8,216$709K0.3%+1.7%0.003%
4/11/2024 Rockland Trust Co.8,753$755K0.0%-5.2%0.004%
4/11/2024 CHURCHILL MANAGEMENT Corp102,812$8.87M0.1%-1.7%0.044%
4/10/2024 First Community Trust NA817$71K0.1%-19.1%0.000%
4/10/2024 Park Avenue Securities LLC10,136$875K0.0%-32.5%0.004%
4/10/2024 Legacy Financial Group LLC8,319$718K0.1%N/A0.004%
4/10/2024 Wedmont Private Capital2,526$209K0.0%N/A0.001%
4/10/2024 Czech National Bank38,592$3.33M0.0%+0.5%0.016%
4/9/2024 Alaska Permanent Fund Corp32,936$2.84M0.0%+0.6%0.014%
4/9/2024 Mather Group LLC.2,117$167K0.0%N/A0.001%
4/5/2024 GAMMA Investing LLC1,942$168K0.0%+17.1%0.001%
4/5/2024 CWM LLC10,522$908K0.0%-11.9%0.004%
4/1/2024 Park National Corp OH2,780$240K0.0%-4.7%0.001%
3/28/2024 Newbridge Financial Services Group Inc.418$33K0.0%N/A0.000%
3/27/2024Nomura Holdings Inc.4,420$348K0.0%N/A0.002%
3/26/2024HighPoint Advisor Group LLC8,497$718K0.1%N/A0.004%
3/22/2024PNC Financial Services Group Inc.210,614$16.57M0.0%-1.8%0.089%
3/14/2024 Hennessy Advisors Inc.28,900$2.27M0.1%N/A0.012%
3/11/2024Vanguard Group Inc.28,605,879$2.25B0.0%-1.5%12.128%
3/6/2024SageView Advisory Group LLC5,154$416K0.0%-38.3%0.002%
3/5/2024Wellington Management Group LLP4,369,010$343.71M0.1%-1.2%1.852%
3/4/2024Richardson Financial Services Inc.1,400$110K0.1%N/A0.001%
3/4/2024Fortis Group Advisors LLC916$72K0.0%+100.0%0.000%
3/1/2024Royal London Asset Management Ltd.170,536$13.42M0.0%-1.4%0.072%
3/1/2024Goldman Sachs Group Inc.2,157,712$169.75M0.0%+10.2%0.915%
2/28/2024American International Group Inc.57,701$4.54M0.0%-3.8%0.024%
2/26/2024Syon Capital LLC5,487$432K0.0%+36.2%0.002%
2/26/2024Teachers Retirement System of The State of Kentucky19,358$1.52M0.0%-6.1%0.008%
2/26/2024Neo Ivy Capital Management402$32K0.1%-97.0%0.000%
2/23/2024Beacon Financial Group56,952$4.48M0.5%-4.6%0.024%
2/21/2024 V Square Quantitative Management LLC5,357$421K0.1%+25.2%0.002%
2/16/2024Clarity Asset Management Inc.1,210$95K0.1%N/A0.001%
2/14/2024Midland Wealth Advisors LLC15,932$1.25M0.1%N/A0.007%
2/14/2024Mairs & Power Inc.1,191,691$93.75M1.0%-0.1%0.500%
2/14/2024Point72 Europe London LLP23,913$1.88M0.2%N/A0.010%
2/14/2024Balyasny Asset Management L.P.1,397,497$109.94M0.2%-2.8%0.586%
2/14/2024State of Tennessee Treasury Department187,183$14.73M0.1%+12.5%0.079%
2/14/2024Ossiam13,784$1.08M0.0%-18.7%0.006%
2/14/2024Sompo Asset Management Co. Ltd.6,720$529K0.1%+10.7%0.003%
2/13/2024Weaver C. Barksdale & Associates Inc.21,412$1.68M1.6%-20.7%0.009%
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2/13/2024Northern Trust Corp3,707,729$291.69M0.1%-5.4%1.555%
2/13/2024Pinebridge Investments L.P.575,986$45.31M0.4%+2,594.0%0.242%
2/13/2024Cibc World Markets Corp51,492$4.05M0.0%+44.2%0.022%
2/13/2024Public Employees Retirement Association of Colorado27,209$2.14M0.0%+259.5%0.011%
2/13/2024Crossmark Global Holdings Inc.16,546$1.30M0.0%+3.5%0.007%
2/13/2024Tower Research Capital LLC TRC 34,960$2.75M0.0%+218.2%0.015%
2/13/2024Capital Research Global Investors6,449,524$507.38M0.1%-34.2%2.705%
2/13/2024Lake Street Advisors Group LLC2,759$217K0.0%N/A0.001%
2/13/2024Eisler Capital UK Ltd.17,948$1.41M0.0%N/A0.008%
2/13/2024First Trust Advisors LP2,783,578$218.98M0.2%+5.5%1.168%
(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, 748 institutional investors and hedge funds held shares of Principal Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.25B), BlackRock Inc. ($1.51B), Bank of America Corp DE ($1.23B), State Street Corp ($769.53M), Capital Research Global Investors ($507.38M), 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 641 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 ($813.14K), and BlackRock Inc. ($756.51K).

How much institutional buying is happening at Principal Financial Group?

Institutional investors have bought a total of 39,784,687 shares in the last 24 months. This purchase volume represents approximately $4.15B in transactions.

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

Of the 435 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. ($3.93M), Charles Schwab Investment Management Inc. ($3.63M), Bank of America Corp DE ($3.21M), Bank of New York Mellon Corp ($2.42M), BlackRock Inc. ($2.17M), and Canada Pension Plan Investment Board ($1.68M).

How much institutional selling is happening at Principal Financial Group?

Institutional investors have sold a total of 42,631,273 shares in the last 24 months. This volume of shares sold represents approximately $4.46B in transactions.


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This page (NYSE:PFG) was last updated on 4/28/2024 by MarketBeat.com Staff

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