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Principal Financial Group (PFG) Institutional Ownership

Principal Financial Group logo
$112.98 +0.06 (+0.05%)
As of 01:29 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Principal Financial Group (NASDAQ:PFG)

Current
Institutional Ownership
Percentage
75.08%
Number of
Institutional Buyers
(last 12 months)
555
Total
Institutional Inflows
(last 12 months)
$2.29B
Number of
Institutional Sellers
(last 12 months)
346
Total
Institutional Outflows
(last 12 months)
$1.79B
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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
7/10/2026 Wedge Capital Management L L P NC347,146$37.42M0.6%-11.1%0.161%
7/10/2026 Annex Advisory Services LLC2,237$241K0.0%N/A0.001%
7/10/2026 Tema ETFs LLC5,716$616K0.0%+8.2%0.003%
7/10/2026 Handelsbanken Fonder AB29,084$3.14M0.0%+72.8%0.013%
7/10/2026 City Holding Co.964$104K0.0%+83.6%0.000%
7/10/2026 Fulton Bank N.A.9,665$1.04M0.0%+13.3%0.004%
7/9/2026 First Bank & Trust7,216$778K0.1%+216.2%0.003%
7/9/2026 Wealthcare Capital Partners LLC1,921$207K0.1%N/A0.001%
7/9/2026 Contravisory Investment Management Inc.769$83K0.0%N/A0.000%
7/9/2026 Focus Financial Network Inc.5,613$605K0.0%+2.0%0.003%
7/9/2026 GoalVest Advisory LLC18,337$1.98M0.4%-1.2%0.008%
7/9/2026 West Financial Advisors LLC1,511$163K0.0%-16.3%0.001%
7/8/2026 Rockland Trust Co.2,243$242K0.0%-25.9%0.001%
7/8/2026 Trust Point Inc.238,017$25.65M2.2%-35.5%0.110%
7/8/2026 Czech National Bank55,952$6.03M0.0%+3.8%0.026%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab16,135$1.74M0.0%+150.2%0.007%
7/8/2026 Assenagon Asset Management S.A.6,152$663K0.0%-94.2%0.003%
7/7/2026 180 Wealth Advisors LLC2,591$279K0.0%-5.2%0.001%
7/7/2026 Foster Group Inc.19,715$2.13M0.1%+0.9%0.009%
7/7/2026 Integral Investment Advisors Inc.2,055$221K0.0%N/A0.001%
7/7/2026 Balefire LLC2,484$268K0.0%-10.4%0.001%
7/7/2026 GAMMA Investing LLC9,585$1.03M0.0%+10.5%0.004%
7/7/2026 Central Pacific Bank Trust Division3,077$332K0.0%-8.1%0.001%
7/7/2026 CoreCap Advisors LLC1,601$173K0.0%+57.3%0.001%
7/2/2026 Hilltop National Bank6,000$647K0.1%-4.7%0.003%
6/24/2026Redwood Investment Management LLC11,590$1.04M0.1%-6.5%0.005%
6/18/2026Pacer Advisors Inc.9,885$891K0.0%-50.9%0.005%
6/10/2026FAS Wealth Partners Inc.38,722$3.49M0.2%+4.9%0.018%
6/3/2026NewEdge Advisors LLC12,439$1.12M0.0%+3.2%0.006%
6/1/2026Caerus Investment Advisors LLC2,539$229K0.1%-21.1%0.001%
6/1/2026First Nebraska Trust Co2,479$223K0.0%N/A0.001%
5/21/2026Essential Partners LLC1,321$119K0.0%-43.1%0.001%
5/21/2026Groupe la Francaise48,995$4.42M0.1%+8.2%0.023%
5/19/2026Western Wealth Management LLC443$40K0.0%N/A0.000%
5/19/2026Bank of America Corp DE8,819,452$794.72M0.1%+5.0%4.083%
5/19/2026Edgestream Partners L.P.2,501$225K0.0%N/A0.001%
5/19/2026Kentucky Retirement Systems22,602$2.04M0.1%+62.1%0.010%
5/19/2026Janus Henderson Group PLC25,752$2.32M0.0%-4.4%0.012%
5/19/2026Oddo BHF Asset Management Sas38,826$3.50M0.1%+4.2%0.018%
5/19/2026Bull Harbor Capital LLC4,223$381K0.1%N/A0.002%
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5/19/2026Strategic Investment Advisors MI4,069$367K0.0%N/A0.002%
5/19/2026Arkadios Wealth Advisors6,384$575K0.0%+22.6%0.003%
5/18/2026Amundi1,151,817$103.79M0.0%-6.8%0.533%
5/18/2026Gould Capital LLC408$37K0.0%N/A0.000%
5/18/2026EverSource Wealth Advisors LLC3,130$282K0.0%+14.9%0.001%
5/18/2026California State Teachers Retirement System397,874$35.85M0.0%-1.9%0.184%
5/18/2026Royal Bank of Canada877,645$79.09M0.0%+14.2%0.406%
5/18/2026Empowered Funds LLC50,838$4.58M0.0%+366.1%0.024%
5/18/2026Estate Counselors LLC22,708$2.05M0.2%N/A0.011%
5/16/2026The Manufacturers Life Insurance Company 105,590$9.52M0.0%-7.2%0.049%
5/16/2026Quantinno Capital Management LP198,492$17.89M0.0%+19.3%0.092%
5/16/2026SummitTX Capital L.P.16,511$1.49M0.0%-72.5%0.008%
5/16/2026Lazard Asset Management LLC51,957$4.68M0.0%N/A0.024%
5/15/2026Gateway Wealth Partners LLC3,780$341K0.0%N/A0.002%
5/15/2026OMERS ADMINISTRATION Corp10,762$970K0.0%+26.3%0.005%
5/15/2026Lombard Odier Asset Management Switzerland SA58,079$5.23M0.2%+34.5%0.027%
5/15/2026Waverly Advisors LLC12,084$1.09M0.0%+16.2%0.006%
5/15/2026Wealth Alliance LLC5,541$499K0.0%N/A0.003%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund591,931$53.34M0.1%+157.5%0.274%
5/14/2026Hilltop Holdings Inc.8,707$785K0.1%+23.5%0.004%
5/14/2026Public Employees Retirement System of Ohio72,913$6.57M0.0%-1.4%0.034%
5/14/2026Compound Planning Inc.3,075$277K0.0%+9.5%0.001%
5/14/2026Arrowstreet Capital Limited Partnership201,881$18.19M0.0%-67.6%0.093%
5/14/2026Bank of Nova Scotia32,607$2.94M0.0%-56.5%0.015%
5/14/2026Sei Investments Co.48,184$4.34M0.0%+16.6%0.022%
5/14/2026Lido Advisors LLC6,664$601K0.0%+14.9%0.003%
5/13/2026Cetera Investment Advisers131,728$11.87M0.0%+20.0%0.061%
5/13/2026Signature Equity Partners LLC350$32K0.0%+5,733.3%0.000%
5/13/2026Wiregrass Investment Management LLC14,450$1.30M1.1%+6.9%0.007%
5/13/2026CI Investments Inc.69,350$6.25M0.0%+5.0%0.032%
5/13/2026First Trust Advisors LP555,487$50.06M0.0%-19.3%0.257%
5/12/2026ABN Amro Investment Solutions10,264$925K0.0%+54.5%0.005%
5/8/2026PNC Financial Services Group Inc.137,401$12.38M0.0%+1.7%0.064%
5/8/2026Oslo Pensjonsforsikring AS3,152$284K0.0%N/A0.001%
5/8/2026Andra AP fonden900$81K0.0%N/A0.000%
5/8/2026Wilkerson Advisory Group LLC422$38K0.0%+57.5%0.000%
5/8/2026Cassaday & Co Wealth Management LLC607$55K0.0%N/A0.000%
5/8/2026Johnson Financial Group Inc.930$84K0.0%+94.6%0.000%
5/7/2026Dimensional Fund Advisors LP3,886,509$350.19M0.1%+3.2%1.799%
5/7/2026Parallel Advisors LLC1,892$170K0.0%+12.2%0.001%
5/7/2026AlphaCentric Advisors LLC1,462$132K0.1%N/A0.001%
5/7/2026KBC Group NV396,845$35.76M0.1%-0.1%0.184%
5/7/2026SEB Asset Management AB48,868$4.40M0.0%N/A0.023%
5/7/2026Swiss National Bank644,800$58.10M0.0%+5.5%0.299%
5/7/2026Valley Wealth Managers Inc.300$27K0.0%N/A0.000%
5/7/2026AIA Group Ltd5,517$497K0.0%-17.1%0.003%
5/7/2026Mediolanum International Funds Ltd115,549$10.20M0.1%+1.8%0.053%
5/6/2026California Public Employees Retirement System410,420$36.98M0.0%-0.5%0.190%
5/6/2026Atlas Wealth LLC6,012$542K0.1%N/A0.003%
5/6/2026Simon Quick Advisors LLC26,255$2.37M0.1%+7.3%0.012%
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5/6/2026Kera Capital Partners Inc.2,904$262K0.0%+20.2%0.001%
5/6/2026Assetmark Inc.20,227$1.82M0.0%+104.3%0.009%
5/6/2026Allspring Global Investments Holdings LLC9,325$840K0.0%+5.6%0.004%
5/6/2026Prosperity Consulting Group LLC6,921$624K0.0%+1.6%0.003%
5/5/2026Wealthfront Advisers LLC68,407$6.16M0.0%+8.3%0.032%
5/5/2026D.A. Davidson & CO.14,955$1.35M0.0%+6.6%0.007%
5/5/2026Twin Capital Management Inc.4,774$430K0.1%-2.5%0.002%
5/5/2026Bank of New York Mellon Corp1,190,553$107.28M0.0%-1.9%0.551%
5/5/2026Illinois Municipal Retirement Fund78,640$7.09M0.1%-27.7%0.036%
5/5/2026Gentry Private Wealth LLC5,764$519K0.3%-11.1%0.003%


PFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 882 institutional investors and hedge funds held shares of Principal Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.38B), State Street Corp ($927.03M), Bank of America Corp DE ($794.72M), Geode Capital Management LLC ($489.93M), Capital Research Global Investors ($384.56M), Dimensional Fund Advisors LP ($350.19M), and Northern Trust Corp ($302.35M).Learn more on Principal Financial Group's institutional investors.

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

Of the 782 institutional investors that purchased Principal Financial Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($8.76M), Victory Capital Management Inc. ($3.31M), AQR Capital Management LLC ($2.38M), Goldman Sachs Group Inc. ($1.53M), Bank of America Corp DE ($1.50M), Amundi ($918.79K), and Assenagon Asset Management S.A. ($875.16K).

Institutional investors have bought a total of 27,108,687 shares in the last 24 months. This purchase volume represents approximately $2.29B in transactions.

Of the 346 institutional investors that sold Principal Financial Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($3.94M), Victory Capital Management Inc. ($3.70M), UBS Group AG ($1.06M), Royal Bank of Canada ($907.12K), Assenagon Asset Management S.A. ($789.04K), Amundi ($639.43K), and Swiss Life Asset Management Ltd ($538.10K).

Institutional investors have sold a total of 20,862,541 shares in the last 24 months. This volume of shares sold represents approximately $1.79B in transactions.


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This page (NASDAQ:PFG) was last updated on 7/15/2026 by MarketBeat.com Staff.
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