Free Trial
→ The gold strategy that works whether prices rise or fall (From Brownstone Research) (Ad)tc pixel Free PFG Stock Alerts

Principal Financial Group (PFG) Institutional Ownership

Principal Financial Group logo
$100.53 -0.24 (-0.24%)
Closing price 05/15/2026 04:00 PM Eastern
Extended Trading
$99.70 -0.84 (-0.83%)
As of 05/15/2026 07:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Principal Financial Group (NASDAQ:PFG)

Current
Institutional Ownership
Percentage
75.08%
Number of
Institutional Buyers
(last 12 months)
558
Total
Institutional Inflows
(last 12 months)
$2.24B
Number of
Institutional Sellers
(last 12 months)
347
Total
Institutional Outflows
(last 12 months)
$1.76B
Get PFG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Principal Financial Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PFG Institutional Buying and Selling by Quarter

Principal Financial Group Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/15/2026 Wealth Alliance LLC5,541$499K0.0%N/A0.003%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund591,931$53.34M0.1%+157.5%0.274%
5/14/2026 Hilltop Holdings Inc.8,707$785K0.1%+23.5%0.004%
5/14/2026 Public Employees Retirement System of Ohio72,913$6.57M0.0%-1.4%0.034%
5/14/2026 Compound Planning Inc.3,075$277K0.0%+9.5%0.001%
5/14/2026 Arrowstreet Capital Limited Partnership201,881$18.19M0.0%-67.6%0.093%
5/14/2026 Bank of Nova Scotia32,607$2.94M0.0%-56.5%0.015%
5/14/2026 Sei Investments Co.48,184$4.34M0.0%+16.6%0.022%
5/14/2026 Lido Advisors LLC6,664$601K0.0%+14.9%0.003%
5/13/2026 Cetera Investment Advisers131,728$11.87M0.0%+20.0%0.061%
5/13/2026 Signature Equity Partners LLC350$32K0.0%+5,733.3%0.000%
5/13/2026 Wiregrass Investment Management LLC14,450$1.30M1.1%+6.9%0.007%
5/13/2026 CI Investments Inc.69,350$6.25M0.0%+5.0%0.032%
5/13/2026 First Trust Advisors LP555,487$50.06M0.0%-19.3%0.257%
5/12/2026 ABN Amro Investment Solutions10,264$925K0.0%+54.5%0.005%
5/8/2026 PNC Financial Services Group Inc.137,401$12.38M0.0%+1.7%0.064%
5/8/2026 Oslo Pensjonsforsikring AS3,152$284K0.0%N/A0.001%
5/8/2026 Andra AP fonden900$81K0.0%N/A0.000%
5/8/2026 Wilkerson Advisory Group LLC422$38K0.0%+57.5%0.000%
5/8/2026 Cassaday & Co Wealth Management LLC607$55K0.0%N/A0.000%
5/8/2026 Johnson Financial Group Inc.930$84K0.0%+94.6%0.000%
5/7/2026 Dimensional Fund Advisors LP3,886,509$350.19M0.1%+3.2%1.799%
5/7/2026 Parallel Advisors LLC1,892$170K0.0%+12.2%0.001%
5/7/2026 AlphaCentric Advisors LLC1,462$132K0.1%N/A0.001%
5/7/2026 KBC Group NV396,845$35.76M0.1%-0.1%0.184%
5/7/2026 SEB Asset Management AB48,868$4.40M0.0%N/A0.023%
5/7/2026 Swiss National Bank644,800$58.10M0.0%+5.5%0.299%
5/7/2026 Valley Wealth Managers Inc.300$27K0.0%N/A0.000%
5/7/2026 AIA Group Ltd5,517$497K0.0%-17.1%0.003%
5/7/2026 Mediolanum International Funds Ltd115,549$10.20M0.1%+1.8%0.053%
5/6/2026 California Public Employees Retirement System410,420$36.98M0.0%-0.5%0.190%
5/6/2026 Atlas Wealth LLC6,012$542K0.1%N/A0.003%
5/6/2026 Simon Quick Advisors LLC26,255$2.37M0.1%+7.3%0.012%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
5/6/2026 Kera Capital Partners Inc.2,904$262K0.0%+20.2%0.001%
5/6/2026 Assetmark Inc.20,227$1.82M0.0%+104.3%0.009%
5/6/2026 Allspring Global Investments Holdings LLC9,325$840K0.0%+5.6%0.004%
5/6/2026 Prosperity Consulting Group LLC6,921$624K0.0%+1.6%0.003%
5/5/2026 Wealthfront Advisers LLC68,407$6.16M0.0%+8.3%0.032%
5/5/2026 D.A. Davidson & CO.14,955$1.35M0.0%+6.6%0.007%
5/5/2026 Twin Capital Management Inc.4,774$430K0.1%-2.5%0.002%
5/5/2026 Bank of New York Mellon Corp1,190,553$107.28M0.0%-1.9%0.551%
5/5/2026 Illinois Municipal Retirement Fund78,640$7.09M0.1%-27.7%0.036%
5/5/2026 Gentry Private Wealth LLC5,764$519K0.3%-11.1%0.003%
5/5/2026 Sanctuary Advisors LLC22,148$2.00M0.0%+12.9%0.010%
5/5/2026 Checchi Capital Advisers LLC3,631$327K0.0%+11.0%0.002%
5/5/2026 Avantax Planning Partners Inc.35,622$3.21M0.1%+0.7%0.016%
5/4/2026 AMG National Trust Bank138,056$12.44M0.3%+2.1%0.064%
5/4/2026 State of Michigan Retirement System55,880$5.04M0.0%-1.2%0.026%
5/4/2026 Principal Financial Group Inc.226,718$20.43M0.0%+5.4%0.105%
5/4/2026 Chicago Partners Investment Group LLC8,084$788K0.0%+12.3%0.004%
5/4/2026 Y.D. More Investments Ltd961$87K0.0%-19.0%0.000%
5/4/2026 Procyon Advisors LLC14,156$1.28M0.0%+3.1%0.007%
5/2/2026 International Assets Investment Management LLC430$39K0.0%+62.3%0.000%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS46,084$4.15M0.0%-0.9%0.021%
5/1/2026 Fifth Third Bancorp84,116$7.58M0.0%+821.3%0.039%
5/1/2026 Simplicity Wealth LLC2,376$214K0.0%N/A0.001%
5/1/2026 Candriam S.C.A.14,177$1.28M0.0%-83.1%0.007%
5/1/2026 Conning Inc.398,470$35.91M1.2%+8.1%0.184%
5/1/2026 Sequoia Financial Advisors LLC15,659$1.41M0.0%+6.0%0.007%
4/30/2026 Hsbc Holdings PLC780,743$70.39M0.0%-3.9%0.360%
4/30/2026 Elevated Capital Advisors LLC7,659$690K0.2%-15.8%0.004%
4/30/2026 Accredited Investors Inc.2,866$258K0.0%N/A0.001%
4/30/2026 Beacon Financial Group4,451$401K0.0%+2.8%0.002%
4/30/2026 Kestra Advisory Services LLC17,649$1.59M0.0%+29.0%0.008%
4/30/2026 Sumitomo Mitsui Trust Group Inc.509,894$45.95M0.0%-2.7%0.235%
4/30/2026 Resona Asset Management Co. Ltd.69,601$6.25M0.0%-0.4%0.032%
4/30/2026 Munich Reinsurance Co Stock Corp in Munich62,847$5.66M0.1%-17.5%0.029%
4/30/2026 Greenwood Capital Associates LLC10,728$967K0.1%-44.6%0.005%
4/30/2026 Oregon Public Employees Retirement Fund22,637$2.04M0.0%-0.9%0.010%
4/30/2026 Sageworth Trust Co2,577$232K0.0%-4.0%0.001%
4/30/2026 Sageworth Trust Co of South Dakota2,528$228K0.2%-28.4%0.001%
4/29/2026 Montag A & Associates Inc.11,512$1.04M0.0%-2.0%0.005%
4/29/2026 Swedbank AB205,073$18.48M0.0%-0.5%0.095%
4/29/2026 Unison Advisors LLC61,778$5.57M0.4%+0.9%0.029%
4/28/2026 DGS Capital Management LLC4,425$399K0.1%+4.1%0.002%
4/28/2026 Ascentis Independent Advisors673$61K0.0%N/A0.000%
4/28/2026 Raleigh Capital Management Inc.7,803$703K0.2%N/A0.004%
4/28/2026 Mokosak Advisory Group LLC7,001$631K0.2%-2.9%0.003%
4/28/2026 Kepler Cheuvreux Suisse SA11,050$996K0.1%-57.0%0.005%
4/28/2026 V Square Quantitative Management LLC20,799$1.87M0.2%+6.7%0.010%
4/28/2026 QRG Capital Management Inc.5,115$461K0.0%+14.9%0.002%
4/27/2026 Apeiron RIA LLC2,782$251K0.1%N/A0.001%
4/27/2026 HB Wealth Management LLC7,947$716K0.0%+6.6%0.004%
The gold strategy that works whether prices rise or fall (Ad)

Former $900 million hedge fund manager Larry Benedict has developed a strategy he calls Gold Skimming - a way to target cash payouts from gold markets without buying a single ounce, mining stock, or ETF. With a reported 73% win rate across 19 trades and potential payouts of $2,975, $3,781, and $6,786 in a single day, Benedict has put together a free step-by-step walkthrough showing how it works whether gold climbs or pulls back.tc pixel

Watch the free walkthrough and see how Gold Skimming works today
4/27/2026 World Investment Advisors2,540$229K0.0%N/A0.001%
4/27/2026 Turtle Creek Wealth Advisors LLC2,609$235K0.0%+5.4%0.001%
4/27/2026 New York State Teachers Retirement System165,049$14.87M0.0%-7.9%0.076%
4/27/2026 Private Advisor Group LLC31,870$2.87M0.0%+8.5%0.015%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund55,401$4.99M0.0%+120.3%0.026%
4/27/2026 Elevation Point Wealth Partners LLC9,552$861K0.0%N/A0.004%
4/27/2026 Sound Income Strategies LLC243,934$21.97M1.1%-0.1%0.113%
4/25/2026 Keybank National Association OH6,906$622K0.0%+69.8%0.003%
4/25/2026 Physician Wealth Advisors Inc.484$44K0.0%-18.0%0.000%
4/24/2026 Root Financial Partners LLC1,112$100K0.0%+16.9%0.001%


PFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 871 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 ($698.66M), 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 771 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 ($1.08M), Amundi ($918.79K), and Assenagon Asset Management S.A. ($875.16K).

Institutional investors have bought a total of 26,665,310 shares in the last 24 months. This purchase volume represents approximately $2.24B in transactions.

Of the 343 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. ($777.26K), Amundi ($554.86K), and Swiss Life Asset Management Ltd ($538.10K).

Institutional investors have sold a total of 20,681,921 shares in the last 24 months. This volume of shares sold represents approximately $1.76B in transactions.


Related Companies

This page (NASDAQ:PFG) was last updated on 5/16/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Oil is settling in yuan now - here's what that means for gold
Saudi Arabia has terminated its 1974 petrodollar agreement with the United States - the deal that forced every...
Golden Portfolio | Sponsoredtc pixel
The gold strategy that works whether prices rise or fall
Former $900 million hedge fund manager Larry Benedict has developed a strategy he calls Gold Skimming - a way ...
Brownstone Research | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
SpaceX is chump change compared to Elon’s $20T ‘iPhone’
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel