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Principal Financial Group (PFG) Institutional Ownership

Principal Financial Group logo
$113.28 -1.41 (-1.23%)
As of 03:18 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)
533
Total
Institutional Inflows
(last 12 months)
$5.68B
Number of
Institutional Sellers
(last 12 months)
268
Total
Institutional Outflows
(last 12 months)
$2.85B
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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
11/12/2026AlphaGrep UK Ltd2,756$309K0.1%N/A0.001%
11/12/2026Meeder Advisory Services Inc.3,489$391K0.0%-58.8%0.002%
11/12/2026Benjamin Edwards Inc.14,070$1.58M0.0%+1.8%0.007%
11/12/2026CacheTech Inc.2,753$308K0.0%-11.0%0.001%
11/12/2026First Trust Advisors LP652,036$73.00M0.0%+356.9%0.307%
11/12/2026State Street Corp9,330,124$1.04B0.0%-54.6%4.393%
11/12/2026Resona Asset Management Co. Ltd.62,411$7.02M0.0%-1.9%0.029%
11/12/2026E Fund Management Hong Kong Co. Ltd.261$29K0.0%N/A0.000%
11/12/2026Whittier Trust Co.3,076$330K0.0%+23.0%0.001%
11/11/2026 Advisors Asset Management Inc.38,780$4.34M0.0%N/A0.018%
11/11/2026 Private Wealth Asset Management LLC3,764$417K0.0%+126.9%0.002%
11/11/2026 Private Advisor Group LLC34,412$3.85M0.0%+195.9%0.016%
11/11/2026 Ieq Capital LLC7,651$857K0.0%-38.6%0.004%
11/11/2026 Independent Advisor Alliance4,219$477K0.0%+5.4%0.002%
11/10/2026 Landscape Capital Management L.L.C.3,843$430K0.0%N/A0.002%
11/10/2026 Composition Wealth LLC2,296$257K0.0%-4.7%0.001%
11/10/2026 Voya Investment Management LLC42,102$4.71M0.0%+0.3%0.020%
11/10/2026 Public Sector Pension Investment Board55,410$5.97M0.0%-1.3%0.026%
11/10/2026 Global Retirement Partners LLC6,025$675K0.0%+2.3%0.003%
11/10/2026 South Dakota Investment Council7,176$803K0.0%-19.5%0.003%
11/10/2026 Legacy Financial Group LLC12,635$1.42M0.2%+7.5%0.006%
11/10/2026 Cibc World Market Inc.36,265$4.06M0.0%-16.4%0.017%
11/10/2026 Godfrey Financial Associates Inc.451$50K0.0%+1,000.0%0.000%
11/10/2026 HighTower Advisors LLC24,550$2.75M0.0%+0.8%0.012%
11/9/2026 Intech Investment Management LLC10,970$1.23M0.0%+6.0%0.005%
11/9/2026 Bessemer Group Inc.4,977$557K0.0%-50.1%0.002%
11/9/2026 Hantz Financial Services Inc.4,110$460K0.0%+6.0%0.002%
11/9/2026 Harbour Investments Inc.4,381$490K0.0%-33.5%0.002%
11/9/2026 Danske Bank A S219,753$24.60M0.0%+74.3%0.103%
11/7/2026 Diversified Trust Co9,631$1.08M0.0%+318.4%0.005%
11/6/2026 Aberdeen Group plc2,308,326$258.44M0.3%+1,290.5%1.087%
11/6/2026 Allworth Financial LP9,255$997K0.0%+14.4%0.004%
11/6/2026 Fisher Asset Management LLC2,731$306K0.0%+21.9%0.001%
11/6/2026 Russell Investments Group Ltd.135,083$15.13M0.0%-12.6%0.064%
11/6/2026 Eurizon Capital SGR S.p.A.280,907$31.46M0.1%-2.4%0.132%
11/6/2026 Fifth Third Bancorp73,769$8.26M0.0%-12.3%0.035%
11/5/2026 Maryland State Retirement & Pension System13,178$1.48M0.0%+16.1%0.006%
11/5/2026 Ritholtz Wealth Management5,848$655K0.0%+11.9%0.003%
11/5/2026 Jacobi Capital Management LLC6,038$676K0.0%-6.2%0.003%
11/5/2026 First Command Advisory Services Inc.880$99K0.0%+232.1%0.000%
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11/5/2026 Illinois Municipal Retirement Fund108,209$12.12M0.1%+18.1%0.051%
11/5/2026 Mesirow Financial Investment Management Inc.2,040$228K0.0%N/A0.001%
11/5/2026 Lido Advisors LLC7,418$831K0.0%-24.3%0.003%
11/5/2026 Keybank National Association OH7,169$803K0.0%+1.7%0.003%
11/5/2026 Elevated Capital Advisors LLC784$88K0.0%-78.2%0.000%
11/5/2026 Cornerstone Wealth Management LLC8,584$961K0.0%+2.1%0.004%
11/5/2026 Csenge Advisory Group1,810$203K0.0%N/A0.001%
11/4/2026 New York Life Investment Management LLC29,271$3.28M0.0%-1.2%0.014%
11/4/2026 DMKC Advisory Services LLC61,616$6.90M1.7%-15.4%0.029%
11/4/2026 Pinion Investment Advisors LLC9,732$1.09M0.2%-1.5%0.005%
11/4/2026 AlphaCore Capital LLC4,919$551K0.0%+142.3%0.002%
11/4/2026 Retirement Systems of Alabama40,860$4.58M0.0%-1.1%0.019%
11/4/2026 Fulcrum Asset Management LLP1,996$227K0.0%+2,970.8%0.001%
11/4/2026 Allspring Global Investments Holdings LLC10,965$1.23M0.0%+17.5%0.005%
11/4/2026 Carret Asset Management LLC5,933$664K0.1%-5.8%0.003%
11/4/2026 Avantax Planning Partners Inc.37,048$4.15M0.1%+4.0%0.017%
11/4/2026 Candriam S.C.A.86,162$9.68M0.0%-13.6%0.041%
11/3/2026 Ethic Inc.49,415$5.53M0.1%+1.5%0.023%
11/3/2026 StoneX Group Inc.5,795$645K0.0%+93.9%0.003%
11/3/2026 Pictet Asset Management Holding SA124,835$13.98M0.0%-3.6%0.058%
11/3/2026 Parallel Advisors LLC2,193$246K0.0%+10.5%0.001%
11/3/2026 Prudent Man Investment Management Inc.2,000$224K0.1%N/A0.001%
11/3/2026 Plancorp LLC2,959$330K0.0%+9.9%0.001%
11/3/2026 Waldron Private Wealth LLC5,052$566K0.0%-4.0%0.002%
11/2/2026 Syverson Strege & Co2,435$273K0.1%+11.3%0.001%
11/2/2026 Kestra Advisory Services LLC19,439$2.18M0.0%+25.0%0.009%
11/2/2026 Quest 10 Wealth Builders Inc.564$63K0.0%+68.9%0.000%
11/2/2026 Commonwealth Equity Services LLC54,740$6.13M0.0%-11.1%0.026%
10/31/2026 Chicago Partners Investment Group LLC7,988$867K0.0%-1.7%0.004%
10/31/2026 Covestor Ltd241$27K0.0%-42.3%0.000%
10/31/2026 Ascent Group LLC12,610$1.41M0.0%+5.5%0.006%
10/30/2026 Compass Financial Management LLC25,406$2.84M0.3%+1,112.1%0.012%
10/30/2026 Rakuten Investment Management Inc.36,348$4.14M0.0%+9.1%0.017%
10/30/2026 Associated Banc Corp2,277$255K0.0%N/A0.001%
10/30/2026 Integrity Alliance LLC.4,841$542K0.0%+8.1%0.002%
10/30/2026 Oregon Public Employees Retirement Fund23,951$2.68M0.0%-0.8%0.011%
10/30/2026 First Nebraska Trust Co2,479$278K0.0%N/A0.001%
10/30/2026 Signature Equity Partners LLC644$72K0.0%+84.0%0.000%
10/30/2026 Capital Management Corp VA160,721$17.99M2.7%+5.7%0.075%
10/29/2026 Welch Group LLC1,911$214K0.0%N/A0.001%
10/29/2026 Optima Capital LLC3,853$431K0.2%-8.3%0.002%
10/29/2026 Greenleaf Trust6,024$674K0.0%-6.0%0.003%
10/29/2026 Sumitomo Mitsui Trust Group Inc.464,094$51.96M0.0%-3.9%0.217%
10/29/2026 Mirae Asset Global Investments Co. Ltd.240,128$26.89M0.0%N/A0.112%
10/29/2026 Profund Advisors LLC1,815$203K0.0%N/A0.001%
10/29/2026 ProShare Advisors LLC40,894$4.58M0.0%-1.3%0.019%
10/29/2026 Vise Technologies Inc.6,873$769K0.0%+12.1%0.003%
10/29/2026 Unison Advisors LLC62,726$7.02M0.5%+0.7%0.029%
10/29/2026 MGO One Seven LLC7,959$891K0.0%+5.7%0.004%
10/29/2026 Aprio Wealth Management LLC5,536$620K0.0%+5.6%0.003%
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10/29/2026 Modera Wealth Management LLC2,317$259K0.0%N/A0.001%
10/28/2026 Raleigh Capital Management Inc.10,601$1.19M0.4%-2.1%0.005%
10/28/2026 Choreo LLC16,732$1.87M0.0%-3.5%0.008%
10/28/2026 D.A. Davidson & CO.14,951$1.67M0.0%+5.1%0.007%
10/28/2026 BOKF NA47,325$5.30M0.1%+6,278.0%0.000%
10/27/2026 Conning Inc.357,723$40.05M1.2%-1.5%0.167%
10/27/2026 Asset Management One Co. Ltd.91,115$10.20M0.0%+1.0%0.043%
10/27/2026 John Boyer Inc.875$98K0.1%N/A0.000%
10/27/2026 Latitude Advisors LLC554$62K0.0%N/A0.000%
10/26/2026 Park Avenue Securities LLC10,907$1.22M0.0%+6.1%0.005%


PFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 894 institutional investors and hedge funds held shares of Principal Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.38B), BlackRock Inc. ($2.16B), State Street Corp ($1.04B), Bank of America Corp DE ($741.96M), Geode Capital Management LLC ($489.93M), Capital Research Global Investors ($384.56M), and Dimensional Fund Advisors LP ($350.19M).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 797 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: BlackRock Inc. ($20.01M), Norges Bank ($8.76M), Bank of America Corp DE ($8.39M), Victory Capital Management Inc. ($3.31M), AQR Capital Management LLC ($2.37M), Aberdeen Group plc ($2.24M), and Deutsche Bank AG ($1.96M).

Institutional investors have bought a total of 55,859,223 shares in the last 24 months. This purchase volume represents approximately $5.68B in transactions.

Of the 265 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: State Street Corp ($11.38M), Bank of America Corp DE ($3.94M), Victory Capital Management Inc. ($3.31M), UBS Group AG ($1.06M), Royal Bank of Canada ($907.12K), Amundi ($895.88K), and Assenagon Asset Management S.A. ($789.04K).

Institutional investors have sold a total of 29,469,600 shares in the last 24 months. This volume of shares sold represents approximately $2.85B in transactions.


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Institutional ownership data for NASDAQ:PFG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/12/2026. New 13F filings are added each quarter as they're published.
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