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Principal Financial Group (PFG) Institutional Ownership

Principal Financial Group logo
$114.48 -0.45 (-0.39%)
As of 02:33 PM Eastern
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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)
536
Total
Institutional Inflows
(last 12 months)
$4.50B
Number of
Institutional Sellers
(last 12 months)
307
Total
Institutional Outflows
(last 12 months)
$1.69B
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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
8/14/2026Kinloch Capital LLC2,650$286K0.1%N/A0.001%
8/14/2026Legal & General Group Plc1,529,483$164.85M0.0%N/A0.714%
8/14/2026The Manufacturers Life Insurance Company 99,106$10.68M0.0%N/A0.046%
8/13/2026Cibc World Market Inc.43,384$4.68M0.0%N/A0.020%
8/13/2026OMERS ADMINISTRATION Corp12,079$1.30M0.0%N/A0.006%
8/13/2026Osmosis Investment Management UK Ltd10,236$1.10M0.1%N/A0.005%
8/13/2026Sanctuary Advisors LLC35,251$3.80M0.0%N/A0.016%
8/13/2026PEAK6 LLC31,529$3.40M0.0%N/A0.015%
8/13/2026Meiji Yasuda Asset Management Co Ltd.4,688$505K0.0%N/A0.002%
8/13/2026 First Nebraska Trust Co2,479$267K0.0%N/A0.001%
8/13/2026 Bank of Nova Scotia26,449$2.85M0.0%N/A0.012%
8/12/2026 Compass Financial Management LLC2,096$231K0.0%N/A0.001%
8/12/2026 Elevation Point Wealth Partners LLC9,515$1.03M0.0%N/A0.004%
8/12/2026 Commerce Bank18,807$2.03M0.0%N/A0.009%
8/12/2026 Northwestern Mutual Wealth Management Co.22,484$2.42M0.0%N/A0.011%
8/12/2026 Westpac Banking Corp511$55K0.0%N/A0.000%
8/12/2026 Korea Investment CORP103,980$11.21M0.0%N/A0.049%
8/12/2026 EP Wealth Advisors LLC12,403$1.34M0.0%N/A0.006%
8/12/2026 Ieq Capital LLC12,451$1.34M0.0%N/A0.006%
8/12/2026 Burnham & Co LLC750$81K0.1%N/A0.000%
8/12/2026 Callan Family Office LLC6,624$714K0.0%N/A0.003%
8/11/2026 Keating Financial Advisory Services Inc.622$67K0.0%N/A0.000%
8/11/2026 Allworth Financial LP8,092$872K0.0%N/A0.004%
8/11/2026 B. Metzler seel. Sohn & Co. AG31,771$3.42M0.0%N/A0.015%
8/11/2026 Silvant Capital Management LLC1,747$188K0.0%N/A0.001%
8/11/2026 Oxford Financial Group LTD. LLC2,008$216K0.0%N/A0.001%
8/11/2026 Glaxis Capital Management LLC3,941$425K0.9%N/A0.002%
8/11/2026 Vise Technologies Inc.6,132$661K0.0%N/A0.003%
8/10/2026 AssuredPartners Investment Advisors LLC12,257$1.32M0.1%N/A0.006%
8/10/2026 Shepherd Financial Partners LLC3,026$326K0.0%N/A0.001%
8/10/2026 Johnson Financial Group Inc.930$100K0.0%N/A0.000%
8/10/2026 Tocqueville Asset Management L.P.2,262$244K0.0%N/A0.001%
8/10/2026 Great Lakes Advisors LLC2,593$279K0.0%N/A0.001%
8/10/2026 Comprehensive Financial Planning Inc. PA381$41K0.0%N/A0.000%
8/10/2026 Danske Bank A S126,107$13.59M0.0%N/A0.059%
8/8/2026 Wealthfront Advisers LLC71,257$7.68M0.0%N/A0.033%
8/8/2026 Foster & Motley Inc.29,615$3.19M0.1%N/A0.014%
8/8/2026 Navigoe LLC497$53K0.0%N/A0.000%
8/8/2026 Meeder Advisory Services Inc.8,466$912K0.0%N/A0.004%
8/7/2026 Citizens Financial Group Inc. RI2,033$219K0.0%N/A0.001%
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8/7/2026 Paladin Partners LLC2,490$268K0.2%N/A0.001%
8/7/2026 BlackRock Inc.20,014,673$2.16B0.0%N/A9.348%
8/7/2026 Pallas Capital Advisors LLC2,526$272K0.0%N/A0.001%
8/7/2026 Deutsche Bank AG1,231,533$132.74M0.0%N/A0.575%
8/7/2026 Perigon Wealth Management LLC4,457$480K0.0%N/A0.002%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.503,256$54.24M0.0%N/A0.235%
8/7/2026 OneDigital Investment Advisors LLC13,407$1.45M0.0%N/A0.006%
8/7/2026 Plato Investment Management Ltd9,747$1.04M0.1%N/A0.005%
8/7/2026 Bell Investment Advisors Inc348$38K0.0%N/A0.000%
8/7/2026 AMG National Trust Bank74,417$8.02M0.2%N/A0.035%
8/7/2026 Simplicity Wealth LLC2,330$251K0.0%N/A0.001%
8/7/2026 Trivium Point Advisory LLC3,861$416K0.0%N/A0.002%
8/7/2026 Chase Investment Counsel Corp68,764$7.41M1.6%N/A0.032%
8/7/2026 N.E.W. Advisory Services LLC819$88K0.0%N/A0.000%
8/7/2026 HBK Sorce Advisory LLC3,403$391K0.0%N/A0.002%
8/6/2026 Private Wealth Advisors LLC2,106$227K0.1%N/A0.001%
8/6/2026 Global Retirement Partners LLC5,888$635K0.0%N/A0.003%
8/6/2026 Bank of New York Mellon Corp1,153,947$124.37M0.0%N/A0.539%
8/6/2026 Centric Wealth Management30,694$3.05M0.5%N/A0.014%
8/6/2026 Focus Partners Advisor Solutions LLC4,161$449K0.0%N/A0.002%
8/6/2026 S&CO Inc.2,500$269K0.0%N/A0.001%
8/6/2026 One Wealth Advisors LLC3,782$408K0.0%N/A0.002%
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%
6/10/2026 FAS Wealth Partners Inc.38,722$3.49M0.2%+4.9%0.018%
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6/3/2026 NewEdge Advisors LLC12,439$1.12M0.0%+3.2%0.006%
6/1/2026Caerus Investment Advisors LLC2,539$229K0.1%-21.1%0.001%
6/1/2026 First Nebraska Trust Co2,479$223K0.0%N/A0.001%
5/21/2026 Essential 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%
5/19/2026 Edgestream 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%


PFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 880 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 ($927.03M), Bank of America Corp DE ($794.72M), 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 776 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), Victory Capital Management Inc. ($3.31M), AQR Capital Management LLC ($2.38M), Deutsche Bank AG ($1.96M), Legal & General Group Plc ($1.59M), and Goldman Sachs Group Inc. ($1.53M).

Institutional investors have bought a total of 45,837,670 shares in the last 24 months. This purchase volume represents approximately $4.50B in transactions.

Of the 303 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 19,536,098 shares in the last 24 months. This volume of shares sold represents approximately $1.69B 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 8/14/2026. New 13F filings are added each quarter as they're published.
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