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Principal Financial Group (PFG) Institutional Ownership

Principal Financial Group logo
$111.96 -0.28 (-0.25%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$112.06 +0.11 (+0.09%)
As of 10/2/2026 07:30 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.
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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)
551
Total
Institutional Inflows
(last 12 months)
$5.46B
Number of
Institutional Sellers
(last 12 months)
300
Total
Institutional Outflows
(last 12 months)
$1.70B
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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
9/23/2026QRG Capital Management Inc.5,756$620K0.0%+12.5%0.003%
9/23/2026Envestnet Portfolio Solutions Inc.6,377$687K0.0%+8.4%0.003%
9/23/2026Envestnet Asset Management Inc.378,972$40.85M0.0%+15.5%0.177%
9/22/2026State Street Corp10,264,856$1.11B0.0%+0.8%4.794%
9/18/2026Security National Bank of Sioux City Iowa IA3,899$420K0.2%N/A0.002%
9/9/2026Sequoia Financial Advisors LLC16,558$1.79M0.0%+5.7%0.008%
9/9/2026Tidal Investments LLC19,857$2.14M0.0%-19.9%0.009%
9/9/2026National Pension Service537,896$57.97M0.0%+309.1%0.251%
9/9/2026Engineers Gate Manager LP1,876$202K0.0%N/A0.001%
9/9/2026Plimoth Trust Co. LLC6,727$725K0.1%-9.0%0.003%
9/9/2026Pinnacle Wealth Management Advisory Group LLC1,968$212K0.0%N/A0.001%
9/9/2026Integrated Wealth Concepts LLC8,442$910K0.0%+20.6%0.004%
9/9/2026RFG Advisory LLC2,114$228K0.0%N/A0.001%
9/9/2026NewEdge Advisors LLC16,336$1.76M0.0%+31.3%0.008%
9/9/2026IFP Advisors Inc7,576$817K0.0%-6.9%0.004%
9/9/2026Squarepoint Ops LLC50,636$5.46M0.0%+8.5%0.024%
9/9/2026Baird Financial Group Inc.38,960$4.20M0.0%+6.6%0.018%
9/8/2026Allworth Financial LP8,092$872K0.0%-9.5%0.004%
9/8/2026Arizona State Retirement System62,169$6.70M0.0%+4.1%0.029%
9/8/2026Murphy Pohlad Asset Management LLC2,027$219K0.1%N/A0.001%
9/8/2026Paragon Capital Management Ltd2,572$277K0.1%+9.4%0.001%
9/8/2026Empirical Finance LLC8,037$866K0.0%+2.7%0.004%
9/8/2026Nykredit A S59,716$6.44M0.0%N/A0.028%
8/27/2026Corient Private Wealth LP35,826$3.86M0.0%-8.1%0.017%
8/26/2026Amundi895,365$96.50M0.0%-22.3%0.418%
8/25/2026Groupe la Francaise44,747$4.82M0.1%-8.7%0.021%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al438,113$47.22M0.3%N/A0.205%
8/23/2026Wedmont Private Capital2,771$311K0.0%+11.2%0.001%
8/23/2026HB Wealth Management LLC8,558$922K0.0%+7.7%0.004%
8/23/2026Nilsine Partners LLC2,416$260K0.0%+6.4%0.001%
8/23/2026Saudi Central Bank15,178$1.64M0.0%+87.2%0.007%
8/23/2026Azimuth Capital Investment Management LLC96,346$10.38M0.4%-1.4%0.045%
8/22/2026Compass Financial Management LLC2,096$231K0.0%N/A0.001%
8/22/2026Munich Reinsurance Co Stock Corp in Munich29,047$3.13M0.1%-53.8%0.014%
8/22/2026Syon Capital LLC9,140$985K0.0%+4.6%0.004%
8/22/2026Concurrent Investment Advisors LLC6,326$682K0.0%+10.0%0.003%
8/22/2026NEOS Investment Management LLC32,333$3.49M0.0%+5.0%0.015%
8/21/2026Continuum Advisory LLC1,889$204K0.0%N/A0.001%
8/21/2026Nykredit A S63,336$6.83M0.0%N/A0.030%
8/21/2026B. Metzler seel. Sohn & Co. AG31,771$3.42M0.0%-6.4%0.015%
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8/21/2026Symphony Financial Ltd. Co.3,194$346K0.0%+10.4%0.001%
8/20/2026Sigma Planning Corp2,062$222K0.0%N/A0.001%
8/20/2026Two Sigma Securities LLC8,178$881K0.1%N/A0.004%
8/20/2026Benjamin Edwards Inc.13,816$1.49M0.0%+15.9%0.006%
8/20/2026Northwestern Mutual Wealth Management Co.22,484$2.42M0.0%+4.5%0.011%
8/20/2026Greenwood Capital Associates LLC10,424$1.12M0.1%-2.8%0.005%
8/20/2026Greenleaf Trust6,411$691K0.0%-3.6%0.003%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,216,125$238.85M0.0%+12.4%1.035%
8/19/2026New Mexico Educational Retirement Board9,854$1.06M0.0%+6.5%0.005%
8/19/2026Royal London Asset Management Ltd.88,757$9.57M0.0%+3.1%0.041%
8/19/2026Mufg Securities Americas Inc.5,921$638K0.0%+8.2%0.003%
8/19/2026Van ECK Associates Corp2,835$306K0.0%+17.0%0.001%
8/19/2026Nissay Asset Management Corp Japan29,380$3.17M0.0%+1.8%0.014%
8/19/2026Wellington Management Group LLP13,666$1.47M0.0%-5.3%0.006%
8/19/2026Kingsview Wealth Management LLC6,101$658K0.0%N/A0.003%
8/18/2026Beacon Pointe Advisors LLC3,651$394K0.0%N/A0.002%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt3,882$418K0.0%N/A0.002%
8/18/2026Rakuten Investment Management Inc.33,317$3.62M0.0%N/A0.016%
8/18/2026North Star Asset Management Inc.370,523$39.94M1.6%N/A0.173%
8/18/2026Empowered Funds LLC65,915$7.10M0.0%N/A0.031%
8/18/2026United Capital Financial Advisors LLC9,000$970K0.0%N/A0.004%
8/18/2026WNY Asset Management LLC1,879$203K0.0%N/A0.001%
8/18/2026Equitable Holdings Inc.7,859$847K0.0%N/A0.004%
8/18/2026Jefferies Financial Group Inc.14,959$1.61M0.0%N/A0.007%
8/18/2026Public Employees Retirement System of Ohio71,931$7.75M0.0%N/A0.034%
8/17/2026Pure Financial Advisors LLC2,178$235K0.0%N/A0.001%
8/17/2026Transamerica Financial Advisors LLC10,463$1.13M0.1%N/A0.005%
8/17/2026Corient Private Wealth LP41,534$4.48M0.0%N/A0.019%
8/17/2026Pingora Partners LLC1,000$108K0.1%N/A0.000%
8/17/2026Ausdal Financial Partners Inc.9,328$1.01M0.0%N/A0.004%
8/17/2026Bank of America Corp DE6,884,023$741.96M0.0%N/A3.215%
8/15/2026Caisse de depot et placement du Quebec401,650$43.29M0.1%N/A0.188%
8/15/2026Man Group plc39,972$4.31M0.0%N/A0.019%
8/15/2026Invst LLC17,156$1.85M0.2%N/A0.008%
8/15/2026Jupiter Topco LLC23,952$2.58M0.0%N/A0.011%
8/14/2026Hsbc Holdings PLC1,153,117$124.30M0.1%+47.7%0.539%
8/14/2026Ancora Advisors LLC247$27K0.0%N/A0.000%
8/14/2026Delos Wealth Advisors LLC504$54K0.0%N/A0.000%
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 Company99,106$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%
8/13/2026First Nebraska Trust Co2,479$267K0.0%N/A0.001%
8/13/2026Bank of Nova Scotia26,449$2.85M0.0%N/A0.012%
8/12/2026Compass Financial Management LLC2,096$231K0.0%N/A0.001%
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8/12/2026Elevation Point Wealth Partners LLC9,515$1.03M0.0%N/A0.004%
8/12/2026Commerce Bank18,807$2.03M0.0%N/A0.009%
8/12/2026Northwestern Mutual Wealth Management Co.22,484$2.42M0.0%N/A0.011%
8/12/2026Westpac Banking Corp511$55K0.0%N/A0.000%
8/12/2026Korea Investment CORP103,980$11.21M0.0%N/A0.049%
8/12/2026EP Wealth Advisors LLC12,403$1.34M0.0%N/A0.006%
8/12/2026Ieq Capital LLC12,451$1.34M0.0%N/A0.006%
8/12/2026Burnham & Co LLC750$81K0.1%N/A0.000%
8/12/2026Callan Family Office LLC6,624$714K0.0%N/A0.003%
8/11/2026Keating Financial Advisory Services Inc.622$67K0.0%N/A0.000%


PFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 891 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 ($1.11B), 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 795 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), Deutsche Bank AG ($1.96M), and Legal & General Group Plc ($1.59M).

Institutional investors have bought a total of 54,346,408 shares in the last 24 months. This purchase volume represents approximately $5.46B in transactions.

Of the 300 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), Amundi ($895.88K), Assenagon Asset Management S.A. ($789.04K), and Swiss Life Asset Management Ltd ($538.10K).

Institutional investors have sold a total of 19,543,275 shares in the last 24 months. This volume of shares sold represents approximately $1.70B 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 9/23/2026. New 13F filings are added each quarter as they're published.
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