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Principal Financial Group (PFG) Institutional Ownership

Principal Financial Group logo
$105.42 +1.91 (+1.84%)
As of 02:40 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)
556
Total
Institutional Inflows
(last 12 months)
$2.30B
Number of
Institutional Sellers
(last 12 months)
344
Total
Institutional Outflows
(last 12 months)
$1.77B
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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
6/3/2026 NewEdge Advisors LLC12,439$1.12M0.0%+3.2%0.006%
6/1/2026 Caerus 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%
5/21/2026 Groupe la Francaise48,995$4.42M0.1%+8.2%0.023%
5/19/2026 Western Wealth Management LLC443$40K0.0%N/A0.000%
5/19/2026 Bank 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%
5/19/2026 Kentucky Retirement Systems22,602$2.04M0.1%+62.1%0.010%
5/19/2026 Janus Henderson Group PLC25,752$2.32M0.0%-4.4%0.012%
5/19/2026 Oddo BHF Asset Management Sas38,826$3.50M0.1%+4.2%0.018%
5/19/2026 Bull Harbor Capital LLC4,223$381K0.1%N/A0.002%
5/19/2026 Strategic Investment Advisors MI4,069$367K0.0%N/A0.002%
5/19/2026 Arkadios Wealth Advisors6,384$575K0.0%+22.6%0.003%
5/18/2026 Amundi1,151,817$103.79M0.0%-6.8%0.533%
5/18/2026 Gould Capital LLC408$37K0.0%N/A0.000%
5/18/2026 EverSource Wealth Advisors LLC3,130$282K0.0%+14.9%0.001%
5/18/2026 California State Teachers Retirement System397,874$35.85M0.0%-1.9%0.184%
5/18/2026 Royal Bank of Canada877,645$79.09M0.0%+14.2%0.406%
5/18/2026 Empowered Funds LLC50,838$4.58M0.0%+366.1%0.024%
5/18/2026 Estate Counselors LLC22,708$2.05M0.2%N/A0.011%
5/16/2026 The Manufacturers Life Insurance Company 105,590$9.52M0.0%-7.2%0.049%
5/16/2026 Quantinno Capital Management LP198,492$17.89M0.0%+19.3%0.092%
5/16/2026 SummitTX Capital L.P.16,511$1.49M0.0%-72.5%0.008%
5/16/2026 Lazard Asset Management LLC51,957$4.68M0.0%N/A0.024%
5/15/2026 Gateway Wealth Partners LLC3,780$341K0.0%N/A0.002%
5/15/2026 OMERS ADMINISTRATION Corp10,762$970K0.0%+26.3%0.005%
5/15/2026 Lombard Odier Asset Management Switzerland SA58,079$5.23M0.2%+34.5%0.027%
5/15/2026 Waverly 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%
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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%
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%
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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%


PFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 876 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 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: 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 27,208,209 shares in the last 24 months. This purchase volume represents approximately $2.30B in transactions.

Of the 344 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 ($639.43K), and Swiss Life Asset Management Ltd ($538.10K).

Institutional investors have sold a total of 20,674,591 shares in the last 24 months. This volume of shares sold represents approximately $1.77B in transactions.


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This page (NASDAQ:PFG) was last updated on 6/5/2026 by MarketBeat.com Staff.
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