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Principal Financial Group (PFG) Institutional Ownership

Principal Financial Group logo
$118.51 +7.20 (+6.47%)
As of 04:00 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)
544
Total
Institutional Inflows
(last 12 months)
$9.48B
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
8/27/2026 Corient Private Wealth LP35,826$3.86M0.0%-8.1%0.017%
8/26/2026 Amundi895,365$96.50M0.0%-22.3%0.418%
8/25/2026 Groupe la Francaise44,747$4.82M0.1%-8.7%0.021%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al438,113$47.22M0.3%N/A0.205%
8/24/2026 California State Teachers Retirement System38,301,347$4.13B0.0%+9,526.5%17.889%
8/23/2026 Wedmont Private Capital2,771$311K0.0%+11.2%0.001%
8/23/2026 HB Wealth Management LLC8,558$922K0.0%+7.7%0.004%
8/23/2026 Nilsine Partners LLC2,416$260K0.0%+6.4%0.001%
8/23/2026 Saudi Central Bank15,178$1.64M0.0%+87.2%0.007%
8/23/2026 Azimuth Capital Investment Management LLC96,346$10.38M0.4%-1.4%0.045%
8/22/2026 Compass Financial Management LLC2,096$231K0.0%N/A0.001%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich29,047$3.13M0.1%-53.8%0.014%
8/22/2026 Syon Capital LLC9,140$985K0.0%+4.6%0.004%
8/22/2026 Concurrent Investment Advisors LLC6,326$682K0.0%+10.0%0.003%
8/22/2026 NEOS Investment Management LLC32,333$3.49M0.0%+5.0%0.015%
8/21/2026 Continuum Advisory LLC1,889$204K0.0%N/A0.001%
8/21/2026 Nykredit A S63,336$6.83M0.0%N/A0.030%
8/21/2026 B. Metzler seel. Sohn & Co. AG31,771$3.42M0.0%-6.4%0.015%
8/21/2026 Symphony Financial Ltd. Co.3,194$346K0.0%+10.4%0.001%
8/20/2026 Sigma Planning Corp2,062$222K0.0%N/A0.001%
8/20/2026 Two Sigma Securities LLC8,178$881K0.1%N/A0.004%
8/20/2026 Benjamin Edwards Inc.13,816$1.49M0.0%+15.9%0.006%
8/20/2026 Northwestern Mutual Wealth Management Co.22,484$2.42M0.0%+4.5%0.011%
8/20/2026 Greenwood Capital Associates LLC10,424$1.12M0.1%-2.8%0.005%
8/20/2026 Greenleaf Trust6,411$691K0.0%-3.6%0.003%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,216,125$238.85M0.0%+12.4%1.035%
8/19/2026 New Mexico Educational Retirement Board9,854$1.06M0.0%+6.5%0.005%
8/19/2026 Royal London Asset Management Ltd.88,757$9.57M0.0%+3.1%0.041%
8/19/2026 Mufg Securities Americas Inc.5,921$638K0.0%+8.2%0.003%
8/19/2026 Van ECK Associates Corp2,835$306K0.0%+17.0%0.001%
8/19/2026 Nissay Asset Management Corp Japan29,380$3.17M0.0%+1.8%0.014%
8/19/2026 Wellington Management Group LLP13,666$1.47M0.0%-5.3%0.006%
8/19/2026 Kingsview Wealth Management LLC6,101$658K0.0%N/A0.003%
8/18/2026 Beacon Pointe Advisors LLC3,651$394K0.0%N/A0.002%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt3,882$418K0.0%N/A0.002%
8/18/2026 Rakuten Investment Management Inc.33,317$3.62M0.0%N/A0.016%
8/18/2026 North Star Asset Management Inc.370,523$39.94M1.6%N/A0.173%
8/18/2026 Empowered Funds LLC65,915$7.10M0.0%N/A0.031%
8/18/2026 United Capital Financial Advisors LLC9,000$970K0.0%N/A0.004%
8/18/2026 WNY Asset Management LLC1,879$203K0.0%N/A0.001%
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8/18/2026 Equitable Holdings Inc.7,859$847K0.0%N/A0.004%
8/18/2026Jefferies Financial Group Inc.14,959$1.61M0.0%N/A0.007%
8/18/2026 Public Employees Retirement System of Ohio71,931$7.75M0.0%N/A0.034%
8/17/2026 Pure Financial Advisors LLC2,178$235K0.0%N/A0.001%
8/17/2026 Transamerica Financial Advisors LLC10,463$1.13M0.1%N/A0.005%
8/17/2026 Corient Private Wealth LP41,534$4.48M0.0%N/A0.019%
8/17/2026 Pingora Partners LLC1,000$108K0.1%N/A0.000%
8/17/2026 Ausdal Financial Partners Inc.9,328$1.01M0.0%N/A0.004%
8/17/2026 Bank of America Corp DE6,884,023$741.96M0.0%N/A3.215%
8/15/2026 Caisse de depot et placement du Quebec401,650$43.29M0.1%N/A0.188%
8/15/2026 Man Group plc39,972$4.31M0.0%N/A0.019%
8/15/2026 Invst LLC17,156$1.85M0.2%N/A0.008%
8/15/2026 Jupiter Topco LLC23,952$2.58M0.0%N/A0.011%
8/14/2026 Hsbc Holdings PLC1,153,117$124.30M0.1%+47.7%0.539%
8/14/2026 Ancora Advisors LLC247$27K0.0%N/A0.000%
8/14/2026 Delos Wealth Advisors LLC504$54K0.0%N/A0.000%
8/14/2026 Kinloch Capital LLC2,650$286K0.1%N/A0.001%
8/14/2026 Legal & General Group Plc1,529,483$164.85M0.0%N/A0.714%
8/14/2026 The Manufacturers Life Insurance Company99,106$10.68M0.0%N/A0.046%
8/13/2026 Cibc World Market Inc.43,384$4.68M0.0%N/A0.020%
8/13/2026 OMERS ADMINISTRATION Corp12,079$1.30M0.0%N/A0.006%
8/13/2026 Osmosis Investment Management UK Ltd10,236$1.10M0.1%N/A0.005%
8/13/2026 Sanctuary Advisors LLC35,251$3.80M0.0%N/A0.016%
8/13/2026 PEAK6 LLC31,529$3.40M0.0%N/A0.015%
8/13/2026 Meiji 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%
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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%
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%


PFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 886 institutional investors and hedge funds held shares of Principal Financial Group. The most heavily invested institutionals were California State Teachers Retirement System ($4.13B), Vanguard Group Inc. ($2.38B), BlackRock Inc. ($2.16B), State Street Corp ($927.03M), Bank of America Corp DE ($741.96M), Geode Capital Management LLC ($489.93M), and Capital Research Global Investors ($384.56M).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 788 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: California State Teachers Retirement System ($37.95M), 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), and Deutsche Bank AG ($1.96M).

Institutional investors have bought a total of 91,648,705 shares in the last 24 months. This purchase volume represents approximately $9.48B 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 19,558,514 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 8/27/2026. New 13F filings are added each quarter as they're published.
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