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Principal Financial Group (PFG) Institutional Ownership

Principal Financial Group logo
$101.55 +0.68 (+0.67%)
Closing price 05/6/2026 04:00 PM Eastern
Extended Trading
$101.54 -0.02 (-0.01%)
As of 05/6/2026 04:37 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)
579
Total
Institutional Inflows
(last 12 months)
$2.18B
Number of
Institutional Sellers
(last 12 months)
362
Total
Institutional Outflows
(last 12 months)
$1.70B
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Skip Chart & View Institutional Buying and Selling Data

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
5/6/2026California Public Employees Retirement System410,420$36.98M0.0%-0.5%0.190%
5/6/2026Atlas Wealth LLC6,012$542K0.1%N/A0.003%
5/6/2026Simon Quick Advisors LLC26,255$2.37M0.1%+7.3%0.012%
5/6/2026Kera Capital Partners Inc.2,904$262K0.0%+20.2%0.001%
5/6/2026Assetmark 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%
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%
4/29/2026 Montag A & Associates Inc.11,512$1.04M0.0%-2.0%0.005%
4/29/2026 Swedbank AB205,073$18.48M0.0%-0.5%0.095%
4/29/2026 Unison Advisors LLC61,778$5.57M0.4%+0.9%0.029%
4/28/2026 DGS Capital Management LLC4,425$399K0.1%+4.1%0.002%
4/28/2026 Ascentis Independent Advisors673$61K0.0%N/A0.000%
4/28/2026 Raleigh Capital Management Inc.7,803$703K0.2%N/A0.004%
4/28/2026 Mokosak Advisory Group LLC7,001$631K0.2%-2.9%0.003%
4/28/2026 Kepler Cheuvreux Suisse SA11,050$996K0.1%-57.0%0.005%
4/28/2026 V Square Quantitative Management LLC20,799$1.87M0.2%+6.7%0.010%
4/28/2026 QRG Capital Management Inc.5,115$461K0.0%+14.9%0.002%
4/27/2026 Apeiron RIA LLC2,782$251K0.1%N/A0.001%
4/27/2026 HB Wealth Management LLC7,947$716K0.0%+6.6%0.004%
4/27/2026 World Investment Advisors2,540$229K0.0%N/A0.001%
4/27/2026 Turtle Creek Wealth Advisors LLC2,609$235K0.0%+5.4%0.001%
4/27/2026 New York State Teachers Retirement System165,049$14.87M0.0%-7.9%0.076%
4/27/2026 Private Advisor Group LLC31,870$2.87M0.0%+8.5%0.015%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund55,401$4.99M0.0%+120.3%0.026%
4/27/2026 Elevation Point Wealth Partners LLC9,552$861K0.0%N/A0.004%
4/27/2026 Sound Income Strategies LLC243,934$21.97M1.1%-0.1%0.113%
4/25/2026 Keybank National Association OH6,906$622K0.0%+69.8%0.003%
4/25/2026 Physician Wealth Advisors Inc.484$44K0.0%-18.0%0.000%
4/24/2026 Root Financial Partners LLC1,112$100K0.0%+16.9%0.001%
4/24/2026 Essex Financial Services Inc.3,755$338K0.0%+15.6%0.002%
4/24/2026 Fulton Bank N.A.8,531$769K0.0%N/A0.004%
4/24/2026 USS Investment Management Ltd31,992$2.88M0.0%+5.1%0.015%
4/24/2026 IFM Investors Pty Ltd46,371$4.18M0.0%-5.3%0.021%
4/24/2026 Impact Partnership Wealth LLC16,053$1.45M0.2%+264.3%0.007%
4/23/2026 Premier Path Wealth Partners LLC4,454$401K0.1%-5.0%0.002%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 52,375$4.72M0.0%+2.8%0.024%
4/23/2026 Apollon Wealth Management LLC5,959$537K0.0%+4.1%0.003%
4/22/2026 Patriot Financial Group Insurance Agency LLC3,014$272K0.0%N/A0.001%
4/22/2026 Janney Montgomery Scott LLC30,015$2.71M0.0%+46.3%0.014%
4/22/2026 Adams Diversified Equity Fund Inc.209,100$18.84M0.7%N/A0.097%
4/22/2026 Fort Washington Investment Advisors Inc. OH408,534$36.81M0.2%+3.8%0.189%
4/22/2026 Pictet Asset Management Holding SA129,198$11.64M0.0%-10.3%0.060%
4/22/2026 Sterling Capital Management LLC7,334$661K0.0%-43.2%0.003%
4/21/2026 VCI Wealth Management LLC13,104$1.18M0.3%-30.0%0.006%
4/21/2026 Columbus Macro LLC25,418$2.29M0.2%+1.0%0.012%
4/21/2026 Aaron Wealth Advisors LLC4,423$399K0.0%+21.0%0.002%
4/21/2026 Foster & Motley Inc.34,673$3.12M0.2%-0.9%0.016%
4/21/2026 Louisiana State Employees Retirement System10,100$910K0.0%N/A0.005%
4/20/2026 Kestra Private Wealth Services LLC7,685$693K0.0%-46.3%0.004%
4/20/2026 Ritholtz Wealth Management4,092$369K0.0%+56.1%0.002%
4/20/2026 MBM Wealth Consultants LLC307$28K0.0%N/A0.000%
4/20/2026 Blue Trust Inc.921$83K0.0%+14.8%0.000%
4/20/2026 Fifth Third Wealth Advisors LLC3,243$292K0.0%N/A0.001%
4/20/2026 OP Asset Management Ltd23,394$2.11M0.0%N/A0.011%
4/20/2026 Apella Capital LLC5,301$510K0.0%-9.1%0.002%
4/20/2026 Assenagon Asset Management S.A.105,377$9.50M0.0%+1,230.2%0.049%
4/20/2026 Centennial Wealth Advisory LLC7,252$653K0.2%+19.7%0.003%
4/18/2026 Cidel Asset Management Inc.2,748$248K0.0%+19.1%0.001%
4/17/2026 Krilogy Financial LLC4,920$462K0.0%-2.5%0.002%
4/17/2026 Brookstone Capital Management15,876$1.43M0.0%+432.6%0.007%
4/16/2026 SG Americas Securities LLC327,360$29.50M0.0%+33.8%0.151%
4/16/2026 Evolve Private Wealth LLC9,547$860K0.0%-2.3%0.004%
4/16/2026 First Community Trust NA517$47K0.0%-42.1%0.000%
4/16/2026 Park National Corp OH741$67K0.0%-73.3%0.000%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S11,047$995K0.0%-15.0%0.005%
4/15/2026 Midwest Heritage Bank FSB3,155$284K0.1%N/A0.001%


PFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFG shares?

During the previous two years, 866 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 ($698.66M), Geode Capital Management LLC ($489.93M), Capital Research Global Investors ($384.56M), Dimensional Fund Advisors LP ($332.32M), and Northern Trust Corp ($302.35M).Learn more on Principal Financial Group's institutional investors.

What percentage of Principal Financial Group's stock is owned by institutional investors?

75.08% of Principal Financial Group's stock is owned by institutional investors. Learn more on PFG's institutional investor holdings.

Which institutional investors have been buying Principal Financial Group's stock?

Of the 766 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 ($1.08M), Amundi ($918.79K), and Assenagon Asset Management S.A. ($875.16K).

How much institutional buying is happening at Principal Financial Group?

Institutional investors have bought a total of 29,559,845 shares in the last 24 months. This purchase volume represents approximately $2.18B in transactions.

Which of Principal Financial Group's major shareholders have been selling company stock?

Of the 362 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), Wellington Management Group LLP ($2.12M), UBS Group AG ($1.06M), Royal Bank of Canada ($907.12K), Amundi ($777.80K), and Assenagon Asset Management S.A. ($777.26K).

How much institutional selling is happening at Principal Financial Group?

Institutional investors have sold a total of 24,425,665 shares in the last 24 months. This volume of shares sold represents approximately $1.70B in transactions.


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This page (NASDAQ:PFG) was last updated on 5/7/2026 by MarketBeat.com Staff.
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