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Principal Financial Group (PFG) Institutional Ownership

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$75.60 -1.21 (-1.58%)
Closing price 08/7/2025 04:00 PM Eastern
Extended Trading
$74.62 -0.97 (-1.29%)
As of 08/7/2025 04:26 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 Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Principal Financial Group (NYSE:PFG)

Current
Institutional Ownership
Percentage
75.08%
Number of
Institutional Buyers
(last 12 months)
478
Total
Institutional Inflows
(last 12 months)
$1.68B
Number of
Institutional Sellers
(last 12 months)
356
Total
Institutional Outflows
(last 12 months)
$1.10B
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PFG Institutional Buying and Selling by Quarter

Principal Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2025Montag A & Associates Inc.14,065$1.12M0.1%-13.1%0.006%
8/7/2025Vise Technologies Inc.2,791$222K0.0%N/A0.001%
8/7/2025Allworth Financial LP8,299$659K0.0%+4.6%0.004%
8/7/2025Illinois Municipal Retirement Fund99,778$7.93M0.1%-17.4%0.045%
8/7/2025ProShare Advisors LLC50,907$4.04M0.0%-7.6%0.023%
8/7/2025Sound View Wealth Advisors Group LLC6,075$483K0.0%-74.2%0.003%
8/7/2025Campbell & CO Investment Adviser LLC37,107$2.95M0.2%+248.7%0.017%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.400,161$31.79M0.0%+0.8%0.180%
8/7/2025Aviva PLC168,095$13.35M0.0%+5.3%0.075%
8/6/2025 AE Wealth Management LLC156,900$12.46M0.1%+14.3%0.070%
8/6/2025 Metis Global Partners LLC7,702$612K0.0%-12.4%0.003%
8/6/2025 Savant Capital LLC16,326$1.30M0.0%+18.3%0.007%
8/6/2025 Andra AP fonden21,200$1.68M0.0%+28.5%0.010%
8/6/2025 Resona Asset Management Co. Ltd.76,669$6.09M0.0%+5.8%0.034%
8/6/2025 Asahi Life Asset Management CO. LTD.4,870$387K0.2%N/A0.002%
8/6/2025 Cornercap Investment Counsel Inc.15,780$1.25M0.7%-2.4%0.007%
8/5/2025 Commonwealth Retirement Investments LLC14,015$1.11M0.4%N/A0.006%
8/5/2025 NewSquare Capital LLC1,850$147K0.0%-10.4%0.001%
8/5/2025 Prosperity Consulting Group LLC6,583$523K0.0%-4.8%0.003%
8/5/2025 Huntington National Bank3,272$260K0.0%+7.0%0.001%
8/5/2025 Obermeyer Wealth Partners6,343$504K0.0%-2.8%0.003%
8/5/2025 Bank of New York Mellon Corp1,349,005$107.15M0.0%-5.9%0.606%
8/5/2025 Freestone Capital Holdings LLC34,258$2.72M0.1%-4.5%0.015%
8/5/2025 Bank of Montreal Can181,963$14.45M0.0%-15.2%0.082%
8/5/2025 State of Michigan Retirement System58,880$4.68M0.0%+3.2%0.026%
8/5/2025 iA Global Asset Management Inc.3,607$287K0.0%-30.1%0.002%
8/5/2025 Tredje AP fonden19,798$1.57M0.0%+5.1%0.009%
8/5/2025 Gilbert & Cook Inc.8,176$649K0.1%+5.0%0.004%
8/5/2025 Versor Investments LP5,565$442K0.1%-67.5%0.002%
8/4/2025 AlphaStar Capital Management LLC4,210$334K0.0%N/A0.002%
8/4/2025 Integrity Alliance LLC.5,873$466K0.0%+5.3%0.003%
8/4/2025 Kerusso Capital Management LLC19,647$1.56M1.0%N/A0.009%
8/4/2025 AMG National Trust Bank105,144$8.35M0.2%-0.4%0.047%
8/4/2025 Simon Quick Advisors LLC27,134$2.16M0.1%N/A0.012%
8/4/2025 Strs Ohio30,912$2.46M0.0%+28.8%0.014%
8/4/2025 Impact Partnership Wealth LLC5,064$402K0.1%N/A0.002%
8/4/2025 Amalgamated Bank40,615$3.23M0.0%-2.9%0.018%
8/4/2025 Atria Investments Inc3,618$287K0.0%-11.1%0.002%
8/4/2025 Retirement Systems of Alabama44,258$3.52M0.0%-2.1%0.020%
8/4/2025 Assetmark Inc.8,037$638K0.0%+238.0%0.004%
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8/4/2025 Keybank National Association OH3,083$245K0.0%-7.7%0.001%
8/4/2025 Premier Path Wealth Partners LLC5,217$414K0.1%-3.4%0.002%
8/4/2025 Spire Wealth Management1,258$100K0.0%+221.7%0.001%
8/4/2025 Hantz Financial Services Inc.604$48K0.0%+206.6%0.000%
8/1/2025 New York Life Investment Management LLC31,207$2.48M0.0%-0.8%0.014%
8/1/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund63,651$5.06M0.0%-3.8%0.028%
8/1/2025 AustralianSuper Pty Ltd993,643$78.93M0.4%+11.2%0.443%
8/1/2025 Teacher Retirement System of Texas178,167$14.15M0.1%-10.9%0.079%
8/1/2025 Bessemer Group Inc.8,763$696K0.0%-48.4%0.004%
8/1/2025 GoalVest Advisory LLC22,306$1.77M0.4%+3.8%0.010%
8/1/2025 Ashton Thomas Private Wealth LLC3,151$250K0.0%N/A0.001%
8/1/2025 Envestnet Asset Management Inc.62,047$4.93M0.0%+26.2%0.028%
7/31/2025 Nisa Investment Advisors LLC76,401$6.07M0.0%-0.6%0.034%
7/31/2025 Wealthfront Advisers LLC64,599$5.13M0.0%+1.4%0.029%
7/31/2025 Whipplewood Advisors LLC700$56K0.0%+17,400.0%0.000%
7/31/2025 Brighton Jones LLC3,618$287K0.0%+5.5%0.002%
7/31/2025 MQS Management LLC8,271$657K0.4%N/A0.004%
7/31/2025 City State Bank8,302$659K0.2%-4.7%0.004%
7/31/2025 Focus Partners Advisor Solutions LLC4,319$343K0.0%-20.5%0.002%
7/31/2025 Curio Wealth LLC379$30K0.0%+37,800.0%0.000%
7/31/2025 AlphaQuest LLC21,112$1.68M0.2%-28.0%0.009%
7/31/2025 Sumitomo Mitsui Trust Group Inc.550,712$43.74M0.0%+4.6%0.246%
7/31/2025 Catalyst Capital Advisors LLC453$36K0.0%-57.0%0.000%
7/31/2025 Asset Management One Co. Ltd.95,404$7.58M0.0%-1.9%0.043%
7/30/2025 LifeWealth Investments LLC4,374$347K0.1%+48.0%0.002%
7/30/2025 Forum Financial Management LP6,933$551K0.0%+7.5%0.003%
7/30/2025 Ethic Inc.34,581$2.74M0.0%+11.4%0.015%
7/30/2025 Denali Advisors LLC14,453$1.15M0.1%+117.8%0.006%
7/30/2025 Argonautica Private Wealth Management Inc.8,821$701K0.2%-4.6%0.004%
7/30/2025 Securian Asset Management Inc.10,743$853K0.0%-2.7%0.005%
7/30/2025 DekaBank Deutsche Girozentrale71,558$5.67M0.0%-6.6%0.032%
7/29/2025 Unison Advisors LLC60,077$4.77M0.5%+1.0%0.027%
7/29/2025 Chicago Partners Investment Group LLC5,550$449K0.0%+2.5%0.002%
7/29/2025 Mutual of America Capital Management LLC23,655$1.88M0.0%-3.3%0.011%
7/29/2025 Foster & Motley Inc.34,941$2.78M0.2%+18.3%0.016%
7/29/2025 Chevy Chase Trust Holdings LLC109,037$8.66M0.0%-1.2%0.049%
7/29/2025 Private Trust Co. NA768$61K0.0%+127.2%0.000%
7/29/2025 Nordea Investment Management AB18,784$1.49M0.0%+10.9%0.008%
7/29/2025 Praxis Investment Management Inc.4,630$368K0.0%-34.9%0.002%
7/28/2025 Allianz Asset Management GmbH78,948$6.27M0.0%-62.8%0.035%
7/28/2025 New York State Teachers Retirement System159,940$12.70M0.0%-11.3%0.071%
7/28/2025 Capital Management Corp VA144,879$11.51M2.0%+15.5%0.065%
7/28/2025 Mutual Advisors LLC3,335$270K0.0%+21.0%0.001%
7/28/2025 Generali Asset Management SPA SGR15,535$1.23M0.0%N/A0.007%
7/28/2025 Private Wealth Asset Management LLC403$32K0.0%+163.4%0.000%
7/28/2025 Sagespring Wealth Partners LLC4,035$321K0.0%+4.0%0.002%
7/28/2025 TD Asset Management Inc109,247$8.68M0.0%+6.7%0.049%
7/25/2025 NorthRock Partners LLC5,067$402K0.0%+9.2%0.002%
7/25/2025 Verdence Capital Advisors LLC8,639$686K0.0%+98.0%0.004%
7/25/2025 Sequoia Financial Advisors LLC9,224$733K0.0%+96.9%0.004%
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7/25/2025 Vest Financial LLC11,659$926K0.0%+24.9%0.005%
7/25/2025 Yousif Capital Management LLC28,241$2.24M0.0%-1.6%0.013%
7/25/2025 Lion Street Advisors LLC6,749$536K0.2%-16.2%0.003%
7/25/2025 Allspring Global Investments Holdings LLC9,261$749K0.0%-8.3%0.004%
7/25/2025 GW Henssler & Associates Ltd.213,618$16.97M0.9%+2.0%0.095%
7/25/2025 CWM LLC15,181$1.21M0.0%-20.1%0.007%
7/25/2025 OFI Invest Asset Management1,222$97K0.0%N/A0.001%
7/25/2025 Vanguard Personalized Indexing Management LLC29,908$2.38M0.0%+8.7%0.013%
7/25/2025 Concurrent Investment Advisors LLC3,340$265K0.0%+11.5%0.001%
7/25/2025 Apollon Wealth Management LLC5,397$429K0.0%-5.7%0.002%
(Data available from 1/1/2016 forward)

PFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFG shares?

During the previous two years, 817 institutional investors and hedge funds held shares of Principal Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.30B), BlackRock Inc. ($1.51B), State Street Corp ($819.56M), Bank of America Corp DE ($758.80M), Geode Capital Management LLC ($422.07M), Capital Research Global Investors ($384.56M), and Victory Capital Management Inc. ($312.81M).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 650 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 ($6.03M), Victory Capital Management Inc. ($3.34M), Goldman Sachs Group Inc. ($1.79M), RIA Advisory Group LLC ($1.08M), Capital Research Global Investors ($975.90K), Hsbc Holdings PLC ($744.42K), and Deutsche Bank AG ($694.79K).

How much institutional buying is happening at Principal Financial Group?

Institutional investors have bought a total of 20,654,703 shares in the last 24 months. This purchase volume represents approximately $1.68B in transactions.

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

Of the 355 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: Wellington Management Group LLP ($2.36M), Bank of America Corp DE ($1.33M), Invesco Ltd. ($687.00K), Bank of New York Mellon Corp ($530.93K), JPMorgan Chase & Co. ($483.00K), Deutsche Bank AG ($481.22K), and Marshall Wace LLP ($471.47K).

How much institutional selling is happening at Principal Financial Group?

Institutional investors have sold a total of 13,636,284 shares in the last 24 months. This volume of shares sold represents approximately $1.10B in transactions.



This page (NYSE:PFG) was last updated on 8/8/2025 by MarketBeat.com Staff
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