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Principal Financial Group (PFG) Institutional Ownership

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$77.35 0.00 (0.00%)
As of 03:07 PM Eastern
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Institutional Ownership Changes (13F Filings) for Principal Financial Group (NYSE:PFG)

Current
Institutional Ownership
Percentage
75.08%
Number of
Institutional Buyers
(last 12 months)
476
Total
Institutional Inflows
(last 12 months)
$1.70B
Number of
Institutional Sellers
(last 12 months)
350
Total
Institutional Outflows
(last 12 months)
$1.11B
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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
5/21/2025 Acadian Asset Management LLC100,634$8.49M0.0%+21.7%0.045%
5/21/2025 Geneos Wealth Management Inc.1,889$159K0.0%+7.6%0.001%
5/20/2025 Belpointe Asset Management LLC4,726$399K0.0%+17.0%0.002%
5/20/2025 Intech Investment Management LLC18,553$1.57M0.0%-68.8%0.008%
5/20/2025 Focus Partners Wealth73,302$6.19M0.0%+559.8%0.033%
5/20/2025 Flaharty Asset Management LLC609$51K0.0%N/A0.000%
5/20/2025 Integrity Alliance LLC.5,576$470K0.0%N/A0.002%
5/20/2025 Plato Investment Management Ltd5,665$483K0.0%-5.5%0.003%
5/19/2025 SageView Advisory Group LLC2,775$234K0.0%-4.8%0.001%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,808,484$152.58M0.0%-3.7%0.807%
5/16/2025 Empowered Funds LLC4,678$395K0.0%+11.9%0.002%
5/16/2025 MBB Public Markets I LLC3,870$327K0.0%N/A0.002%
5/16/2025 Ascent Group LLC11,506$971K0.0%+5.5%0.005%
5/16/2025 Meiji Yasuda Life Insurance Co6,699$565K0.0%N/A0.003%
5/16/2025 United Services Automobile Association4,920$409K0.0%N/A0.002%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.35,059$2.96M0.1%+353.6%0.016%
5/16/2025 Arete Wealth Advisors LLC4,138$349K0.0%-3.6%0.002%
5/16/2025 Caxton Associates LLP7,351$620K0.0%N/A0.003%
5/16/2025 Sciencast Management LP40,224$3.39M0.8%+55.2%0.018%
5/16/2025 Voleon Capital Management LP 88,413$7.46M0.6%+94.2%0.039%
5/16/2025 Goldman Sachs Group Inc.2,613,143$220.47M0.0%+114.2%1.166%
5/16/2025 Jones Financial Companies Lllp816$69K0.0%-92.7%0.000%
5/16/2025 Dynamic Technology Lab Private Ltd5,540$467K0.1%+23.6%0.002%
5/16/2025 Teza Capital Management LLC17,678$1.49M0.7%+268.2%0.008%
5/16/2025 USS Investment Management Ltd28,254$2.38M0.0%-43.9%0.013%
5/16/2025 UniSuper Management Pty Ltd28,417$2.40M0.0%-1.4%0.013%
5/16/2025 Scientech Research LLC10,544$890K0.2%+58.8%0.005%
5/16/2025 Petrus Trust Company LTA4,361$368K0.0%-46.7%0.002%
5/16/2025 NewEdge Advisors LLC7,503$633K0.0%+24.1%0.003%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.62,048$5.24M0.0%+8.1%0.028%
5/16/2025 Integrated Wealth Concepts LLC2,896$244K0.0%N/A0.001%
5/16/2025 Interval Partners LP79,024$6.67M0.1%-30.7%0.035%
5/16/2025 Alliancebernstein L.P.251,296$21.20M0.0%+4.8%0.112%
5/16/2025 AQR Capital Management LLC645,431$53.60M0.1%+443.6%0.288%
5/16/2025 Advisors Asset Management Inc.34,882$2.94M0.1%+8.1%0.016%
5/16/2025 Amundi1,136,838$90.17M0.0%-16.4%0.507%
5/15/2025 Federation des caisses Desjardins du Quebec27,536$2.32M0.0%+0.5%0.012%
5/15/2025 EP Wealth Advisors LLC10,223$863K0.0%-2.6%0.005%
5/15/2025 GW Henssler & Associates Ltd.209,494$17.68M1.0%+4.2%0.093%
5/15/2025 Focus Partners Advisor Solutions LLC5,434$459K0.0%+39.3%0.002%
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5/15/2025 Royal Bank of Canada1,080,097$91.13M0.0%+1.7%0.482%
5/15/2025 Nomura Holdings Inc.6,634$560K0.0%-4.3%0.003%
5/15/2025 Centric Wealth Management27,913$2.36M0.6%+9.4%0.012%
5/15/2025 Baird Financial Group Inc.38,198$3.22M0.0%-12.5%0.017%
5/15/2025 Vident Advisory LLC24,051$2.03M0.0%+259.3%0.011%
5/15/2025 Magnetar Financial LLC22,878$1.93M0.0%N/A0.010%
5/15/2025 GKV Capital Management Co. Inc.528$45K0.0%N/A0.000%
5/15/2025 State of Wyoming2,163$182K0.0%N/A0.001%
5/15/2025 Trexquant Investment LP106,820$9.01M0.1%N/A0.048%
5/15/2025 Lansforsakringar Fondforvaltning AB publ 55,848$4.71M0.0%+1.5%0.025%
5/15/2025 OMERS ADMINISTRATION Corp54,118$4.57M0.0%+444.9%0.024%
5/15/2025 BNP Paribas Financial Markets604,121$50.97M0.0%+28.7%0.269%
5/14/2025 B. Metzler seel. Sohn & Co. AG11,486$969K0.0%-46.5%0.005%
5/14/2025 Transamerica Financial Advisors LLC11,695$987K0.1%+251.2%0.005%
5/14/2025 Ieq Capital LLC19,926$1.68M0.0%+346.4%0.009%
5/14/2025 Rafferty Asset Management LLC68,986$5.82M0.0%-7.1%0.031%
5/14/2025 Corebridge Financial Inc.48,461$4.09M0.0%-3.0%0.022%
5/14/2025 Comerica Bank47,674$4.02M0.0%-1.1%0.021%
5/14/2025 MetLife Investment Management LLC54,947$4.64M0.0%-1.9%0.025%
5/14/2025 Jump Financial LLC3,300$278K0.0%-65.9%0.001%
5/14/2025 SVB Wealth LLC2,122$179K0.0%N/A0.001%
5/14/2025 APG Asset Management N.V.122,900$9.60M0.0%-3.2%0.055%
5/14/2025 Smartleaf Asset Management LLC2,440$203K0.0%+10.9%0.001%
5/14/2025 Northwestern Mutual Wealth Management Co.18,997$1.60M0.0%+4.8%0.008%
5/14/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp43,747$3.69M0.0%-1.4%0.020%
5/14/2025 Groupe la Francaise37,705$3.21M0.1%+15.8%0.017%
5/14/2025 Kestra Advisory Services LLC11,721$989K0.0%-13.2%0.005%
5/14/2025 Allstate Corp8,140$687K0.0%+21.2%0.004%
5/14/2025 Compound Planning Inc.2,934$248K0.0%N/A0.001%
5/14/2025 Norinchukin Bank The11,233$948K0.0%+15.6%0.005%
5/14/2025 Candriam S.C.A.16,758$1.41M0.0%-28.5%0.007%
5/14/2025 Dorsey & Whitney Trust CO LLC58,430$4.93M0.3%-4.7%0.026%
5/14/2025 EntryPoint Capital LLC2,395$202K0.1%N/A0.001%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.6,656$560K0.0%-23.2%0.003%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S7,299$616K0.0%-36.3%0.003%
5/14/2025 Legacy Financial Advisors Inc.4,936$416K0.1%-3.2%0.002%
5/14/2025 Hsbc Holdings PLC1,177,467$99.23M0.1%-18.1%0.525%
5/14/2025 Quantbot Technologies LP12,419$1.05M0.0%-91.6%0.006%
5/14/2025 Wellington Management Group LLP2,070,573$174.69M0.0%-50.6%0.924%
5/14/2025 Korea Investment CORP133,166$11.24M0.0%-46.8%0.059%
5/13/2025 Northern Trust Corp3,581,196$302.15M0.0%-2.2%1.597%
5/13/2025 Versor Investments LP17,100$1.44M0.2%N/A0.008%
5/13/2025 Freestone Capital Holdings LLC35,890$3.03M0.1%+1.5%0.016%
5/13/2025 CacheTech Inc.10,688$902K0.2%-1.8%0.005%
5/13/2025 Adams Wealth Management10,688$902K0.2%-1.8%0.005%
5/13/2025 Raymond James Financial Inc.199,878$16.86M0.0%-2.2%0.089%
5/13/2025 Cresset Asset Management LLC10,209$861K0.0%+2.9%0.005%
5/13/2025 State of New Jersey Common Pension Fund D70,010$5.91M0.0%-6.7%0.031%
5/13/2025 American Century Companies Inc.150,026$12.66M0.0%-22.6%0.067%
5/13/2025 Ethic Inc.31,053$2.64M0.1%-18.2%0.014%
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5/13/2025 Brandywine Global Investment Management LLC137,495$11.60M0.1%+2.1%0.061%
5/13/2025 Aberdeen Group plc165,700$13.87M0.0%+113.5%0.074%
5/13/2025 Dimensional Fund Advisors LP3,663,656$309.07M0.1%-6.4%1.634%
5/13/2025 Azimuth Capital Investment Management LLC76,040$6.42M0.3%+5.6%0.034%
5/13/2025 Trivium Point Advisory LLC5,621$474K0.1%-11.8%0.003%
5/13/2025 Sei Investments Co.20,535$1.63M0.0%+2.4%0.009%
5/13/2025 Kovitz Investment Group Partners LLC6,427$542K0.0%+3.2%0.003%
5/13/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund66,151$5.58M0.1%-38.6%0.030%
5/13/2025 Tokio Marine Asset Management Co. Ltd.7,145$603K0.0%+3.4%0.003%
5/13/2025 Gulf International Bank UK Ltd12,727$1.07M0.0%-33.4%0.006%
(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, 813 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 PFG's institutional investors.

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

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

Which institutional investors have been buying Principal Financial Group stock?

Of the 649 institutional investors that purchased Principal Financial Group 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 36,857,366 shares in the last 24 months. This purchase volume represents approximately $2.94B in transactions.

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

Of the 495 institutional investors that sold Principal Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($3.95M), Capital Research Global Investors ($3.35M), Wellington Management Group LLP ($2.42M), Vanguard Group Inc. ($1.68M), BlackRock Inc. ($1.53M), Bank of America Corp DE ($1.33M), and RIA Advisory Group LLC ($1.07M).

How much institutional selling is happening at Principal Financial Group?

Institutional investors have sold a total of 33,797,769 shares in the last 24 months. This volume of shares sold represents approximately $2.66B in transactions.


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This page (NYSE:PFG) was last updated on 5/23/2025 by MarketBeat.com Staff
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