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Principal Financial Group (PFG) Institutional Ownership

Principal Financial Group logo
$79.67 +0.25 (+0.31%)
Closing price 10/13/2025 04:00 PM Eastern
Extended Trading
$78.88 -0.79 (-1.00%)
As of 10/13/2025 06:21 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.
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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)
502
Total
Institutional Inflows
(last 12 months)
$2.24B
Number of
Institutional Sellers
(last 12 months)
364
Total
Institutional Outflows
(last 12 months)
$1.08B
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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
10/10/2025 Sound Income Strategies LLC246,068$20.35M1.1%-1.1%0.110%
10/10/2025 Wedge Capital Management L L P NC32,335$2.68M0.0%+6.1%0.015%
10/10/2025 Focus Financial Network Inc.5,169$429K0.0%+12.8%0.002%
10/9/2025 AdvisorNet Financial Inc314$26K0.0%-49.8%0.000%
10/9/2025 Board of the Pension Protection Fund4,500$373K0.4%N/A0.002%
10/9/2025 Voya Investment Management LLC45,931$3.81M0.0%-23.8%0.021%
10/9/2025 Long Run Wealth Advisors LLC2,466$204K0.0%N/A0.001%
10/8/2025 Wedmont Private Capital2,514$210K0.0%-12.9%0.001%
10/8/2025 Czech National Bank51,487$4.27M0.0%+2.1%0.023%
10/8/2025 Beacon Financial Group4,331$359K0.0%+65.3%0.002%
10/7/2025 Assenagon Asset Management S.A.697,735$57.85M0.1%+1,048.8%0.313%
10/6/2025 Heartwood Wealth Advisors LLC762$63K0.0%N/A0.000%
10/6/2025 Martin Capital Partners LLC10,824$897K0.3%+5.3%0.005%
10/3/2025 Aaron Wealth Advisors LLC2,576$214K0.0%N/A0.001%
10/2/2025 Central Pacific Bank Trust Division3,301$274K0.0%-9.4%0.001%
10/2/2025 GAMMA Investing LLC6,190$513K0.0%+13.7%0.003%
10/1/2025 Praxis Investment Management Inc.9,570$793K0.0%+106.7%0.004%
9/26/2025Capital A Wealth Management LLC338$27K0.3%+5,533.3%0.000%
9/25/2025CacheTech Inc.3,930$312K0.1%-63.2%0.002%
9/25/2025Adams Wealth Management3,930$312K0.1%-63.2%0.002%
9/24/2025Texas Permanent School Fund Corp14,069$1.12M0.0%-37.4%0.006%
9/12/2025Valeo Financial Advisors LLC2,533$201K0.0%N/A0.001%
9/4/2025Osaic Holdings Inc.57,070$4.61M0.0%+47.2%0.026%
8/27/2025Orion Porfolio Solutions LLC3,901$310K0.0%-7.9%0.002%
8/26/2025Thrivent Financial for Lutherans31,603$2.51M0.0%+5.1%0.014%
8/20/2025Kentucky Retirement Systems14,539$1.16M0.0%-6.1%0.007%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund6,170$490K0.0%-6.5%0.003%
8/19/2025State of Wyoming2,415$192K0.0%+11.7%0.001%
8/18/2025Geneos Wealth Management Inc.1,679$133K0.0%-11.1%0.001%
8/18/2025Caxton Associates LLP15,581$1.24M0.0%+112.0%0.007%
8/18/2025CYBER HORNET ETFs LLC565$45K0.0%N/A0.000%
8/18/2025Rexford Capital Inc.4,456$354K0.3%N/A0.002%
8/16/2025Public Sector Pension Investment Board42,459$3.37M0.0%-24.7%0.019%
8/16/2025FORA Capital LLC2,574$204K0.0%N/A0.001%
8/16/2025Headlands Technologies LLC24,689$1.96M0.2%-12.7%0.011%
8/15/2025CANADA LIFE ASSURANCE Co232,618$18.50M0.0%+2.7%0.104%
8/15/2025Tower Research Capital LLC TRC 2,958$235K0.0%-62.8%0.001%
8/15/2025MUFG Securities EMEA plc620$49K0.0%N/A0.000%
8/15/2025State of Tennessee Department of Treasury81,940$6.51M0.0%+36.4%0.037%
8/15/2025Vident Advisory LLC27,198$2.16M0.0%+13.1%0.012%
8/15/2025Voleon Capital Management LP84,467$6.71M0.4%-4.5%0.038%
8/15/2025Two Sigma Securities LLC4,726$375K0.0%N/A0.002%
8/15/2025Teza Capital Management LLC4,471$355K0.3%-74.7%0.002%
8/15/2025Smartleaf Asset Management LLC1,706$135K0.0%-30.1%0.001%
8/15/2025Royal London Asset Management Ltd.90,482$7.19M0.0%-19.7%0.041%
8/15/2025Rafferty Asset Management LLC68,585$5.45M0.0%-0.6%0.031%
8/15/2025Orion Porfolio Solutions LLC3,901$310K0.0%-7.9%0.002%
8/15/2025Man Group plc213,127$16.93M0.0%+15.9%0.096%
8/15/2025Meiji Yasuda Asset Management Co Ltd.32,368$2.57M0.1%-7.7%0.015%
8/15/2025Modern Wealth Management LLC11,100$882K0.0%+8.2%0.005%
8/15/2025Holocene Advisors LP130,077$10.33M0.0%-8.6%0.058%
8/15/2025IHT Wealth Management LLC5,425$431K0.0%+3.4%0.002%
8/15/2025Engineers Gate Manager LP21,829$1.73M0.0%-73.9%0.010%
8/15/2025Benjamin Edwards Inc.4,203$334K0.0%-5.6%0.002%
8/15/2025BI Asset Management Fondsmaeglerselskab A S9,324$741K0.0%+27.7%0.004%
8/15/2025BNP Paribas Financial Markets523,381$41.57M0.0%-13.4%0.235%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp35,405$2.81M0.0%-19.1%0.016%
8/15/2025Brevan Howard Capital Management LP63,175$5.02M0.0%+258.0%0.028%
8/15/2025Bank of America Corp DE12,370,852$982.62M0.1%+9.6%5.553%
8/15/2025Ameriprise Financial Inc.244,388$19.41M0.0%+24.9%0.110%
8/15/2025AQR Capital Management LLC596,724$47.37M0.0%-7.5%0.268%
8/14/2025Lighthouse Investment Partners LLC239,806$19.05M0.7%N/A0.108%
8/14/2025California State Teachers Retirement System395,145$31.39M0.0%+10.1%0.177%
8/14/2025Raymond James Financial Inc.228,037$18.11M0.0%+14.1%0.102%
8/14/2025Worldquant Millennium Advisors LLC137,301$10.91M0.1%+2.7%0.062%
8/14/2025Canada Pension Plan Investment Board86,958$6.91M0.0%+1,192.3%0.039%
8/14/2025Quantinno Capital Management LP111,141$8.83M0.0%+55.1%0.050%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.62,315$4.95M0.0%+0.4%0.028%
8/14/2025Alliancebernstein L.P.233,089$18.51M0.0%-7.2%0.105%
8/14/2025Treasurer of the State of North Carolina204,613$16.25M0.1%+43.3%0.092%
8/14/2025The Manufacturers Life Insurance Company 120,939$9.61M0.0%-3.9%0.054%
8/14/2025FAS Wealth Partners Inc.32,875$2.61M0.2%+9.5%0.015%
8/14/2025Squarepoint Ops LLC125,187$9.94M0.0%+65.3%0.056%
8/14/2025Sei Investments Co.28,033$2.23M0.0%+36.5%0.013%
8/14/2025EDENTREE ASSET MANAGEMENT Ltd148,600$11.80M3.3%+37.6%0.067%
8/14/2025Nebula Research & Development LLC15,414$1.22M0.1%-32.2%0.007%
8/14/2025NewEdge Advisors LLC8,039$639K0.0%+7.1%0.004%
8/14/2025Qube Research & Technologies Ltd901,652$71.62M0.1%+111.5%0.405%
8/14/2025Investment Management Corp of Ontario5,520$438K0.0%-14.0%0.002%
8/14/2025AXA S.A.2,553$203K0.0%N/A0.001%
8/14/2025State Street Corp10,692,504$849.31M0.0%-0.7%4.800%
8/14/2025Daiwa Securities Group Inc.32,427$2.58M0.0%+3.8%0.015%
8/14/2025Ossiam1,575$125K0.0%-98.7%0.001%
8/14/2025Bank of Nova Scotia127,860$10.16M0.0%+363.0%0.057%
8/14/2025California Public Employees Retirement System404,707$32.15M0.0%+10.3%0.182%
8/14/2025Cerity Partners LLC37,957$3.02M0.0%+9.1%0.017%
8/14/2025Federated Hermes Inc.22,767$1.81M0.0%-4.8%0.010%
8/13/2025SageView Advisory Group LLC2,538$204K0.0%-8.5%0.001%
8/13/2025Cresset Asset Management LLC10,749$854K0.0%+5.3%0.005%
8/13/2025Amundi1,791,246$144.21M0.0%+57.6%0.804%
8/13/2025Marshall Wace LLP411,185$32.66M0.0%+65.7%0.185%
8/13/2025Baird Financial Group Inc.36,377$2.89M0.0%-4.8%0.016%
8/13/2025First Trust Advisors LP690,528$54.85M0.0%+208.6%0.310%
8/13/2025EverSource Wealth Advisors LLC2,278$181K0.0%+96.2%0.001%
8/13/2025Invesco Ltd.2,740,463$217.68M0.0%+5.4%1.230%
8/13/2025Groupe la Francaise45,174$3.57M0.1%+19.8%0.020%
8/13/2025Blueshift Asset Management LLC4,685$372K0.1%N/A0.002%
8/13/2025Arrowstreet Capital Limited Partnership98,977$7.86M0.0%-31.0%0.044%
8/13/2025Quantbot Technologies LP35,750$2.84M0.1%+187.9%0.016%
8/13/2025M&T Bank Corp6,781$538K0.0%-7.8%0.003%
(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, 811 institutional investors and hedge funds held shares of Principal Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.17B), Bank of America Corp DE ($982.62M), State Street Corp ($849.31M), Geode Capital Management LLC ($433.96M), Capital Research Global Investors ($384.56M), Victory Capital Management Inc. ($312.81M), and Dimensional Fund Advisors LP ($309.07M).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 662 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 ($8.89M), Victory Capital Management Inc. ($3.34M), Goldman Sachs Group Inc. ($1.79M), RIA Advisory Group LLC ($1.08M), Bank of America Corp DE ($1.08M), Assenagon Asset Management S.A. ($1.01M), and Amundi ($918.79K).

How much institutional buying is happening at Principal Financial Group?

Institutional investors have bought a total of 27,679,122 shares in the last 24 months. This purchase volume represents approximately $2.24B in transactions.

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

Of the 364 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), JPMorgan Chase & Co. ($728.83K), Invesco Ltd. ($687.00K), Bank of New York Mellon Corp ($530.93K), Legal & General Group Plc ($516.88K), and Deutsche Bank AG ($481.22K).

How much institutional selling is happening at Principal Financial Group?

Institutional investors have sold a total of 13,410,134 shares in the last 24 months. This volume of shares sold represents approximately $1.08B in transactions.


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This page (NYSE:PFG) was last updated on 10/14/2025 by MarketBeat.com Staff
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