Free Trial

Principal Financial Group (PFG) Institutional Ownership

Principal Financial Group logo
$76.83 +2.76 (+3.73%)
Closing price 05/2/2025 04:00 PM Eastern
Extended Trading
$74.50 -2.33 (-3.03%)
As of 05/2/2025 07:55 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)
435
Total
Institutional Inflows
(last 12 months)
$1.43B
Number of
Institutional Sellers
(last 12 months)
336
Total
Institutional Outflows
(last 12 months)
$897.43M
Get PFG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Principal Financial Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
5/2/2025Midwest Heritage Bank FSB2,803$236K0.1%N/A0.001%
5/2/2025Kingsview Wealth Management LLC3,656$308K0.0%-3.9%0.002%
5/2/2025Verdence Capital Advisors LLC4,363$368K0.0%+39.8%0.002%
5/2/2025Victory Capital Management Inc.3,707,534$312.81M0.3%+802.2%1.648%
5/2/2025Wealthfront Advisers LLC63,699$5.37M0.0%+10.0%0.028%
5/2/2025Cornercap Investment Counsel Inc.16,170$1.36M0.7%-1.5%0.007%
5/2/2025Massachusetts Financial Services Co. MA591,970$49.95M0.0%+29.5%0.263%
5/2/2025Dakota Wealth Management28,428$2.40M0.1%-6.1%0.013%
5/2/2025Apollon Wealth Management LLC5,723$483K0.0%+11.2%0.003%
5/2/2025Hohimer Wealth Management LLC25,035$2.11M0.4%+1.3%0.011%
5/1/2025 Securian Asset Management Inc.11,043$932K0.0%-1.8%0.005%
5/1/2025 CWM LLC19,010$1.60M0.0%+46.3%0.008%
5/1/2025 New York State Common Retirement Fund126,285$10.66M0.0%-0.4%0.056%
5/1/2025 Mutual of America Capital Management LLC24,472$2.07M0.0%-2.9%0.011%
5/1/2025 Arizona State Retirement System66,126$5.58M0.0%-1.7%0.029%
5/1/2025 Xponance Inc.107,653$9.08M0.1%+2.9%0.048%
4/30/2025 Cerity Partners LLC34,782$2.94M0.0%+19.2%0.015%
4/30/2025 Hunter Associates Investment Management LLC2,411$202K0.0%N/A0.001%
4/30/2025 Nisa Investment Advisors LLC76,868$6.49M0.0%-0.9%0.034%
4/30/2025 New Mexico Educational Retirement Board9,854$831K0.0%-3.0%0.004%
4/30/2025 Principal Securities Inc.10,384$804K0.0%+254.0%0.005%
4/30/2025 Greenleaf Trust7,699$650K0.0%+16.1%0.003%
4/30/2025 DekaBank Deutsche Girozentrale76,615$6.29M0.0%+7.1%0.034%
4/30/2025 M&T Bank Corp7,353$620K0.0%-37.7%0.003%
4/30/2025 Stratos Wealth Partners LTD.3,826$323K0.0%+3.9%0.002%
4/30/2025 Blackhawk Capital Partners LLC.3,336$281K0.1%N/A0.001%
4/30/2025 Crossmark Global Holdings Inc.14,058$1.19M0.0%-4.0%0.006%
4/29/2025 Envestnet Asset Management Inc.49,183$4.15M0.0%+12.5%0.022%
4/29/2025 Bank of New York Mellon Corp1,433,473$120.94M0.0%-6.2%0.637%
4/29/2025 Elite Financial Inc.1,175$99K0.1%N/A0.001%
4/29/2025 von Borstel & Associates Inc.380$32K0.0%N/A0.000%
4/29/2025 Kintegral Advisory LLC32,794$2.77M0.4%-32.9%0.015%
4/29/2025 Catalyst Capital Advisors LLC1,053$89K0.0%+45.0%0.000%
4/29/2025 IFM Investors Pty Ltd50,574$4.34M0.0%+10.4%0.022%
4/29/2025 OneDigital Investment Advisors LLC14,644$1.24M0.0%+1.9%0.007%
4/29/2025 Conning Inc.404,953$34.17M1.2%+5,081.7%0.180%
4/29/2025 Goelzer Investment Management Inc.120,215$10.14M0.6%-1.4%0.053%
4/29/2025 Checchi Capital Advisers LLC3,492$295K0.0%+15.7%0.002%
4/28/2025 D.A. Davidson & CO.13,228$1.12M0.0%-2.7%0.006%
4/28/2025 Principal Financial Group Inc.229,603$19.37M0.0%+1.1%0.102%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
4/28/2025 Teacher Retirement System of Texas199,900$16.87M0.1%N/A0.089%
4/28/2025 WCM Investment Management LLC7,023$583K0.0%+7.3%0.003%
4/28/2025 Sageworth Trust Co2,577$217K0.0%N/A0.001%
4/28/2025 Vontobel Holding Ltd.6,102$515K0.0%-8.2%0.003%
4/25/2025 Mather Group LLC.1,803$152K0.0%+11.0%0.001%
4/25/2025 Deseret Mutual Benefit Administrators577$49K0.0%-46.5%0.000%
4/25/2025 CHURCHILL MANAGEMENT Corp109,318$9.22M0.1%+4.1%0.049%
4/25/2025 Koshinski Asset Management Inc.2,544$215K0.0%N/A0.001%
4/25/2025 MorganRosel Wealth Management LLC548$46K0.0%N/A0.000%
4/25/2025 New York State Teachers Retirement System180,325$15.21M0.0%+0.6%0.080%
4/25/2025 Amalgamated Bank41,840$3.53M0.0%+1.6%0.019%
4/25/2025 KBC Group NV165,753$13.99M0.0%-43.1%0.074%
4/25/2025 Sumitomo Mitsui Trust Group Inc.526,649$44.43M0.0%+2.6%0.234%
4/24/2025 Allspring Global Investments Holdings LLC10,103$860K0.0%-1.5%0.004%
4/24/2025 Elevated Capital Advisors LLC9,372$791K0.2%+4.4%0.004%
4/24/2025 Mirae Asset Global Investments Co. Ltd.26,169$2.17M0.0%+11.2%0.012%
4/24/2025 Illinois Municipal Retirement Fund120,746$10.19M0.1%+3.6%0.054%
4/24/2025 Diversified Trust Co14,803$1.25M0.0%N/A0.007%
4/23/2025 Goldstein Advisors LLC2,637$222K0.0%N/A0.001%
4/23/2025 Robeco Institutional Asset Management B.V.57,329$4.84M0.0%+16.3%0.025%
4/23/2025 Golden State Wealth Management LLC1,811$153K0.0%+203.9%0.001%
4/23/2025 Bessemer Group Inc.16,995$1.43M0.0%-71.0%0.008%
4/23/2025 Lecap Asset Management Ltd.16,579$1.40M0.3%-26.2%0.007%
4/23/2025 Asset Management One Co. Ltd.97,207$8.20M0.0%-11.3%0.043%
4/23/2025 Goelzer Investment Management Inc.120,953$9.36M0.6%-0.8%0.054%
4/23/2025 Oppenheimer & Co. Inc.11,708$988K0.0%+19.9%0.005%
4/23/2025 Continuum Advisory LLC1,827$154K0.0%-9.0%0.001%
4/22/2025 Cambridge Investment Research Advisors Inc.84,886$7.16M0.0%-3.7%0.038%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund6,598$557K0.0%-31.9%0.003%
4/22/2025 Kentucky Retirement Systems15,491$1.31M0.0%+5.8%0.007%
4/22/2025 Nilsine Partners LLC4,594$388K0.0%-3.1%0.002%
4/22/2025 DMKC Advisory Services LLC59,752$5.04M4.5%-1.6%0.027%
4/21/2025 ORG Partners LLC508$43K0.0%-35.9%0.000%
4/21/2025 Retirement Systems of Alabama45,218$3.82M0.0%-0.8%0.020%
4/21/2025 Blue Trust Inc.1,003$85K0.0%+81.7%0.000%
4/21/2025 Plimoth Trust Co. LLC7,668$647K0.2%-2.4%0.003%
4/21/2025 Centennial Wealth Advisory LLC4,497$379K0.1%+14.4%0.002%
4/21/2025 PSI Advisors LLC10,361$874K0.3%+2.7%0.005%
4/21/2025 State of Alaska Department of Revenue24,659$2.08M0.0%+2.8%0.011%
4/21/2025 LifeWealth Investments LLC2,955$249K0.1%N/A0.001%
4/18/2025 Lion Street Advisors LLC8,058$680K0.2%-3.7%0.004%
4/18/2025 Cornerstone Wealth Management LLC2,396$202K0.0%N/A0.001%
4/17/2025 QRG Capital Management Inc.12,065$1.02M0.0%-32.0%0.005%
4/17/2025 Sagespring Wealth Partners LLC3,881$327K0.0%+7.8%0.002%
4/17/2025 Janney Montgomery Scott LLC19,956$1.68M0.0%-1.3%0.009%
4/17/2025 Columbus Macro LLC25,440$2.15M0.3%-0.8%0.011%
4/17/2025 Trust Point Inc.369,684$31.19M2.8%-0.1%0.164%
4/17/2025 Mn Services Vermogensbeheer B.V.86,280$7.28M0.1%-7.2%0.038%
4/17/2025 Brighton Jones LLC3,429$289K0.0%+16.8%0.002%
4/17/2025 Exchange Traded Concepts LLC3,056$258K0.0%-6.9%0.001%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
4/17/2025 Pinion Investment Advisors LLC23,042$1.94M0.4%+128.6%0.010%
4/17/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH3,556$300K0.0%N/A0.002%
4/17/2025 Sound Income Strategies LLC236,617$19.96M1.2%+3.5%0.105%
4/16/2025 Farmers & Merchants Investments Inc.3,623$306K0.0%-12.4%0.002%
4/16/2025 Wealth Enhancement Advisory Services LLC31,677$2.67M0.0%-4.2%0.014%
4/16/2025 Rockland Trust Co.3,046$257K0.0%-9.3%0.001%
4/16/2025 Fort Washington Investment Advisors Inc. OH310,103$26.16M0.2%+1.9%0.138%
4/15/2025 Greenwood Capital Associates LLC18,688$1.58M0.2%+6.3%0.008%
4/15/2025 Fifth Third Bancorp10,056$848K0.0%+6.1%0.004%
4/15/2025 Focus Financial Network Inc.3,262$275K0.0%N/A0.001%
(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, 797 institutional investors and hedge funds held shares of Principal Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.12B), 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 Wellington Management Group LLP ($324.49M).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 637 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), Envestnet Asset Management Inc. ($3.73M), Victory Capital Management Inc. ($3.34M), First Trust Advisors LP ($2.30M), RIA Advisory Group LLC ($1.08M), Capital Research Global Investors ($975.90K), and Hsbc Holdings PLC ($744.42K).

How much institutional buying is happening at Principal Financial Group?

Institutional investors have bought a total of 40,532,013 shares in the last 24 months. This purchase volume represents approximately $3.76B in transactions.

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

Of the 482 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), Charles Schwab Investment Management Inc. ($3.63M), Capital Research Global Investors ($3.35M), Bank of America Corp DE ($1.56M), BlackRock Inc. ($1.53M), Vanguard Group Inc. ($1.49M), and RIA Advisory Group LLC ($1.07M).

How much institutional selling is happening at Principal Financial Group?

Institutional investors have sold a total of 34,013,238 shares in the last 24 months. This volume of shares sold represents approximately $2.98B in transactions.



This page (NYSE:PFG) was last updated on 5/3/2025 by MarketBeat.com Staff
From Our Partners