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Principal Financial Group (PFG) Institutional Ownership

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$80.20 +0.39 (+0.48%)
As of 12:01 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)
483
Total
Institutional Inflows
(last 12 months)
$1.71B
Number of
Institutional Sellers
(last 12 months)
356
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
7/17/2025Sonora Investment Management Group LLC3,600$286K0.0%-13.1%0.002%
7/17/2025Fort Washington Investment Advisors Inc. OH314,354$24.97M0.1%+1.4%0.140%
7/17/2025LVW Advisors LLC3,741$297K0.0%N/A0.002%
7/16/2025State of Alaska Department of Revenue23,179$1.84M0.0%-6.0%0.010%
7/16/2025Patton Fund Management Inc.2,998$238K0.2%N/A0.001%
7/16/2025 CX Institutional2,623$208K0.0%+17.7%0.001%
7/16/2025American National Bank & Trust349$28K0.0%N/A0.000%
7/16/2025Hartford Investment Management Co.15,306$1.22M0.0%+18.4%0.007%
7/15/2025 Public Employees Retirement System of Ohio72,348$5.75M0.0%+3.5%0.032%
7/15/2025 Legacy Financial Group LLC10,713$851K0.1%+2.3%0.005%
7/15/2025 Fifth Third Bancorp9,535$757K0.0%-5.2%0.004%
7/15/2025 Optima Capital LLC4,152$330K0.2%N/A0.002%
7/14/2025 Argentarii LLC6,906$549K0.3%-15.2%0.003%
7/14/2025 AdvisorNet Financial Inc625$50K0.0%+94.7%0.000%
7/14/2025 Foster Group Inc.18,999$1.51M0.1%+51.5%0.008%
7/14/2025 GAMMA Investing LLC5,444$432K0.0%-4.1%0.002%
7/14/2025 Farmers & Merchants Investments Inc.2,905$231K0.0%-19.8%0.001%
7/14/2025 Park Avenue Securities LLC7,146$568K0.0%-11.0%0.003%
7/11/2025 Farther Finance Advisors LLC11,556$918K0.0%+7.3%0.005%
7/11/2025 Wedge Capital Management L L P NC30,488$2.42M0.0%+7.0%0.014%
7/11/2025 CX Institutional2,623$208K0.0%+17.7%0.001%
7/11/2025 UMB Bank n.a.2,314$184K0.0%-24.6%0.001%
7/11/2025 Assenagon Asset Management S.A.60,734$4.82M0.0%-59.0%0.027%
7/11/2025 Kingstone Capital Partners Texas LLC43,187$3.27M0.0%N/A0.019%
7/11/2025 IFM Investors Pty Ltd49,024$3.89M0.0%+7.0%0.022%
7/10/2025 Oliver Lagore Vanvalin Investment Group296$25K0.0%N/A0.000%
7/10/2025 Security National Bank960$76K0.0%-65.7%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC28,934$2.34M0.0%-8.7%0.013%
7/10/2025 Wedmont Private Capital2,886$233K0.0%-7.2%0.001%
7/10/2025 Swedbank AB197,386$15.68M0.0%+21.7%0.088%
7/10/2025 Baader Bank Aktiengesellschaft5,355$425K0.0%+102.3%0.002%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd25,037$1.99M0.0%+3.4%0.011%
7/10/2025 Signal Advisors Wealth LLC2,617$208K0.0%N/A0.001%
7/10/2025 Focus Financial Network Inc.4,584$364K0.0%+40.5%0.002%
7/9/2025 Procyon Advisors LLC13,542$1.08M0.1%+152.1%0.006%
7/9/2025 Tounjian Advisory Partners LLC10,958$925K0.2%-1.3%0.005%
7/9/2025 Goelzer Investment Management Inc.118,931$9.45M0.5%-1.1%0.053%
7/9/2025 Balefire LLC2,849$226K0.0%+15.7%0.001%
7/9/2025 Czech National Bank50,416$4.01M0.0%+4.3%0.022%
7/8/2025 Martin Capital Partners LLC10,278$816K0.3%+206.0%0.005%
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7/8/2025 Apella Capital LLC2,851$229K0.0%N/A0.001%
7/8/2025 Parallel Advisors LLC1,674$133K0.0%-23.7%0.001%
7/7/2025 First Community Trust NA476$38K0.0%-41.7%0.000%
7/2/2025 Central Pacific Bank Trust Division3,642$289K0.0%+10.2%0.002%
6/26/2025AG2R LA Mondiale Gestion D Actifs10,349$806K0.0%N/A0.005%
6/18/2025Voya Investment Management LLC65,972$5.57M0.0%+6.1%0.029%
6/2/2025Modern Wealth Management LLC10,259$866K0.0%-5.3%0.005%
5/28/2025Strs Ohio24,003$2.03M0.0%N/A0.011%
5/21/2025Acadian Asset Management LLC100,634$8.49M0.0%+21.7%0.045%
5/21/2025Geneos Wealth Management Inc.1,889$159K0.0%+7.6%0.001%
5/20/2025Belpointe Asset Management LLC4,726$399K0.0%+17.0%0.002%
5/20/2025Intech Investment Management LLC18,553$1.57M0.0%-68.8%0.008%
5/20/2025Focus Partners Wealth73,302$6.19M0.0%+559.8%0.033%
5/20/2025Flaharty Asset Management LLC609$51K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.5,576$470K0.0%N/A0.002%
5/20/2025Plato Investment Management Ltd5,665$483K0.0%-5.5%0.003%
5/19/2025SageView Advisory Group LLC2,775$234K0.0%-4.8%0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,808,484$152.58M0.0%-3.7%0.807%
5/16/2025Empowered Funds LLC4,678$395K0.0%+11.9%0.002%
5/16/2025MBB Public Markets I LLC3,870$327K0.0%N/A0.002%
5/16/2025Ascent Group LLC11,506$971K0.0%+5.5%0.005%
5/16/2025Meiji Yasuda Life Insurance Co6,699$565K0.0%N/A0.003%
5/16/2025United Services Automobile Association4,920$409K0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.35,059$2.96M0.1%+353.6%0.016%
5/16/2025Arete Wealth Advisors LLC4,138$349K0.0%-3.6%0.002%
5/16/2025Caxton Associates LLP7,351$620K0.0%N/A0.003%
5/16/2025Sciencast Management LP40,224$3.39M0.8%+55.2%0.018%
5/16/2025Voleon Capital Management LP 88,413$7.46M0.6%+94.2%0.039%
5/16/2025Goldman Sachs Group Inc.2,613,143$220.47M0.0%+114.2%1.166%
5/16/2025Jones Financial Companies Lllp816$69K0.0%-92.7%0.000%
5/16/2025Dynamic Technology Lab Private Ltd5,540$467K0.1%+23.6%0.002%
5/16/2025Teza Capital Management LLC17,678$1.49M0.7%+268.2%0.008%
5/16/2025USS Investment Management Ltd28,254$2.38M0.0%-43.9%0.013%
5/16/2025UniSuper Management Pty Ltd28,417$2.40M0.0%-1.4%0.013%
5/16/2025Scientech Research LLC10,544$890K0.2%+58.8%0.005%
5/16/2025Petrus Trust Company LTA4,361$368K0.0%-46.7%0.002%
5/16/2025NewEdge Advisors LLC7,503$633K0.0%+24.1%0.003%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.62,048$5.24M0.0%+8.1%0.028%
5/16/2025Integrated Wealth Concepts LLC2,896$244K0.0%N/A0.001%
5/16/2025Interval Partners LP79,024$6.67M0.1%-30.7%0.035%
5/16/2025Alliancebernstein L.P.251,296$21.20M0.0%+4.8%0.112%
5/16/2025AQR Capital Management LLC645,431$53.60M0.1%+443.6%0.288%
5/16/2025Advisors Asset Management Inc.34,882$2.94M0.1%+8.1%0.016%
5/16/2025Amundi1,136,838$90.17M0.0%-16.4%0.507%
5/15/2025Federation des caisses Desjardins du Quebec27,536$2.32M0.0%+0.5%0.012%
5/15/2025EP Wealth Advisors LLC10,223$863K0.0%-2.6%0.005%
5/15/2025GW Henssler & Associates Ltd.209,494$17.68M1.0%+4.2%0.093%
5/15/2025Focus Partners Advisor Solutions LLC5,434$459K0.0%+39.3%0.002%
5/15/2025Royal Bank of Canada1,080,097$91.13M0.0%+1.7%0.482%
5/15/2025Nomura Holdings Inc.6,634$560K0.0%-4.3%0.003%
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5/15/2025Centric Wealth Management27,913$2.36M0.6%+9.4%0.012%
5/15/2025Baird Financial Group Inc.38,198$3.22M0.0%-12.5%0.017%
5/15/2025Vident Advisory LLC24,051$2.03M0.0%+259.3%0.011%
5/15/2025Magnetar Financial LLC22,878$1.93M0.0%N/A0.010%
5/15/2025GKV Capital Management Co. Inc.528$45K0.0%N/A0.000%
5/15/2025State of Wyoming2,163$182K0.0%N/A0.001%
5/15/2025Trexquant Investment LP106,820$9.01M0.1%N/A0.048%
5/15/2025Lansforsakringar Fondforvaltning AB publ 55,848$4.71M0.0%+1.5%0.025%
5/15/2025OMERS ADMINISTRATION Corp54,118$4.57M0.0%+444.9%0.024%
5/15/2025BNP Paribas Financial Markets604,121$50.97M0.0%+28.7%0.269%
(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, 822 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 656 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 20,984,268 shares in the last 24 months. This purchase volume represents approximately $1.71B 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), JPMorgan Chase & Co. ($483.00K), Deutsche Bank AG ($481.22K), Marshall Wace LLP ($471.47K), and Legal & General Group Plc ($448.66K).

How much institutional selling is happening at Principal Financial Group?

Institutional investors have sold a total of 13,714,351 shares in the last 24 months. This volume of shares sold represents approximately $1.11B in transactions.


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This page (NYSE:PFG) was last updated on 7/17/2025 by MarketBeat.com Staff
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