Principal Financial Group (PFG) Institutional Ownership

$74.49

+0.66 (+0.89%)

(As of 03:33 PM ET)

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Today's Range: $73.68
▼
$74.83
50-Day Range: $66.88
▼
$74.92
52-Week Range: $65.17
▼
$93.87

Volume: 755,575 shs
Average Volume: 1.43 million shs
Market Capitalization: $17.76 billion

P/E Ratio: 12.27
Dividend Yield: 3.49%
Price Target: $74.92

Current Institutional Ownership Percentage: 70.68%
Number of Institutional Buyers (last 12 months): 489
Total Institutional Inflows (last 12 months): $2.91 B

Number of Institutional Sellers (last 12 months): 370
Total Institutional Outflows (last 12 months): $3.06 B

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PFG Institutional Buying and Selling by Quarter

Principal Financial Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/1/2023	Wellington Management Group LLP	4,423,975	$318.84M	0.1%	+15.0%	1.856%
11/30/2023	American Century Companies Inc.	68,583	$4.94M	0.0%	-20.3%	0.029%
11/30/2023	Neo Ivy Capital Management	13,328	$0.96M	0.4%	N/A	0.006%
11/27/2023	Banque Pictet & Cie SA	20,081	$1.45M	0.0%	-33.9%	0.008%
11/24/2023	Deutsche Bank AG	653,258	$47.08M	0.0%	+5.4%	0.274%
11/22/2023	Public Sector Pension Investment Board	54,057	$3.90M	0.0%	+4.6%	0.023%
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11/22/2023	Graham Capital Management L.P.	8,762	$0.63M	0.0%	+48.4%	0.004%
11/21/2023	Comerica Bank	64,757	$4.67M	0.0%	N/A	0.027%
11/17/2023	OLD National Bancorp IN	10,935	$0.79M	0.0%	-33.1%	0.005%
11/16/2023	Creative Planning	46,057	$3.32M	0.0%	+98.6%	0.019%
11/16/2023	Harbour Investments Inc.	1,629	$0.12M	0.0%	-12.0%	0.001%
11/16/2023	Tudor Investment Corp Et Al	131,852	$9.50M	0.1%	+4,783.4%	0.055%
11/16/2023	Public Employees Retirement System of Ohio	112,855	$8.13M	0.0%	-9.4%	0.047%
11/16/2023	Morgan Stanley	2,613,880	$188.38M	0.0%	-1.8%	1.096%
11/16/2023	Penserra Capital Management LLC	1,249	$89K	0.0%	-14.9%	0.001%
11/15/2023	Integrated Wealth Concepts LLC	4,733	$0.34M	0.0%	-14.8%	0.002%
11/15/2023	Townsquare Capital LLC	6,693	$0.48M	0.0%	+3.0%	0.003%
11/15/2023	Mercer Global Advisors Inc. ADV	237,931	$17.15M	0.1%	+14.0%	0.100%
11/15/2023	Toroso Investments LLC	19,754	$1.42M	0.0%	-15.4%	0.008%
11/15/2023	iA Global Asset Management Inc.	8,370	$0.60M	0.0%	-28.1%	0.004%
11/15/2023	The Manufacturers Life Insurance Company	154,935	$11.17M	0.0%	-0.9%	0.065%
11/15/2023	Royal Bank of Canada	1,846,670	$133.09M	0.0%	-7.8%	0.775%
11/15/2023	Royal London Asset Management Ltd.	172,994	$12.46M	0.0%	+11.2%	0.073%
11/15/2023	Riggs Asset Managment Co. Inc.	372	$27K	0.0%	-44.1%	0.000%
11/15/2023	Schroder Investment Management Group	32,919	$2.37M	0.0%	-3.1%	0.014%
11/15/2023	Sei Investments Co.	21,845	$1.57M	0.0%	-20.1%	0.009%
11/15/2023	JPMorgan Chase & Co.	490,529	$35.35M	0.0%	+3.6%	0.206%
11/15/2023	JT Stratford LLC	3,164	$0.23M	0.1%	-36.9%	0.001%
11/15/2023	Legal & General Group Plc	2,006,272	$144.59M	0.1%	-4.2%	0.842%
11/15/2023	EHP Funds Inc.	4,400	$0.32M	0.1%	-79.1%	0.002%
11/15/2023	Adage Capital Partners GP L.L.C.	71,100	$5.12M	0.0%	-68.4%	0.030%
11/15/2023	Ameriprise Financial Inc.	187,569	$13.52M	0.0%	-0.9%	0.079%
11/15/2023	AXQ Capital LP	10,000	$0.72M	0.3%	+51.5%	0.004%
11/15/2023	Advisors Asset Management Inc.	58,168	$4.19M	0.1%	-7.9%	0.024%
11/15/2023	Glenmede Trust Co. NA	11,963	$0.86M	0.0%	-4.7%	0.005%
11/15/2023	AQR Capital Management LLC	84,745	$6.11M	0.0%	-85.5%	0.036%
11/14/2023	Schonfeld Strategic Advisors LLC	45,646	$3.29M	0.0%	N/A	0.019%
11/14/2023	Teza Capital Management LLC	11,599	$0.84M	0.1%	N/A	0.005%
11/14/2023	California State Teachers Retirement System	390,965	$28.18M	0.0%	-2.7%	0.164%
11/14/2023	Toronto Dominion Bank	118,912	$8.57M	0.0%	-26.9%	0.050%

11/14/2023	Bank of Nova Scotia	22,563	$1.63M	0.0%	+12.3%	0.009%
11/14/2023	Tower Research Capital LLC TRC	10,986	$0.79M	0.0%	+329.6%	0.005%
11/14/2023	Qube Research & Technologies Ltd	536,958	$38.70M	0.1%	+37.2%	0.225%
11/14/2023	Treasurer of the State of North Carolina	109,266	$7.88M	0.0%	+0.4%	0.046%
11/14/2023	Valley National Advisers Inc.	556	$40K	0.0%	+81.7%	0.000%
11/14/2023	O Shaughnessy Asset Management LLC	276,844	$19.95M	0.3%	-12.0%	0.116%
11/13/2023	Natixis Advisors L.P.	67,917	$4.90M	0.0%	+2.9%	0.028%
11/13/2023	Jacobi Capital Management LLC	4,846	$0.35M	0.0%	-18.1%	0.002%
11/13/2023	Meiji Yasuda Asset Management Co Ltd.	7,079	$0.51M	0.0%	+10.8%	0.003%
11/13/2023	Personal CFO Solutions LLC	5,922	$0.43M	0.1%	-17.2%	0.002%
11/13/2023	Optiver Holding B.V.	1,090	$79K	0.0%	N/A	0.000%
11/13/2023	Northern Trust Corp	3,920,915	$282.58M	0.1%	+0.4%	1.645%
11/13/2023	Federated Hermes Inc.	20,456	$1.47M	0.0%	+17.1%	0.009%
11/13/2023	Stifel Financial Corp	20,098	$1.45M	0.0%	+16.6%	0.008%
11/13/2023	Mariner LLC	24,898	$1.79M	0.0%	+4.9%	0.010%
11/13/2023	Ontario Teachers Pension Plan Board	17,626	$1.27M	0.0%	-27.7%	0.007%
11/13/2023	LPL Financial LLC	114,314	$8.24M	0.0%	-8.0%	0.048%
11/13/2023	Brandywine Global Investment Management LLC	358,618	$25.85M	0.2%	+3.5%	0.150%
11/13/2023	Hsbc Holdings PLC	1,210,985	$87.31M	0.1%	+60.5%	0.508%
11/13/2023	V Square Quantitative Management LLC	4,278	$0.31M	0.1%	+185.4%	0.002%
11/13/2023	CI Investments Inc.	68,569	$4.94M	0.0%	-13.4%	0.029%
11/13/2023	Pearl River Capital LLC	13,542	$0.98M	0.2%	N/A	0.006%
11/13/2023	Qtron Investments LLC	4,154	$0.30M	0.1%	-28.9%	0.002%
11/13/2023	Cambria Investment Management L.P.	118,629	$8.55M	0.7%	+8.5%	0.050%
11/13/2023	Invesco Ltd.	2,231,757	$160.84M	0.0%	+12.6%	0.936%
11/13/2023	FMR LLC	588,846	$42.44M	0.0%	-1.6%	0.247%
11/13/2023	Grantham Mayo Van Otterloo & Co. LLC	13,861	$1M	0.0%	-82.9%	0.006%
11/13/2023	Envestnet Asset Management Inc.	200,119	$14.42M	0.0%	-54.4%	0.084%
11/13/2023	Envestnet Portfolio Solutions Inc.	8,002	$0.58M	0.0%	N/A	0.003%
11/13/2023	QRG Capital Management Inc.	315,327	$22.73M	0.4%	N/A	0.132%
11/13/2023	Korea Investment CORP	155,226	$11.19M	0.0%	-54.2%	0.065%
11/13/2023	Rafferty Asset Management LLC	74,621	$5.38M	0.0%	+2.9%	0.031%
11/13/2023	Prudential PLC	14,719	$1.06M	0.0%	-17.6%	0.006%
11/13/2023	Kestra Advisory Services LLC	14,284	$1.03M	0.0%	+1.8%	0.006%
11/13/2023	Checchi Capital Advisers LLC	2,903	$0.21M	0.0%	+9.5%	0.001%
11/13/2023	Aviva PLC	43,019	$3.10M	0.0%	+363.5%	0.018%
11/13/2023	DekaBank Deutsche Girozentrale	75,589	$5.44M	0.0%	-2.6%	0.032%
11/13/2023	PNC Financial Services Group Inc.	214,410	$15.45M	0.0%	-2.9%	0.090%
11/9/2023	Rhumbline Advisers	500,588	$36.08M	0.0%	-6.1%	0.210%
11/9/2023	Montag A & Associates Inc.	17,596	$1.27M	0.1%	-2.0%	0.007%
11/9/2023	Nicolet Bankshares Inc.	5,808	$0.42M	0.1%	-3.2%	0.002%
11/9/2023	Nemes Rush Group LLC	2,277	$0.16M	0.0%	-59.9%	0.001%
11/9/2023	Ellevest Inc.	4,644	$0.34M	0.0%	+3.3%	0.002%
11/9/2023	Arjuna Capital	21,142	$1.52M	0.5%	-41.2%	0.009%
11/9/2023	Deutsche Bank AG	653,258	$47.08M	0.0%	+5.4%	0.274%
11/9/2023	Greenleaf Trust	6,497	$0.47M	0.0%	-6.0%	0.003%
11/9/2023	Citigroup Inc.	138,981	$10.02M	0.0%	-6.5%	0.058%
11/9/2023	Skandinaviska Enskilda Banken AB publ	45,049	$3.25M	0.0%	-84.8%	0.019%
11/9/2023	Prime Capital Investment Advisors LLC	5,522	$0.40M	0.0%	-7.5%	0.002%
11/9/2023	Blair William & Co. IL	4,294	$0.31M	0.0%	-4.0%	0.002%

11/9/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	44,713	$3.22M	0.0%	+13.6%	0.019%
11/9/2023	Texas Permanent School Fund Corp	47,001	$3.39M	0.0%	-3.0%	0.020%
11/9/2023	Mutual of America Capital Management LLC	31,135	$2.24M	0.0%	-4.2%	0.013%
11/9/2023	UBS Group AG	264,981	$19.10M	0.0%	-26.5%	0.111%
11/9/2023	Mitsubishi UFJ Trust & Banking Corp	160,912	$11.60M	0.0%	-3.3%	0.067%
11/9/2023	Canada Pension Plan Investment Board	140,901	$10.16M	0.0%	+552.3%	0.059%
11/8/2023	State of New Jersey Common Pension Fund D	130,702	$9.42M	0.0%	-3.7%	0.055%
11/8/2023	Campbell & CO Investment Adviser LLC	35,121	$2.53M	0.3%	N/A	0.015%
11/8/2023	State Board of Administration of Florida Retirement System	287,657	$20.73M	0.0%	-0.4%	0.121%
11/8/2023	HighTower Advisors LLC	20,070	$1.46M	0.0%	-1.1%	0.008%

(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, 781 institutional investors and hedge funds held shares of Principal Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.05B), BlackRock Inc. ($1.51B), Bank of America Corp DE ($1.23B), State Street Corp ($769.53M), Capital Research Global Investors ($693.87M), Geode Capital Management LLC ($424.19M), and First Trust Advisors LP ($364.32M).Learn more on PFG's institutional investors.
What percentage of Principal Financial Group stock is owned by institutional investors?: 70.68% 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 682 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: Bank of America Corp DE ($12.73M), First Trust Advisors LP ($4.52M), Envestnet Asset Management Inc. ($4.09M), Norges Bank ($3.74M), Morgan Stanley ($1.82M), Goldman Sachs Group Inc. ($1.73M), and BlackRock Inc. ($1.27M).

How much institutional buying is happening at Principal Financial Group?: Institutional investors have bought a total of 56,896,033 shares in the last 24 months. This purchase volume represents approximately $5.71B in transactions.
Which Principal Financial Group major shareholders have been selling company stock?: Of the 476 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: BlackRock Inc. ($4.22M), Envestnet Asset Management Inc. ($3.93M), Charles Schwab Investment Management Inc. ($3.63M), State Street Corp ($3.46M), Bank of America Corp DE ($3.21M), Capital Research Global Investors ($2.67M), and Bank of New York Mellon Corp ($2.37M).
How much institutional selling is happening at Principal Financial Group?: Institutional investors have sold a total of 53,587,274 shares in the last 24 months. This volume of shares sold represents approximately $5.89B in transactions.

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This page (NYSE:PFG) was last updated on 12/1/2023 by MarketBeat.com Staff

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Principal Financial Group (PFG) Institutional Ownership

PFG Institutional Buying and Selling by Quarter

Principal Financial Group Major Shareholders & Ownership History

PFG Institutional Ownership - Frequently Asked Questions

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Principal Financial Group (PFG) Institutional Ownership

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

PFG Institutional Buying and Selling by Quarter

Principal Financial Group Major Shareholders & Ownership History

PFG Institutional Ownership - Frequently Asked Questions