Principal Financial Group (PFG) Institutional Ownership $103.85 -0.07 (-0.07%) Closing price 05/22/2026 04:00 PM EasternExtended Trading$103.88 +0.03 (+0.02%) As of 05/22/2026 04:30 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 Massive. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Principal Financial Group (NASDAQ:PFG)CurrentInstitutional OwnershipPercentage75.08%Number ofInstitutional Buyers(last 12 months)555TotalInstitutional Inflows(last 12 months)$2.30BNumber ofInstitutional Sellers(last 12 months)344TotalInstitutional Outflows(last 12 months)$1.77B 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. Subscribe Now View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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Skip Chart & View Institutional Buying and Selling Data PFG Institutional Buying and Selling by Quarter Principal Financial Group Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/21/2026 Essential Partners LLC1,321$119K0.0%-43.1%0.001% 5/21/2026 Groupe la Francaise48,995$4.42M0.1%+8.2%0.023% 5/19/2026 Western Wealth Management LLC443$40K0.0%N/A0.000% 5/19/2026 Bank of America Corp DE8,819,452$794.72M0.1%+5.0%4.083% 5/19/2026 Edgestream Partners L.P.2,501$225K0.0%N/A0.001% 5/19/2026 Kentucky Retirement Systems22,602$2.04M0.1%+62.1%0.010% 5/19/2026 Janus Henderson Group PLC25,752$2.32M0.0%-4.4%0.012% 5/19/2026 Oddo BHF Asset Management Sas38,826$3.50M0.1%+4.2%0.018% 5/19/2026 Bull Harbor Capital LLC4,223$381K0.1%N/A0.002% 5/19/2026 Strategic Investment Advisors MI4,069$367K0.0%N/A0.002% Get the Latest News and Ratings for PFG and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Principal Financial Group and its competitors with MarketBeat's FREE daily newsletter. 5/19/2026 Arkadios Wealth Advisors6,384$575K0.0%+22.6%0.003% 5/18/2026 Amundi1,151,817$103.79M0.0%-6.8%0.533% 5/18/2026 Gould Capital LLC408$37K0.0%N/A0.000% 5/18/2026 EverSource Wealth Advisors LLC3,130$282K0.0%+14.9%0.001% 5/18/2026 California State Teachers Retirement System397,874$35.85M0.0%-1.9%0.184% 5/18/2026 Royal Bank of Canada877,645$79.09M0.0%+14.2%0.406% 5/18/2026 Empowered Funds LLC50,838$4.58M0.0%+366.1%0.024% 5/18/2026 Estate Counselors LLC22,708$2.05M0.2%N/A0.011% 5/16/2026 The Manufacturers Life Insurance Company 105,590$9.52M0.0%-7.2%0.049% 5/16/2026 Quantinno Capital Management LP198,492$17.89M0.0%+19.3%0.092% 5/16/2026 SummitTX Capital L.P.16,511$1.49M0.0%-72.5%0.008% 5/16/2026 Lazard Asset Management LLC51,957$4.68M0.0%N/A0.024% 5/15/2026 Gateway Wealth Partners LLC3,780$341K0.0%N/A0.002% 5/15/2026 OMERS ADMINISTRATION Corp10,762$970K0.0%+26.3%0.005% 5/15/2026 Lombard Odier Asset Management Switzerland SA58,079$5.23M0.2%+34.5%0.027% 5/15/2026 Waverly Advisors LLC12,084$1.09M0.0%+16.2%0.006% 5/15/2026 Wealth Alliance LLC5,541$499K0.0%N/A0.003% 5/14/2026 Healthcare of Ontario Pension Plan Trust Fund591,931$53.34M0.1%+157.5%0.274% 5/14/2026 Hilltop Holdings Inc.8,707$785K0.1%+23.5%0.004% 5/14/2026 Public Employees Retirement System of Ohio72,913$6.57M0.0%-1.4%0.034% 5/14/2026 Compound Planning Inc.3,075$277K0.0%+9.5%0.001% 5/14/2026 Arrowstreet Capital Limited Partnership201,881$18.19M0.0%-67.6%0.093% 5/14/2026 Bank of Nova Scotia32,607$2.94M0.0%-56.5%0.015% 5/14/2026 Sei Investments Co.48,184$4.34M0.0%+16.6%0.022% 5/14/2026 Lido Advisors LLC6,664$601K0.0%+14.9%0.003% 5/13/2026 Cetera Investment Advisers131,728$11.87M0.0%+20.0%0.061% 5/13/2026 Signature Equity Partners LLC350$32K0.0%+5,733.3%0.000% 5/13/2026 Wiregrass Investment Management LLC14,450$1.30M1.1%+6.9%0.007% 5/13/2026 CI Investments Inc.69,350$6.25M0.0%+5.0%0.032% 5/13/2026 First Trust Advisors LP555,487$50.06M0.0%-19.3%0.257% PH: Do THESE 4 things to your bank account now … (Ad)In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.Discover all 4 steps to help protect your bank account now5/12/2026 ABN Amro Investment Solutions10,264$925K0.0%+54.5%0.005% 5/8/2026 PNC Financial Services Group Inc.137,401$12.38M0.0%+1.7%0.064% 5/8/2026 Oslo Pensjonsforsikring AS3,152$284K0.0%N/A0.001% 5/8/2026 Andra AP fonden900$81K0.0%N/A0.000% 5/8/2026 Wilkerson Advisory Group LLC422$38K0.0%+57.5%0.000% 5/8/2026 Cassaday & Co Wealth Management LLC607$55K0.0%N/A0.000% 5/8/2026 Johnson Financial Group Inc.930$84K0.0%+94.6%0.000% 5/7/2026 Dimensional Fund Advisors LP3,886,509$350.19M0.1%+3.2%1.799% 5/7/2026 Parallel Advisors LLC1,892$170K0.0%+12.2%0.001% 5/7/2026 AlphaCentric Advisors LLC1,462$132K0.1%N/A0.001% 5/7/2026 KBC Group NV396,845$35.76M0.1%-0.1%0.184% 5/7/2026 SEB Asset Management AB48,868$4.40M0.0%N/A0.023% 5/7/2026 Swiss National Bank644,800$58.10M0.0%+5.5%0.299% 5/7/2026 Valley Wealth Managers Inc.300$27K0.0%N/A0.000% 5/7/2026 AIA Group Ltd5,517$497K0.0%-17.1%0.003% 5/7/2026 Mediolanum International Funds Ltd115,549$10.20M0.1%+1.8%0.053% 5/6/2026 California Public Employees Retirement System410,420$36.98M0.0%-0.5%0.190% 5/6/2026 Atlas Wealth LLC6,012$542K0.1%N/A0.003% 5/6/2026 Simon Quick Advisors LLC26,255$2.37M0.1%+7.3%0.012% 5/6/2026 Kera Capital Partners Inc.2,904$262K0.0%+20.2%0.001% 5/6/2026 Assetmark Inc.20,227$1.82M0.0%+104.3%0.009% 5/6/2026 Allspring Global Investments Holdings LLC9,325$840K0.0%+5.6%0.004% 5/6/2026 Prosperity Consulting Group LLC6,921$624K0.0%+1.6%0.003% 5/5/2026 Wealthfront Advisers LLC68,407$6.16M0.0%+8.3%0.032% 5/5/2026 D.A. Davidson & CO.14,955$1.35M0.0%+6.6%0.007% 5/5/2026 Twin Capital Management Inc.4,774$430K0.1%-2.5%0.002% 5/5/2026 Bank of New York Mellon Corp1,190,553$107.28M0.0%-1.9%0.551% 5/5/2026 Illinois Municipal Retirement Fund78,640$7.09M0.1%-27.7%0.036% 5/5/2026 Gentry Private Wealth LLC5,764$519K0.3%-11.1%0.003% 5/5/2026 Sanctuary Advisors LLC22,148$2.00M0.0%+12.9%0.010% 5/5/2026 Checchi Capital Advisers LLC3,631$327K0.0%+11.0%0.002% 5/5/2026 Avantax Planning Partners Inc.35,622$3.21M0.1%+0.7%0.016% 5/4/2026 AMG National Trust Bank138,056$12.44M0.3%+2.1%0.064% 5/4/2026 State of Michigan Retirement System55,880$5.04M0.0%-1.2%0.026% 5/4/2026 Principal Financial Group Inc.226,718$20.43M0.0%+5.4%0.105% 5/4/2026 Chicago Partners Investment Group LLC8,084$788K0.0%+12.3%0.004% 5/4/2026 Y.D. More Investments Ltd961$87K0.0%-19.0%0.000% 5/4/2026 Procyon Advisors LLC14,156$1.28M0.0%+3.1%0.007% 5/2/2026 International Assets Investment Management LLC430$39K0.0%+62.3%0.000% 5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS46,084$4.15M0.0%-0.9%0.021% 5/1/2026 Fifth Third Bancorp84,116$7.58M0.0%+821.3%0.039% 5/1/2026 Simplicity Wealth LLC2,376$214K0.0%N/A0.001% 5/1/2026 Candriam S.C.A.14,177$1.28M0.0%-83.1%0.007% 5/1/2026 Conning Inc.398,470$35.91M1.2%+8.1%0.184% 5/1/2026 Sequoia Financial Advisors LLC15,659$1.41M0.0%+6.0%0.007% 4/30/2026 Hsbc Holdings PLC780,743$70.39M0.0%-3.9%0.360% 4/30/2026 Elevated Capital Advisors LLC7,659$690K0.2%-15.8%0.004% 4/30/2026 Accredited Investors Inc.2,866$258K0.0%N/A0.001% 4/30/2026 Beacon Financial Group4,451$401K0.0%+2.8%0.002% 4/30/2026 Kestra Advisory Services LLC17,649$1.59M0.0%+29.0%0.008% A letter from Shannon Stansberry (Ad)Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.Watch the full story and see the verified track record for yourself4/30/2026 Sumitomo Mitsui Trust Group Inc.509,894$45.95M0.0%-2.7%0.235% 4/30/2026 Resona Asset Management Co. Ltd.69,601$6.25M0.0%-0.4%0.032% 4/30/2026 Munich Reinsurance Co Stock Corp in Munich62,847$5.66M0.1%-17.5%0.029% 4/30/2026 Greenwood Capital Associates LLC10,728$967K0.1%-44.6%0.005% 4/30/2026 Oregon Public Employees Retirement Fund22,637$2.04M0.0%-0.9%0.010% 4/30/2026 Sageworth Trust Co2,577$232K0.0%-4.0%0.001% 4/30/2026 Sageworth Trust Co of South Dakota2,528$228K0.2%-28.4%0.001% 4/29/2026 Montag A & Associates Inc.11,512$1.04M0.0%-2.0%0.005% 4/29/2026 Swedbank AB205,073$18.48M0.0%-0.5%0.095% 4/29/2026 Unison Advisors LLC61,778$5.57M0.4%+0.9%0.029% PFG Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PFG shares? During the previous two years, 877 institutional investors and hedge funds held shares of Principal Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.38B), State Street Corp ($927.03M), Bank of America Corp DE ($794.72M), Geode Capital Management LLC ($489.93M), Capital Research Global Investors ($384.56M), Dimensional Fund Advisors LP ($350.19M), and Northern Trust Corp ($302.35M).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 777 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 ($8.76M), Victory Capital Management Inc. ($3.31M), AQR Capital Management LLC ($2.38M), Goldman Sachs Group Inc. ($1.53M), Bank of America Corp DE ($1.50M), Amundi ($918.79K), and Assenagon Asset Management S.A. ($875.16K). How much institutional buying is happening at Principal Financial Group? Institutional investors have bought a total of 27,229,349 shares in the last 24 months. This purchase volume represents approximately $2.30B in transactions. Which of Principal Financial Group's major shareholders have been selling company stock? Of the 344 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: Bank of America Corp DE ($3.94M), Victory Capital Management Inc. ($3.70M), UBS Group AG ($1.06M), Royal Bank of Canada ($907.12K), Assenagon Asset Management S.A. ($777.26K), Amundi ($639.43K), and Swiss Life Asset Management Ltd ($538.10K). How much institutional selling is happening at Principal Financial Group? Institutional investors have sold a total of 20,674,488 shares in the last 24 months. This volume of shares sold represents approximately $1.77B in transactions. Related Companies FITB Institutional Ownership HBAN Institutional Ownership WTFC Institutional Ownership AMP Institutional Ownership EQH Institutional Ownership MET Institutional Ownership PRU Institutional Ownership RF Institutional Ownership SF Institutional Ownership VOYA Institutional Ownership This page (NASDAQ:PFG) was last updated on 5/24/2026 by MarketBeat.com Staff. From Our PartnersHey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. 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