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AMD   121.04 (-0.10%)
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MU   76.04 (-0.11%)
CGC   0.62 (+10.55%)
GE   122.31 (+0.42%)
DIS   92.57 (-0.13%)
AMC   6.90 (+3.76%)
PFE   28.91 (-5.12%)
PYPL   59.76 (+3.73%)
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MSFT   374.95 (-1.05%)
META   324.73 (-0.74%)
GOOGL   131.91 (-0.47%)
AMZN   147.04 (+0.65%)
TSLA   238.77 (-0.55%)
NVDA   468.18 (+0.10%)
NIO   7.19 (-1.10%)
BABA   74.11 (-1.03%)
AMD   121.04 (-0.10%)
T   16.73 (+0.97%)
F   10.59 (+3.22%)
MU   76.04 (-0.11%)
CGC   0.62 (+10.55%)
GE   122.31 (+0.42%)
DIS   92.57 (-0.13%)
AMC   6.90 (+3.76%)
PFE   28.91 (-5.12%)
PYPL   59.76 (+3.73%)
XOM   103.06 (+0.31%)

Principal Financial Group (PFG) Institutional Ownership

$74.49
+0.66 (+0.89%)
(As of 03:33 PM ET)
Compare
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

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

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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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
12/1/2023Wellington Management Group LLP4,423,975$318.84M0.1%+15.0%1.856%
11/30/2023American Century Companies Inc.68,583$4.94M0.0%-20.3%0.029%
11/30/2023Neo Ivy Capital Management13,328$0.96M0.4%N/A0.006%
11/27/2023Banque Pictet & Cie SA20,081$1.45M0.0%-33.9%0.008%
11/24/2023Deutsche Bank AG653,258$47.08M0.0%+5.4%0.274%
11/22/2023Public Sector Pension Investment Board54,057$3.90M0.0%+4.6%0.023%
11/22/2023Graham Capital Management L.P.8,762$0.63M0.0%+48.4%0.004%
11/21/2023Comerica Bank64,757$4.67M0.0%N/A0.027%
11/17/2023OLD National Bancorp IN10,935$0.79M0.0%-33.1%0.005%
11/16/2023Creative Planning46,057$3.32M0.0%+98.6%0.019%
11/16/2023Harbour Investments Inc.1,629$0.12M0.0%-12.0%0.001%
11/16/2023Tudor Investment Corp Et Al131,852$9.50M0.1%+4,783.4%0.055%
11/16/2023Public Employees Retirement System of Ohio112,855$8.13M0.0%-9.4%0.047%
11/16/2023Morgan Stanley2,613,880$188.38M0.0%-1.8%1.096%
11/16/2023Penserra Capital Management LLC1,249$89K0.0%-14.9%0.001%
11/15/2023Integrated Wealth Concepts LLC4,733$0.34M0.0%-14.8%0.002%
11/15/2023Townsquare Capital LLC6,693$0.48M0.0%+3.0%0.003%
11/15/2023Mercer Global Advisors Inc. ADV237,931$17.15M0.1%+14.0%0.100%
11/15/2023Toroso Investments LLC19,754$1.42M0.0%-15.4%0.008%
11/15/2023iA Global Asset Management Inc.8,370$0.60M0.0%-28.1%0.004%
11/15/2023The Manufacturers Life Insurance Company 154,935$11.17M0.0%-0.9%0.065%
11/15/2023Royal Bank of Canada1,846,670$133.09M0.0%-7.8%0.775%
11/15/2023Royal London Asset Management Ltd.172,994$12.46M0.0%+11.2%0.073%
11/15/2023Riggs Asset Managment Co. Inc.372$27K0.0%-44.1%0.000%
11/15/2023Schroder Investment Management Group32,919$2.37M0.0%-3.1%0.014%
11/15/2023Sei Investments Co.21,845$1.57M0.0%-20.1%0.009%
11/15/2023JPMorgan Chase & Co.490,529$35.35M0.0%+3.6%0.206%
11/15/2023JT Stratford LLC3,164$0.23M0.1%-36.9%0.001%
11/15/2023Legal & General Group Plc2,006,272$144.59M0.1%-4.2%0.842%
11/15/2023EHP Funds Inc.4,400$0.32M0.1%-79.1%0.002%
11/15/2023Adage Capital Partners GP L.L.C.71,100$5.12M0.0%-68.4%0.030%
11/15/2023Ameriprise Financial Inc.187,569$13.52M0.0%-0.9%0.079%
11/15/2023AXQ Capital LP10,000$0.72M0.3%+51.5%0.004%
11/15/2023Advisors Asset Management Inc.58,168$4.19M0.1%-7.9%0.024%
11/15/2023Glenmede Trust Co. NA11,963$0.86M0.0%-4.7%0.005%
11/15/2023AQR Capital Management LLC84,745$6.11M0.0%-85.5%0.036%
11/14/2023Schonfeld Strategic Advisors LLC45,646$3.29M0.0%N/A0.019%
11/14/2023Teza Capital Management LLC11,599$0.84M0.1%N/A0.005%
11/14/2023California State Teachers Retirement System390,965$28.18M0.0%-2.7%0.164%
11/14/2023Toronto Dominion Bank118,912$8.57M0.0%-26.9%0.050%
11/14/2023Bank of Nova Scotia22,563$1.63M0.0%+12.3%0.009%
11/14/2023Tower Research Capital LLC TRC 10,986$0.79M0.0%+329.6%0.005%
11/14/2023Qube Research & Technologies Ltd536,958$38.70M0.1%+37.2%0.225%
11/14/2023Treasurer of the State of North Carolina109,266$7.88M0.0%+0.4%0.046%
11/14/2023Valley National Advisers Inc.556$40K0.0%+81.7%0.000%
11/14/2023O Shaughnessy Asset Management LLC276,844$19.95M0.3%-12.0%0.116%
11/13/2023Natixis Advisors L.P.67,917$4.90M0.0%+2.9%0.028%
11/13/2023Jacobi Capital Management LLC4,846$0.35M0.0%-18.1%0.002%
11/13/2023Meiji Yasuda Asset Management Co Ltd.7,079$0.51M0.0%+10.8%0.003%
11/13/2023Personal CFO Solutions LLC5,922$0.43M0.1%-17.2%0.002%
11/13/2023Optiver Holding B.V.1,090$79K0.0%N/A0.000%
11/13/2023Northern Trust Corp3,920,915$282.58M0.1%+0.4%1.645%
11/13/2023Federated Hermes Inc.20,456$1.47M0.0%+17.1%0.009%
11/13/2023Stifel Financial Corp20,098$1.45M0.0%+16.6%0.008%
11/13/2023Mariner LLC24,898$1.79M0.0%+4.9%0.010%
11/13/2023Ontario Teachers Pension Plan Board17,626$1.27M0.0%-27.7%0.007%
11/13/2023LPL Financial LLC114,314$8.24M0.0%-8.0%0.048%
11/13/2023Brandywine Global Investment Management LLC358,618$25.85M0.2%+3.5%0.150%
11/13/2023Hsbc Holdings PLC1,210,985$87.31M0.1%+60.5%0.508%
11/13/2023V Square Quantitative Management LLC4,278$0.31M0.1%+185.4%0.002%
11/13/2023CI Investments Inc.68,569$4.94M0.0%-13.4%0.029%
11/13/2023Pearl River Capital LLC13,542$0.98M0.2%N/A0.006%
11/13/2023Qtron Investments LLC4,154$0.30M0.1%-28.9%0.002%
11/13/2023Cambria Investment Management L.P.118,629$8.55M0.7%+8.5%0.050%
11/13/2023Invesco Ltd.2,231,757$160.84M0.0%+12.6%0.936%
11/13/2023FMR LLC588,846$42.44M0.0%-1.6%0.247%
11/13/2023Grantham Mayo Van Otterloo & Co. LLC13,861$1M0.0%-82.9%0.006%
11/13/2023Envestnet Asset Management Inc.200,119$14.42M0.0%-54.4%0.084%
11/13/2023Envestnet Portfolio Solutions Inc.8,002$0.58M0.0%N/A0.003%
11/13/2023QRG Capital Management Inc.315,327$22.73M0.4%N/A0.132%
11/13/2023Korea Investment CORP155,226$11.19M0.0%-54.2%0.065%
11/13/2023Rafferty Asset Management LLC74,621$5.38M0.0%+2.9%0.031%
11/13/2023Prudential PLC14,719$1.06M0.0%-17.6%0.006%
11/13/2023Kestra Advisory Services LLC14,284$1.03M0.0%+1.8%0.006%
11/13/2023Checchi Capital Advisers LLC2,903$0.21M0.0%+9.5%0.001%
11/13/2023Aviva PLC43,019$3.10M0.0%+363.5%0.018%
11/13/2023DekaBank Deutsche Girozentrale75,589$5.44M0.0%-2.6%0.032%
11/13/2023PNC Financial Services Group Inc.214,410$15.45M0.0%-2.9%0.090%
11/9/2023Rhumbline Advisers500,588$36.08M0.0%-6.1%0.210%
11/9/2023Montag A & Associates Inc.17,596$1.27M0.1%-2.0%0.007%
11/9/2023Nicolet Bankshares Inc.5,808$0.42M0.1%-3.2%0.002%
11/9/2023Nemes Rush Group LLC2,277$0.16M0.0%-59.9%0.001%
11/9/2023Ellevest Inc.4,644$0.34M0.0%+3.3%0.002%
11/9/2023Arjuna Capital21,142$1.52M0.5%-41.2%0.009%
11/9/2023Deutsche Bank AG653,258$47.08M0.0%+5.4%0.274%
11/9/2023Greenleaf Trust6,497$0.47M0.0%-6.0%0.003%
11/9/2023Citigroup Inc.138,981$10.02M0.0%-6.5%0.058%
11/9/2023Skandinaviska Enskilda Banken AB publ 45,049$3.25M0.0%-84.8%0.019%
11/9/2023Prime Capital Investment Advisors LLC5,522$0.40M0.0%-7.5%0.002%
11/9/2023Blair William & Co. IL4,294$0.31M0.0%-4.0%0.002%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS44,713$3.22M0.0%+13.6%0.019%
11/9/2023Texas Permanent School Fund Corp47,001$3.39M0.0%-3.0%0.020%
11/9/2023Mutual of America Capital Management LLC31,135$2.24M0.0%-4.2%0.013%
11/9/2023UBS Group AG264,981$19.10M0.0%-26.5%0.111%
11/9/2023Mitsubishi UFJ Trust & Banking Corp160,912$11.60M0.0%-3.3%0.067%
11/9/2023Canada Pension Plan Investment Board140,901$10.16M0.0%+552.3%0.059%
11/8/2023State of New Jersey Common Pension Fund D130,702$9.42M0.0%-3.7%0.055%
11/8/2023Campbell & CO Investment Adviser LLC35,121$2.53M0.3%N/A0.015%
11/8/2023State Board of Administration of Florida Retirement System287,657$20.73M0.0%-0.4%0.121%
11/8/2023HighTower Advisors LLC20,070$1.46M0.0%-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.


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

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