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Principal Financial Group (PFG) Institutional Ownership

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$81.60 +0.74 (+0.92%)
Closing price 04:00 PM Eastern
Extended Trading
$81.61 +0.01 (+0.01%)
As of 04:45 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)
478
Total
Institutional Inflows
(last 12 months)
$1.70B
Number of
Institutional Sellers
(last 12 months)
354
Total
Institutional Outflows
(last 12 months)
$1.10B
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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
7/10/2025Sumitomo Mitsui DS Asset Management Company Ltd25,037$1.99M0.0%+3.4%0.011%
7/10/2025Signal Advisors Wealth LLC2,617$208K0.0%N/A0.001%
7/10/2025Focus Financial Network Inc.4,584$364K0.0%+40.5%0.002%
7/9/2025Procyon Advisors LLC13,542$1.08M0.1%+152.1%0.006%
7/9/2025Tounjian Advisory Partners LLC10,958$925K0.2%-1.3%0.005%
7/9/2025Goelzer Investment Management Inc.118,931$9.45M0.5%-1.1%0.053%
7/9/2025Balefire LLC2,849$226K0.0%+15.7%0.001%
7/9/2025Czech National Bank50,416$4.01M0.0%+4.3%0.022%
7/8/2025 Martin Capital Partners LLC10,278$816K0.3%+206.0%0.005%
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%
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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%
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%
5/14/2025B. Metzler seel. Sohn & Co. AG11,486$969K0.0%-46.5%0.005%
5/14/2025Transamerica Financial Advisors LLC11,695$987K0.1%+251.2%0.005%
5/14/2025Ieq Capital LLC19,926$1.68M0.0%+346.4%0.009%
5/14/2025Rafferty Asset Management LLC68,986$5.82M0.0%-7.1%0.031%
5/14/2025Corebridge Financial Inc.48,461$4.09M0.0%-3.0%0.022%
5/14/2025Comerica Bank47,674$4.02M0.0%-1.1%0.021%
5/14/2025MetLife Investment Management LLC54,947$4.64M0.0%-1.9%0.025%
5/14/2025Jump Financial LLC3,300$278K0.0%-65.9%0.001%
5/14/2025SVB Wealth LLC2,122$179K0.0%N/A0.001%
5/14/2025APG Asset Management N.V.122,900$9.60M0.0%-3.2%0.055%
5/14/2025Smartleaf Asset Management LLC2,440$203K0.0%+10.9%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.18,997$1.60M0.0%+4.8%0.008%
5/14/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp43,747$3.69M0.0%-1.4%0.020%
5/14/2025Groupe la Francaise37,705$3.21M0.1%+15.8%0.017%
5/14/2025Kestra Advisory Services LLC11,721$989K0.0%-13.2%0.005%
5/14/2025Allstate Corp8,140$687K0.0%+21.2%0.004%
5/14/2025Compound Planning Inc.2,934$248K0.0%N/A0.001%
5/14/2025Norinchukin Bank The11,233$948K0.0%+15.6%0.005%
5/14/2025Candriam S.C.A.16,758$1.41M0.0%-28.5%0.007%
5/14/2025Dorsey & Whitney Trust CO LLC58,430$4.93M0.3%-4.7%0.026%
5/14/2025EntryPoint Capital LLC2,395$202K0.1%N/A0.001%
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5/14/2025Banco Bilbao Vizcaya Argentaria S.A.6,656$560K0.0%-23.2%0.003%
5/14/2025BI Asset Management Fondsmaeglerselskab A S7,299$616K0.0%-36.3%0.003%
5/14/2025Legacy Financial Advisors Inc.4,936$416K0.1%-3.2%0.002%
5/14/2025Hsbc Holdings PLC1,177,467$99.23M0.1%-18.1%0.525%
5/14/2025Quantbot Technologies LP12,419$1.05M0.0%-91.6%0.006%
5/14/2025Wellington Management Group LLP2,070,573$174.69M0.0%-50.6%0.924%
5/14/2025Korea Investment CORP133,166$11.24M0.0%-46.8%0.059%
5/13/2025Northern Trust Corp3,581,196$302.15M0.0%-2.2%1.597%
5/13/2025Versor Investments LP17,100$1.44M0.2%N/A0.008%
5/13/2025Freestone Capital Holdings LLC35,890$3.03M0.1%+1.5%0.016%
(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, 817 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 650 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 21,006,729 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 13,629,298 shares in the last 24 months. This volume of shares sold represents approximately $1.10B in transactions.


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This page (NYSE:PFG) was last updated on 7/10/2025 by MarketBeat.com Staff
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