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Principal Financial Group (PFG) Institutional Ownership

Principal Financial Group logo
$86.56 +0.37 (+0.43%)
Closing price 02/20/2025 04:00 PM Eastern
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$86.56 +0.00 (+0.01%)
As of 02/20/2025 04:20 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 Polygon.io. Learn more.
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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)
407
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
332
Total
Institutional Outflows
(last 12 months)
$918.11M
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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
2/20/2025 Mackenzie Financial Corp23,678$1.83M0.0%-23.3%0.010%
2/19/2025 North Star Asset Management Inc.397,545$30.77M1.4%+0.2%0.174%
2/19/2025 CTC Alternative Strategies Ltd.2,706$209K0.3%N/A0.001%
2/19/2025 Public Employees Retirement System of Ohio77,960$6.04M0.0%-6.6%0.034%
2/18/2025 GTS Securities LLC3,006$233K0.0%-16.4%0.001%
2/18/2025 EDENTREE ASSET MANAGEMENT Ltd107,320$8.31M2.4%N/A0.047%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,877,246$145.32M0.0%+12.6%0.821%
2/17/2025 USS Investment Management Ltd50,354$3.90M0.0%-22.5%0.022%
2/17/2025 Voloridge Investment Management LLC879,704$68.10M0.2%+2.0%0.385%
2/17/2025 Waverly Advisors LLC7,993$619K0.0%+115.6%0.003%
2/17/2025 Worldquant Millennium Advisors LLC136,540$10.57M0.1%-3.0%0.060%
2/17/2025 Woodline Partners LP367,504$28.45M0.2%N/A0.161%
2/17/2025 Vident Advisory LLC6,693$518K0.0%+4.5%0.003%
2/17/2025 Squarepoint Ops LLC105,964$8.20M0.0%+143.3%0.046%
2/17/2025 Twinbeech Capital LP72,508$5.61M0.1%N/A0.032%
2/17/2025 Two Sigma Advisers LP85,400$6.61M0.0%+318.6%0.037%
2/17/2025 Two Sigma Investments LP104,674$8.10M0.0%-43.2%0.046%
2/17/2025 Tidal Investments LLC16,857$1.31M0.0%+6.7%0.007%
2/17/2025 Teza Capital Management LLC4,801$372K0.1%N/A0.002%
2/17/2025 Toronto Dominion Bank132,241$10.24M0.0%+6.7%0.058%
2/17/2025 Siemens Fonds Invest GmbH3,661$283K0.0%-84.8%0.002%
2/17/2025 Royal Bank of Canada1,062,128$82.22M0.0%+8.7%0.464%
2/17/2025 Rafferty Asset Management LLC74,246$5.75M0.0%+2.8%0.032%
2/17/2025 Raiffeisen Bank International AG1,226$95K0.0%N/A0.001%
2/17/2025 Prana Capital Management LP105,399$8.16M0.4%+95.6%0.046%
2/17/2025 ProShare Advisors LLC50,984$3.95M0.0%+7.9%0.022%
2/17/2025 Quantinno Capital Management LP37,843$2.93M0.0%-16.3%0.017%
2/17/2025 Mufg Securities Americas Inc.3,107$241K0.0%N/A0.001%
2/17/2025 Man Group plc140,518$10.88M0.0%-35.9%0.061%
2/17/2025 Nissay Asset Management Corp Japan ADV28,000$2.18M0.0%-0.4%0.012%
2/17/2025 Nomura Holdings Inc.6,931$537K0.0%N/A0.003%
2/17/2025 NorthRock Partners LLC4,345$336K0.0%N/A0.002%
2/17/2025 Nuveen Asset Management LLC553,555$42.85M0.0%-1.4%0.242%
2/17/2025 Numerai GP LLC4,026$312K0.1%-46.9%0.002%
2/17/2025 OMERS ADMINISTRATION Corp9,931$769K0.0%+19.9%0.004%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.57,423$4.45M0.0%+5.7%0.025%
2/17/2025 LMR Partners LLP8,995$696K0.0%N/A0.004%
2/17/2025 Laird Norton Wetherby Wealth Management LLC6,362$492K0.0%-13.1%0.003%
2/17/2025 Interval Partners LP113,995$8.82M0.2%+1.2%0.050%
2/17/2025 Investment Management Corp of Ontario6,420$497K0.0%-16.8%0.003%
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2/17/2025 Janus Henderson Group PLC27,041$2.09M0.0%-7.6%0.012%
2/17/2025 Graham Capital Management L.P.8,122$629K0.0%+240.8%0.004%
2/17/2025 Focus Partners Wealth11,109$860K0.0%-84.1%0.005%
2/17/2025 Ensign Peak Advisors Inc89,821$6.95M0.0%+0.1%0.039%
2/17/2025 Ethic Inc.37,965$2.94M0.1%-19.7%0.017%
2/17/2025 D. E. Shaw & Co. Inc.57,064$4.42M0.0%-64.5%0.025%
2/17/2025 Deutsche Bank AG1,482,053$114.73M0.0%+73.5%0.648%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main38,022$2.94M0.0%-44.1%0.017%
2/17/2025 EP Wealth Advisors LLC10,491$812K0.0%+5.1%0.005%
2/17/2025 Cresset Asset Management LLC9,917$768K0.0%-70.0%0.004%
2/17/2025 Crestline Management LP19,588$1.52M0.1%+21.4%0.009%
2/17/2025 Cetera Investment Advisers56,103$4.34M0.0%-0.4%0.025%
2/17/2025 Centiva Capital LP42,643$3.30M0.1%N/A0.019%
2/17/2025 Captrust Financial Advisors30,607$2.37M0.0%+13.9%0.013%
2/17/2025 Bank of America Corp DE9,802,354$758.80M0.1%-11.9%4.286%
2/17/2025 BNP Paribas Financial Markets469,424$36.34M0.0%+27.6%0.205%
2/17/2025 Ameriprise Financial Inc.149,802$11.60M0.0%-12.0%0.065%
2/17/2025 Alteri Wealth LLC3,346$259K0.1%N/A0.001%
2/17/2025 Aptus Capital Advisors LLC3,109$241K0.0%+12.4%0.001%
2/14/2025 Mercer Global Advisors Inc. ADV19,794$1.53M0.0%-15.5%0.009%
2/14/2025 FAS Wealth Partners Inc.28,898$2.24M0.2%+3.0%0.013%
2/14/2025 Navigoe LLC488$37K0.0%N/A0.000%
2/14/2025 Comerica Bank48,224$3.73M0.0%-19.0%0.021%
2/14/2025 Voleon Capital Management LP45,526$3.52M0.3%N/A0.020%
2/14/2025 Utah Retirement Systems37,713$2.92M0.0%-0.8%0.016%
2/14/2025 Schonfeld Strategic Advisors LLC47,411$3.67M0.0%+151.3%0.021%
2/14/2025 AQR Capital Management LLC118,730$9.19M0.0%+431.3%0.052%
2/14/2025 Lido Advisors LLC5,165$400K0.0%-7.7%0.002%
2/14/2025 Northern Trust Corp3,662,918$283.55M0.0%+9.8%1.601%
2/14/2025 The Manufacturers Life Insurance Company 128,206$9.92M0.0%+0.4%0.056%
2/14/2025 Public Employees Retirement Association of Colorado23,785$1.84M0.0%-2.1%0.010%
2/14/2025 Quarry LP948$73K0.0%N/A0.000%
2/14/2025 Prosperity Consulting Group LLC7,311$566K0.0%-3.1%0.003%
2/14/2025 Aquatic Capital Management LLC41,298$3.20M0.1%+122.0%0.018%
2/14/2025 Johnson Financial Group Inc.478$39K0.0%-54.2%0.000%
2/14/2025 Boothbay Fund Management LLC2,587$200K0.0%N/A0.001%
2/14/2025 Virtus ETF Advisers LLC13,623$1.06M0.4%N/A0.006%
2/14/2025 Two Sigma Securities LLC5,029$389K0.1%N/A0.002%
2/14/2025 Kovitz Investment Group Partners LLC6,225$482K0.0%-13.7%0.003%
2/14/2025 Voya Investment Management LLC62,201$4.82M0.0%-8.5%0.027%
2/14/2025 Banco Bilbao Vizcaya Argentaria S.A.8,669$671K0.0%-30.1%0.004%
2/14/2025 Syon Capital LLC6,441$499K0.0%+12.8%0.003%
2/14/2025 Sompo Asset Management Co. Ltd.5,220$404K0.1%-23.5%0.002%
2/14/2025 Pinebridge Investments L.P.5,811$450K0.0%-11.9%0.003%
2/14/2025 Price T Rowe Associates Inc. MD302,579$23.42M0.0%-0.1%0.132%
2/14/2025 Hsbc Holdings PLC1,436,859$111.23M0.1%-1.2%0.628%
2/14/2025 IHT Wealth Management LLC5,050$391K0.0%-32.8%0.002%
2/14/2025 Stifel Financial Corp14,638$1.13M0.0%+3.8%0.006%
2/14/2025 State of Tennessee Department of Treasury61,700$4.78M0.0%-4.0%0.027%
2/14/2025 Teachers Retirement System of The State of Kentucky15,768$1.22M0.0%-3.5%0.007%
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2/14/2025 Tower Research Capital LLC TRC 17,485$1.35M0.0%+1.9%0.008%
2/14/2025 MetLife Investment Management LLC55,984$4.33M0.0%+0.5%0.024%
2/14/2025 Natixis143,391$11.10M0.1%+1.9%0.063%
2/14/2025 Norinchukin Bank The9,715$752K0.0%+9.2%0.004%
2/14/2025 Ossiam5,929$459K0.0%-70.6%0.003%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S11,455$887K0.0%+54.4%0.005%
2/14/2025 Capital Research Global Investors4,967,857$384.56M0.1%+0.2%2.172%
2/14/2025 Dimensional Fund Advisors LP3,913,064$302.91M0.1%-0.5%1.711%
2/14/2025 First Trust Advisors LP191,092$14.79M0.0%+86.5%0.084%
2/14/2025 Commerce Bank22,349$1.73M0.0%-2.2%0.010%
(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, 791 institutional investors and hedge funds held shares of Principal Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.12B), 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 Wellington Management Group LLP ($324.49M).Learn more on PFG's institutional investors.

What percentage of Principal Financial Group stock is owned by institutional investors?

75.08% 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 631 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: Norges Bank ($6.03M), Envestnet Asset Management Inc. ($3.73M), First Trust Advisors LP ($2.30M), 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 35,910,864 shares in the last 24 months. This purchase volume represents approximately $3.40B in transactions.

Which Principal Financial Group major shareholders have been selling company stock?

Of the 483 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: Envestnet Asset Management Inc. ($3.95M), Charles Schwab Investment Management Inc. ($3.63M), Capital Research Global Investors ($3.35M), Bank of America Corp DE ($1.56M), BlackRock Inc. ($1.53M), Vanguard Group Inc. ($1.49M), and RIA Advisory Group LLC ($1.07M).

How much institutional selling is happening at Principal Financial Group?

Institutional investors have sold a total of 34,227,730 shares in the last 24 months. This volume of shares sold represents approximately $3.04B in transactions.


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This page (NYSE:PFG) was last updated on 2/21/2025 by MarketBeat.com Staff
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