Principal Financial Group (PFG) Institutional Ownership

$77.30 +2.12 (+2.82%)

(As of 12/20/2024 05:16 PM ET)

Current Institutional Ownership Percentage: 75.08%
Number of Institutional Buyers (last 12 months): 343
Total Institutional Inflows (last 12 months): $1.02B

Number of Institutional Sellers (last 12 months): 277
Total Institutional Outflows (last 12 months): $893.79M

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.

PFG Institutional Buying and Selling by Quarter

Ad Insiders Exposed

Has Trump Finally Gone Too Far?

Lately, there's been a lot of buzz around a secret loophole executive insiders are using to make millions buying and selling their own stocks. It's so powerful ... so profitable ... that most people immediately assume this is just another example of Trump doing what's best for business executives. But surprisingly, this loophole has been on the books for many years and executives have been using it to make HUNDREDS of millions of dollars. And here's the good news.

Principal Financial Group Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/19/2024	Principal Financial Group Inc.	231,277	$19.87M	0.0%	+3.0%	0.101%
12/6/2024	Retirement Systems of Alabama	46,505	$4.00M	0.0%	-2.2%	0.020%
11/27/2024	Franklin Resources Inc.	84,378	$7.57M	0.0%	+16.4%	0.037%
11/25/2024	Synovus Financial Corp	3,270	$281K	0.0%	N/A	0.001%
11/25/2024	Tidal Investments LLC	15,799	$1.36M	0.0%	-2.6%	0.007%
11/25/2024	Wilmington Savings Fund Society FSB	1,326	$114K	0.0%	N/A	0.001%
Get the Latest News and Ratings for PFG and Related Stocks Enter 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.
11/25/2024	Sanctuary Advisors LLC	24,932	$2.14M	0.0%	+66.2%	0.011%
11/19/2024	Unigestion Holding SA	45,524	$3.91M	0.2%	N/A	0.020%
11/18/2024	Teachers Retirement System of The State of Kentucky	16,334	$1.40M	0.0%	-7.8%	0.007%
11/18/2024	Toronto Dominion Bank	123,958	$10.65M	0.0%	+15.8%	0.054%
11/18/2024	Coldstream Capital Management Inc.	5,956	$512K	0.0%	+6.4%	0.003%
11/16/2024	Geode Capital Management LLC	5,414,177	$463.52M	0.0%	-0.3%	2.367%
11/15/2024	M&T Bank Corp	12,451	$1.07M	0.0%	-1.2%	0.005%
11/15/2024	Barclays PLC	806,672	$69.29M	0.0%	+12.3%	0.353%
11/15/2024	Public Employees Retirement System of Ohio	83,453	$7.17M	0.0%	-27.5%	0.036%
11/15/2024	Nomura Asset Management Co. Ltd.	100,935	$8.67M	0.0%	+0.6%	0.044%
11/15/2024	Dean Investment Associates LLC	57,423	$4.93M	0.7%	-3.2%	0.025%
11/15/2024	Orion Portfolio Solutions LLC	2,794	$240K	0.0%	N/A	0.001%
11/15/2024	National Bank of Canada FI	128,755	$11.06M	0.0%	+61.6%	0.056%
11/15/2024	EP Wealth Advisors LLC	9,982	$857K	0.0%	N/A	0.004%
11/15/2024	Kovitz Investment Group Partners LLC	7,210	$619K	0.0%	N/A	0.003%
11/15/2024	Wellington Management Group LLP	4,371,243	$375.49M	0.1%	-1.4%	1.911%
11/15/2024	Worldquant Millennium Advisors LLC	140,831	$12.10M	0.1%	+34.8%	0.062%
11/15/2024	Weiss Asset Management LP	17,171	$1.48M	0.0%	N/A	0.008%
11/15/2024	State Street Corp	9,540,838	$819.56M	0.0%	-0.2%	4.171%
11/15/2024	Stifel Financial Corp	14,108	$1.21M	0.0%	-14.4%	0.006%
11/15/2024	SageView Advisory Group LLC	2,687	$231K	0.0%	-13.4%	0.001%
11/15/2024	Quantinno Capital Management LP	45,194	$3.88M	0.1%	+10.1%	0.020%
11/15/2024	Redwood Investment Management LLC	18,245	$1.57M	0.1%	+4.1%	0.008%
11/15/2024	Resurgent Financial Advisors LLC	2,532	$217K	0.1%	N/A	0.001%
11/15/2024	Prana Capital Management LP	53,894	$4.63M	0.2%	-39.8%	0.024%
11/15/2024	Parallax Volatility Advisers L.P.	8,616	$740K	0.0%	N/A	0.004%
11/15/2024	IHT Wealth Management LLC	7,511	$643K	0.0%	N/A	0.003%
11/15/2024	Integrated Wealth Concepts LLC	2,465	$212K	0.0%	N/A	0.001%
11/15/2024	Investment Management Corp of Ontario	7,720	$663K	0.0%	+47.9%	0.003%
11/15/2024	Holocene Advisors LP	108,326	$9.31M	0.0%	+92.6%	0.047%
11/15/2024	Chevy Chase Trust Holdings LLC	114,237	$9.81M	0.0%	-3.0%	0.050%
11/15/2024	Ascent Group LLC	10,838	$931K	0.1%	-7.3%	0.005%
11/15/2024	Benjamin Edwards Inc.	4,447	$382K	0.0%	N/A	0.002%
11/15/2024	Erste Asset Management GmbH	4,200	$362K	0.0%	N/A	0.002%
Combine the QQQ, IWM and SPY in one trade (Ad) If you’ve been investing in the major indexes for the last 20 years, you may need a new strategy. Because the Dow Jones has returned just 349%... The Russell 2000 has returned just 397%... And the S&P 500 has returned just 450%. And although I can’t guarantee results or against losses… I want to tell you about my “2-Click Trade” that has encapsulated more than the return of ALL THREE OF THOSE INDEXES COMBINED… Plus, it targets multiple overnight payouts in a month with 84.3% accuracy! While I cannot promise future returns or against losses… You can find out about this “2-Click Trade” here.
11/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	39,108	$3.36M	0.0%	-13.2%	0.017%
11/14/2024	Acropolis Investment Management LLC	2,552	$219K	0.0%	-7.3%	0.001%
11/14/2024	Verition Fund Management LLC	226,796	$19.48M	0.1%	-39.8%	0.099%
11/14/2024	Captrust Financial Advisors	26,876	$2.31M	0.0%	-11.7%	0.012%
11/14/2024	Rockefeller Capital Management L.P.	17,069	$1.47M	0.0%	-6.3%	0.007%
11/14/2024	Centric Wealth Management	25,834	$2.23M	0.6%	+4.3%	0.011%
11/14/2024	Vinva Investment Management Ltd	7,554	$650K	0.0%	-4.6%	0.003%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,667,361	$143.23M	0.0%	-0.7%	0.729%
11/14/2024	Public Sector Pension Investment Board	37,141	$3.19M	0.0%	+1.4%	0.016%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	115,582	$9.93M	0.0%	+18.4%	0.051%
11/14/2024	FORA Capital LLC	13,242	$1.14M	0.1%	N/A	0.006%
11/14/2024	MetLife Investment Management LLC	55,689	$4.78M	0.0%	-3.7%	0.024%
11/14/2024	Blueshift Asset Management LLC	4,059	$349K	0.1%	-59.7%	0.002%
11/13/2024	Glenmede Trust Co. NA	12,004	$1.03M	0.0%	+2.5%	0.005%
11/13/2024	Bridgewater Associates LP	184,083	$15.81M	0.1%	+86.9%	0.080%
11/13/2024	Townsquare Capital LLC	6,639	$570K	0.0%	-14.7%	0.003%
11/13/2024	Transamerica Financial Advisors Inc.	3,490	$300K	0.0%	+6.6%	0.002%
11/13/2024	BNP Paribas Financial Markets	367,845	$31.60M	0.0%	-0.1%	0.161%
11/13/2024	Brooklyn Investment Group	3,305	$284K	0.1%	+7.7%	0.001%
11/13/2024	Quantbot Technologies LP	6,852	$589K	0.0%	-77.7%	0.003%
11/13/2024	FMR LLC	503,233	$43.23M	0.0%	-3.9%	0.220%
11/13/2024	The Manufacturers Life Insurance Company	127,704	$10.97M	0.0%	-1.9%	0.056%
11/13/2024	Qsemble Capital Management LP	3,620	$311K	0.1%	-43.1%	0.002%
11/13/2024	Bank of Montreal Can	503,735	$43.37M	0.0%	+41.0%	0.220%
11/13/2024	Truvestments Capital LLC	500	$43K	0.0%	N/A	0.000%
11/13/2024	Brown Brothers Harriman & Co.	3,006	$258K	0.0%	+7.8%	0.001%
11/13/2024	Independent Advisor Alliance	3,831	$329K	0.0%	-57.6%	0.002%
11/13/2024	Dynamic Technology Lab Private Ltd	2,610	$224K	0.0%	-89.7%	0.001%
11/13/2024	Daiwa Securities Group Inc.	27,523	$2.36M	0.0%	+1.7%	0.012%
11/12/2024	Larson Financial Group LLC	675	$58K	0.0%	+132.8%	0.000%
11/12/2024	Sompo Asset Management Co. Ltd.	6,820	$586K	0.1%	+5.6%	0.003%
11/12/2024	Pitcairn Co.	2,961	$254K	0.0%	-4.4%	0.001%
11/12/2024	Palisade Asset Management LLC	6,946	$597K	0.1%	+2.1%	0.003%
11/12/2024	Kingsview Wealth Management LLC	3,490	$300K	0.0%	-86.1%	0.002%
11/12/2024	Cerity Partners LLC	30,042	$2.58M	0.0%	+12.3%	0.013%
11/12/2024	Citigroup Inc.	243,993	$20.96M	0.0%	-16.1%	0.107%
11/12/2024	Raymond James Trust N.A.	3,070	$264K	0.0%	-9.6%	0.001%
11/12/2024	Charles Schwab Investment Management Inc.	1,403,689	$120.58M	0.0%	+1.4%	0.614%
11/12/2024	Blackhawk Capital Partners LLC.	2,430	$209K	0.1%	N/A	0.001%
11/12/2024	Massachusetts Financial Services Co. MA	466,133	$40.04M	0.0%	+85.6%	0.204%
11/9/2024	Intech Investment Management LLC	233,758	$20.08M	0.2%	-21.7%	0.102%
11/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	76,227	$6.55M	0.0%	-1.5%	0.033%
11/8/2024	Advisors Asset Management Inc.	33,739	$2.90M	0.1%	-6.5%	0.015%
11/8/2024	Commerce Bank	22,862	$1.96M	0.0%	-3.4%	0.010%
11/8/2024	Prospera Private Wealth LLC	523	$45K	0.0%	N/A	0.000%
11/8/2024	PNC Financial Services Group Inc.	156,185	$13.42M	0.0%	-4.7%	0.068%
11/8/2024	B. Metzler seel. Sohn & Co. Holding AG	28,419	$2.44M	0.0%	N/A	0.012%
11/8/2024	Legacy Bridge LLC	570	$49K	0.0%	-62.5%	0.000%
11/7/2024	Caprock Group LLC	5,228	$449K	0.0%	-16.0%	0.002%
11/7/2024	Pathstone Holdings LLC	27,509	$2.36M	0.0%	-3.1%	0.012%
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong (Ad) Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is not buying it. Click here to watch this demo and decide for yourself.
11/7/2024	Quest Partners LLC	24,646	$2.12M	0.2%	-8.9%	0.011%
11/7/2024	MAI Capital Management	17,611	$1.51M	0.0%	-21.9%	0.008%
11/7/2024	AMG National Trust Bank	108,697	$9.34M	0.3%	-10.0%	0.048%
11/7/2024	Gilbert & Cook Inc.	6,918	$594K	0.1%	-4.0%	0.003%
11/7/2024	Swiss National Bank	695,900	$59.78M	0.0%	0.0%	0.304%
11/7/2024	S&CO Inc.	2,500	$214K	0.0%	N/A	0.001%
11/7/2024	Thrivent Financial for Lutherans	24,149	$2.08M	0.0%	-62.4%	0.011%
11/7/2024	Peterson Financial Group Inc.	385	$33K	0.1%	N/A	0.000%
11/6/2024	GoalVest Advisory LLC	18,024	$1.55M	0.4%	+5.6%	0.008%
11/6/2024	Mutual of America Capital Management LLC	26,238	$2.25M	0.0%	-3.5%	0.011%

(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, 753 institutional investors and hedge funds held shares of Principal Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.42B), BlackRock Inc. ($1.51B), Bank of America Corp DE ($1.23B), State Street Corp ($819.56M), Capital Research Global Investors ($569.84M), Geode Capital Management LLC ($463.52M), and Wellington Management Group LLP ($375.49M).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 611 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: First Trust Advisors LP ($4.46M), Envestnet Asset Management Inc. ($3.84M), Norges Bank ($3.23M), RIA Advisory Group LLC ($1.09M), Capital Research Global Investors ($965.91K), Hsbc Holdings PLC ($744.42K), and Osaic Holdings Inc. ($661.35K).

How much institutional buying is happening at Principal Financial Group?: Institutional investors have bought a total of 34,289,638 shares in the last 24 months. This purchase volume represents approximately $3.32B in transactions.
Which Principal Financial Group major shareholders have been selling company stock?: Of the 443 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 ($3.21M), BlackRock Inc. ($1.53M), Vanguard Group Inc. ($1.42M), and RIA Advisory Group LLC ($1.07M).
How much institutional selling is happening at Principal Financial Group?: Institutional investors have sold a total of 32,755,504 shares in the last 24 months. This volume of shares sold represents approximately $2.95B in transactions.

Related Companies

This page (NYSE:PFG) was last updated on 12/21/2024 by MarketBeat.com Staff

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools