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Principal Financial Group (PFG) Institutional Ownership

Principal Financial Group logo
$79.66 -0.28 (-0.35%)
As of 03:06 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)
501
Total
Institutional Inflows
(last 12 months)
$2.20B
Number of
Institutional Sellers
(last 12 months)
364
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
8/27/2025 Orion Porfolio Solutions LLC3,901$310K0.0%-7.9%0.002%
8/26/2025 Thrivent Financial for Lutherans31,603$2.51M0.0%+5.1%0.014%
8/20/2025 Kentucky Retirement Systems14,539$1.16M0.0%-6.1%0.007%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund6,170$490K0.0%-6.5%0.003%
8/19/2025 State of Wyoming2,415$192K0.0%+11.7%0.001%
8/18/2025 Geneos Wealth Management Inc.1,679$133K0.0%-11.1%0.001%
8/18/2025 Caxton Associates LLP15,581$1.24M0.0%+112.0%0.007%
8/18/2025 CYBER HORNET ETFs LLC565$45K0.0%N/A0.000%
8/18/2025 Rexford Capital Inc.4,456$354K0.3%N/A0.002%
8/16/2025 Public Sector Pension Investment Board42,459$3.37M0.0%-24.7%0.019%
8/16/2025 FORA Capital LLC2,574$204K0.0%N/A0.001%
8/16/2025 Headlands Technologies LLC24,689$1.96M0.2%-12.7%0.011%
8/15/2025 CANADA LIFE ASSURANCE Co232,618$18.50M0.0%+2.7%0.104%
8/15/2025 Tower Research Capital LLC TRC 2,958$235K0.0%-62.8%0.001%
8/15/2025 MUFG Securities EMEA plc620$49K0.0%N/A0.000%
8/15/2025 State of Tennessee Department of Treasury81,940$6.51M0.0%+36.4%0.037%
8/15/2025 Vident Advisory LLC27,198$2.16M0.0%+13.1%0.012%
8/15/2025 Voleon Capital Management LP84,467$6.71M0.4%-4.5%0.038%
8/15/2025 Two Sigma Securities LLC4,726$375K0.0%N/A0.002%
8/15/2025 Teza Capital Management LLC4,471$355K0.3%-74.7%0.002%
8/15/2025 Smartleaf Asset Management LLC1,706$135K0.0%-30.1%0.001%
8/15/2025 Royal London Asset Management Ltd.90,482$7.19M0.0%-19.7%0.041%
8/15/2025 Rafferty Asset Management LLC68,585$5.45M0.0%-0.6%0.031%
8/15/2025 Orion Porfolio Solutions LLC3,901$310K0.0%-7.9%0.002%
8/15/2025 Man Group plc213,127$16.93M0.0%+15.9%0.096%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.32,368$2.57M0.1%-7.7%0.015%
8/15/2025 Modern Wealth Management LLC11,100$882K0.0%+8.2%0.005%
8/15/2025 Holocene Advisors LP130,077$10.33M0.0%-8.6%0.058%
8/15/2025 IHT Wealth Management LLC5,425$431K0.0%+3.4%0.002%
8/15/2025 Engineers Gate Manager LP21,829$1.73M0.0%-73.9%0.010%
8/15/2025 Benjamin Edwards Inc.4,203$334K0.0%-5.6%0.002%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S9,324$741K0.0%+27.7%0.004%
8/15/2025 BNP Paribas Financial Markets523,381$41.57M0.0%-13.4%0.235%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp35,405$2.81M0.0%-19.1%0.016%
8/15/2025 Brevan Howard Capital Management LP63,175$5.02M0.0%+258.0%0.028%
8/15/2025 Bank of America Corp DE12,370,852$982.62M0.1%+9.6%5.553%
8/15/2025 Ameriprise Financial Inc.244,388$19.41M0.0%+24.9%0.110%
8/15/2025 AQR Capital Management LLC596,724$47.37M0.0%-7.5%0.268%
8/14/2025 Lighthouse Investment Partners LLC239,806$19.05M0.7%N/A0.108%
8/14/2025 California State Teachers Retirement System395,145$31.39M0.0%+10.1%0.177%
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8/14/2025 Raymond James Financial Inc.228,037$18.11M0.0%+14.1%0.102%
8/14/2025 Worldquant Millennium Advisors LLC137,301$10.91M0.1%+2.7%0.062%
8/14/2025 Canada Pension Plan Investment Board86,958$6.91M0.0%+1,192.3%0.039%
8/14/2025 Quantinno Capital Management LP111,141$8.83M0.0%+55.1%0.050%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.62,315$4.95M0.0%+0.4%0.028%
8/14/2025 Alliancebernstein L.P.233,089$18.51M0.0%-7.2%0.105%
8/14/2025 Treasurer of the State of North Carolina204,613$16.25M0.1%+43.3%0.092%
8/14/2025 The Manufacturers Life Insurance Company 120,939$9.61M0.0%-3.9%0.054%
8/14/2025 FAS Wealth Partners Inc.32,875$2.61M0.2%+9.5%0.015%
8/14/2025 Squarepoint Ops LLC125,187$9.94M0.0%+65.3%0.056%
8/14/2025 Sei Investments Co.28,033$2.23M0.0%+36.5%0.013%
8/14/2025 EDENTREE ASSET MANAGEMENT Ltd148,600$11.80M3.3%+37.6%0.067%
8/14/2025 Nebula Research & Development LLC15,414$1.22M0.1%-32.2%0.007%
8/14/2025 NewEdge Advisors LLC8,039$639K0.0%+7.1%0.004%
8/14/2025 Qube Research & Technologies Ltd901,652$71.62M0.1%+111.5%0.405%
8/14/2025 Investment Management Corp of Ontario5,520$438K0.0%-14.0%0.002%
8/14/2025 AXA S.A.2,553$203K0.0%N/A0.001%
8/14/2025 State Street Corp10,692,504$849.31M0.0%-0.7%4.800%
8/14/2025 Daiwa Securities Group Inc.32,427$2.58M0.0%+3.8%0.015%
8/14/2025 Ossiam1,575$125K0.0%-98.7%0.001%
8/14/2025 Bank of Nova Scotia127,860$10.16M0.0%+363.0%0.057%
8/14/2025 California Public Employees Retirement System404,707$32.15M0.0%+10.3%0.182%
8/14/2025 Cerity Partners LLC37,957$3.02M0.0%+9.1%0.017%
8/14/2025 Federated Hermes Inc.22,767$1.81M0.0%-4.8%0.010%
8/13/2025 SageView Advisory Group LLC2,538$204K0.0%-8.5%0.001%
8/13/2025 Cresset Asset Management LLC10,749$854K0.0%+5.3%0.005%
8/13/2025 Amundi1,791,246$144.21M0.0%+57.6%0.804%
8/13/2025 Marshall Wace LLP411,185$32.66M0.0%+65.7%0.185%
8/13/2025 Baird Financial Group Inc.36,377$2.89M0.0%-4.8%0.016%
8/13/2025 First Trust Advisors LP690,528$54.85M0.0%+208.6%0.310%
8/13/2025 EverSource Wealth Advisors LLC2,278$181K0.0%+96.2%0.001%
8/13/2025 Invesco Ltd.2,740,463$217.68M0.0%+5.4%1.230%
8/13/2025 Groupe la Francaise45,174$3.57M0.1%+19.8%0.020%
8/13/2025 Blueshift Asset Management LLC4,685$372K0.1%N/A0.002%
8/13/2025 Arrowstreet Capital Limited Partnership98,977$7.86M0.0%-31.0%0.044%
8/13/2025 Quantbot Technologies LP35,750$2.84M0.1%+187.9%0.016%
8/13/2025 M&T Bank Corp6,781$538K0.0%-7.8%0.003%
8/13/2025 OMERS ADMINISTRATION Corp18,418$1.46M0.0%-66.0%0.008%
8/13/2025 Lido Advisors LLC5,277$419K0.0%+10.0%0.002%
8/13/2025 Schroder Investment Management Group15,233$1.21M0.0%-16.6%0.007%
8/13/2025 Mackenzie Financial Corp37,984$3.02M0.0%+45.4%0.017%
8/13/2025 Skandinaviska Enskilda Banken AB publ 51,964$4.13M0.0%+8.8%0.023%
8/13/2025 Norges Bank2,859,100$227.10M0.0%N/A1.283%
8/13/2025 Hsbc Holdings PLC1,128,560$89.63M0.1%-4.2%0.507%
8/13/2025 Capital Fund Management S.A.18,711$1.49M0.0%N/A0.008%
8/13/2025 Grantham Mayo Van Otterloo & Co. LLC10,839$861K0.0%N/A0.005%
8/13/2025 State Board of Administration of Florida Retirement System220,315$17.50M0.0%+1.0%0.099%
8/13/2025 Korea Investment CORP192,166$15.26M0.0%+44.3%0.086%
8/13/2025 Elevation Point Wealth Partners LLC938$75K0.0%N/A0.000%
8/13/2025 Quadrant Capital Group LLC11,294$897K0.0%+67.7%0.005%
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8/13/2025 Vinva Investment Management Ltd14,534$1.15M0.0%+2.9%0.007%
8/13/2025 Choreo LLC17,599$1.40M0.0%-6.7%0.008%
8/13/2025 Russell Investments Group Ltd.151,879$12.06M0.0%-9.3%0.068%
8/12/2025 Inceptionr LLC28,937$2.30M0.5%N/A0.013%
8/12/2025 J.W. Cole Advisors Inc.6,635$527K0.0%+8.0%0.003%
8/12/2025 North Star Asset Management Inc.401,919$31.92M1.4%+0.5%0.180%
8/12/2025 Elo Mutual Pension Insurance Co24,514$1.95M0.0%-6.9%0.011%
8/12/2025 Advisors Asset Management Inc.37,030$2.94M0.1%+6.2%0.017%
8/12/2025 Steward Partners Investment Advisory LLC7,626$606K0.0%-12.1%0.003%
8/12/2025 Prudential Financial Inc.179,448$14.25M0.0%+40.1%0.081%
(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, 809 institutional investors and hedge funds held shares of Principal Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.17B), Bank of America Corp DE ($982.62M), State Street Corp ($849.31M), Geode Capital Management LLC ($433.96M), Capital Research Global Investors ($384.56M), Victory Capital Management Inc. ($312.81M), and Dimensional Fund Advisors LP ($309.07M).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 657 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 ($8.89M), Victory Capital Management Inc. ($3.34M), Goldman Sachs Group Inc. ($1.79M), RIA Advisory Group LLC ($1.08M), Bank of America Corp DE ($1.08M), Amundi ($918.79K), and First Trust Advisors LP ($699.70K).

How much institutional buying is happening at Principal Financial Group?

Institutional investors have bought a total of 27,231,792 shares in the last 24 months. This purchase volume represents approximately $2.20B in transactions.

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

Of the 364 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), JPMorgan Chase & Co. ($728.83K), Invesco Ltd. ($687.00K), Bank of New York Mellon Corp ($530.93K), Legal & General Group Plc ($516.88K), and Deutsche Bank AG ($481.22K).

How much institutional selling is happening at Principal Financial Group?

Institutional investors have sold a total of 13,547,056 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 9/3/2025 by MarketBeat.com Staff
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