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Principal Financial Group (PFG) Institutional Ownership

Principal Financial Group logo
$84.15 -0.03 (-0.04%)
(As of 11/20/2024 ET)
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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)
345
Total
Institutional Inflows
(last 12 months)
$1.07B
Number of
Institutional Sellers
(last 12 months)
278
Total
Institutional Outflows
(last 12 months)
$926.92M
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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
11/19/2024 Unigestion Holding SA45,524$3.91M0.2%N/A0.020%
11/18/2024 Teachers Retirement System of The State of Kentucky16,334$1.40M0.0%-7.8%0.007%
11/18/2024 Toronto Dominion Bank123,958$10.65M0.0%+15.8%0.054%
11/18/2024 Coldstream Capital Management Inc.5,956$512K0.0%+6.4%0.003%
11/16/2024 Geode Capital Management LLC5,414,177$463.52M0.0%-0.3%2.367%
11/15/2024 M&T Bank Corp12,451$1.07M0.0%-1.2%0.005%
11/15/2024 Barclays PLC806,672$69.29M0.0%+12.3%0.353%
11/15/2024 Public Employees Retirement System of Ohio83,453$7.17M0.0%-27.5%0.036%
11/15/2024 Nomura Asset Management Co. Ltd.100,935$8.67M0.0%+0.6%0.044%
11/15/2024 Dean Investment Associates LLC57,423$4.93M0.7%-3.2%0.025%
11/15/2024 Orion Portfolio Solutions LLC2,794$240K0.0%N/A0.001%
11/15/2024 National Bank of Canada FI128,755$11.06M0.0%+61.6%0.056%
11/15/2024 EP Wealth Advisors LLC9,982$857K0.0%N/A0.004%
11/15/2024 Kovitz Investment Group Partners LLC7,210$619K0.0%N/A0.003%
11/15/2024 Wellington Management Group LLP4,371,243$375.49M0.1%-1.4%1.911%
11/15/2024 Worldquant Millennium Advisors LLC140,831$12.10M0.1%+34.8%0.062%
11/15/2024 Weiss Asset Management LP17,171$1.48M0.0%N/A0.008%
11/15/2024 State Street Corp9,540,838$819.56M0.0%-0.2%4.171%
11/15/2024 Stifel Financial Corp14,108$1.21M0.0%-14.4%0.006%
11/15/2024 SageView Advisory Group LLC2,687$231K0.0%-13.4%0.001%
11/15/2024 Quantinno Capital Management LP45,194$3.88M0.1%+10.1%0.020%
11/15/2024 Redwood Investment Management LLC18,245$1.57M0.1%+4.1%0.008%
11/15/2024 Resurgent Financial Advisors LLC2,532$217K0.1%N/A0.001%
11/15/2024 Prana Capital Management LP53,894$4.63M0.2%-39.8%0.024%
11/15/2024 Parallax Volatility Advisers L.P.8,616$740K0.0%N/A0.004%
11/15/2024 IHT Wealth Management LLC7,511$643K0.0%N/A0.003%
11/15/2024 Integrated Wealth Concepts LLC2,465$212K0.0%N/A0.001%
11/15/2024 Investment Management Corp of Ontario7,720$663K0.0%+47.9%0.003%
11/15/2024 Holocene Advisors LP108,326$9.31M0.0%+92.6%0.047%
11/15/2024 Chevy Chase Trust Holdings LLC114,237$9.81M0.0%-3.0%0.050%
11/15/2024 Ascent Group LLC10,838$931K0.1%-7.3%0.005%
11/15/2024 Benjamin Edwards Inc.4,447$382K0.0%N/A0.002%
11/15/2024 Erste Asset Management GmbH4,200$362K0.0%N/A0.002%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp39,108$3.36M0.0%-13.2%0.017%
11/14/2024 Acropolis Investment Management LLC2,552$219K0.0%-7.3%0.001%
11/14/2024 Verition Fund Management LLC226,796$19.48M0.1%-39.8%0.099%
11/14/2024 Captrust Financial Advisors26,876$2.31M0.0%-11.7%0.012%
11/14/2024 Rockefeller Capital Management L.P.17,069$1.47M0.0%-6.3%0.007%
11/14/2024 Centric Wealth Management25,834$2.23M0.6%+4.3%0.011%
11/14/2024 Vinva Investment Management Ltd7,554$650K0.0%-4.6%0.003%
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11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,667,361$143.23M0.0%-0.7%0.729%
11/14/2024 Public Sector Pension Investment Board37,141$3.19M0.0%+1.4%0.016%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 115,582$9.93M0.0%+18.4%0.051%
11/14/2024 FORA Capital LLC13,242$1.14M0.1%N/A0.006%
11/14/2024 MetLife Investment Management LLC55,689$4.78M0.0%-3.7%0.024%
11/14/2024 Blueshift Asset Management LLC4,059$349K0.1%-59.7%0.002%
11/13/2024 Glenmede Trust Co. NA12,004$1.03M0.0%+2.5%0.005%
11/13/2024 Bridgewater Associates LP184,083$15.81M0.1%+86.9%0.080%
11/13/2024 Townsquare Capital LLC6,639$570K0.0%-14.7%0.003%
11/13/2024 Transamerica Financial Advisors Inc.3,490$300K0.0%+6.6%0.002%
11/13/2024 BNP Paribas Financial Markets367,845$31.60M0.0%-0.1%0.161%
11/13/2024 Brooklyn Investment Group3,305$284K0.1%+7.7%0.001%
11/13/2024 Quantbot Technologies LP6,852$589K0.0%-77.7%0.003%
11/13/2024 FMR LLC503,233$43.23M0.0%-3.9%0.220%
11/13/2024 The Manufacturers Life Insurance Company 127,704$10.97M0.0%-1.9%0.056%
11/13/2024 Qsemble Capital Management LP3,620$311K0.1%-43.1%0.002%
11/13/2024 Bank of Montreal Can503,735$43.37M0.0%+41.0%0.220%
11/13/2024 Truvestments Capital LLC500$43K0.0%N/A0.000%
11/13/2024 Brown Brothers Harriman & Co.3,006$258K0.0%+7.8%0.001%
11/13/2024 Independent Advisor Alliance3,831$329K0.0%-57.6%0.002%
11/13/2024 Dynamic Technology Lab Private Ltd2,610$224K0.0%-89.7%0.001%
11/13/2024 Daiwa Securities Group Inc.27,523$2.36M0.0%+1.7%0.012%
11/12/2024Larson Financial Group LLC675$58K0.0%+132.8%0.000%
11/12/2024 Sompo Asset Management Co. Ltd.6,820$586K0.1%+5.6%0.003%
11/12/2024 Pitcairn Co.2,961$254K0.0%-4.4%0.001%
11/12/2024 Palisade Asset Management LLC6,946$597K0.1%+2.1%0.003%
11/12/2024 Kingsview Wealth Management LLC3,490$300K0.0%-86.1%0.002%
11/12/2024 Cerity Partners LLC30,042$2.58M0.0%+12.3%0.013%
11/12/2024 Citigroup Inc.243,993$20.96M0.0%-16.1%0.107%
11/12/2024 Raymond James Trust N.A.3,070$264K0.0%-9.6%0.001%
11/12/2024 Charles Schwab Investment Management Inc.1,403,689$120.58M0.0%+1.4%0.614%
11/12/2024 Blackhawk Capital Partners LLC.2,430$209K0.1%N/A0.001%
11/12/2024 Massachusetts Financial Services Co. MA466,133$40.04M0.0%+85.6%0.204%
11/9/2024 Intech Investment Management LLC233,758$20.08M0.2%-21.7%0.102%
11/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.76,227$6.55M0.0%-1.5%0.033%
11/8/2024 Advisors Asset Management Inc.33,739$2.90M0.1%-6.5%0.015%
11/8/2024 Commerce Bank22,862$1.96M0.0%-3.4%0.010%
11/8/2024 Prospera Private Wealth LLC523$45K0.0%N/A0.000%
11/8/2024 PNC Financial Services Group Inc.156,185$13.42M0.0%-4.7%0.068%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG28,419$2.44M0.0%N/A0.012%
11/8/2024 Legacy Bridge LLC570$49K0.0%-62.5%0.000%
11/7/2024 Caprock Group LLC5,228$449K0.0%-16.0%0.002%
11/7/2024 Pathstone Holdings LLC27,509$2.36M0.0%-3.1%0.012%
11/7/2024 Quest Partners LLC24,646$2.12M0.2%-8.9%0.011%
11/7/2024 MAI Capital Management17,611$1.51M0.0%-21.9%0.008%
11/7/2024 AMG National Trust Bank108,697$9.34M0.3%-10.0%0.048%
11/7/2024 Gilbert & Cook Inc.6,918$594K0.1%-4.0%0.003%
11/7/2024 Swiss National Bank695,900$59.78M0.0%0.0%0.304%
11/7/2024 S&CO Inc.2,500$214K0.0%N/A0.001%
11/7/2024 Thrivent Financial for Lutherans24,149$2.08M0.0%-62.4%0.011%
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11/7/2024 Peterson Financial Group Inc.385$33K0.1%N/A0.000%
11/6/2024 GoalVest Advisory LLC18,024$1.55M0.4%+5.6%0.008%
11/6/2024 Mutual of America Capital Management LLC26,238$2.25M0.0%-3.5%0.011%
11/6/2024 RIA Advisory Group LLC7,421$638K0.2%N/A0.003%
11/6/2024 Natixis Advisors LLC88,088$7.57M0.0%+11.7%0.039%
11/6/2024 Mizuho Securities USA LLC152,648$13.11M0.0%+818.1%0.067%
11/6/2024 Kentucky Retirement Systems Insurance Trust Fund6,308$542K0.0%-9.3%0.003%
11/6/2024 Kentucky Retirement Systems14,843$1.28M0.0%-8.7%0.006%
11/6/2024 Empowered Funds LLC16,328$1.40M0.0%+358.7%0.007%
11/6/2024 Empirical Finance LLC7,875$676K0.0%+1.8%0.003%
(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, 752 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 610 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 34,613,000 shares in the last 24 months. This purchase volume represents approximately $3.34B 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 32,772,490 shares in the last 24 months. This volume of shares sold represents approximately $2.95B in transactions.


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This page (NYSE:PFG) was last updated on 11/21/2024 by MarketBeat.com Staff
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