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Principal Financial Group (PFG) Institutional Ownership

Principal Financial Group logo
$73.43 +0.82 (+1.13%)
As of 04/14/2025 04:00 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)
415
Total
Institutional Inflows
(last 12 months)
$1.12B
Number of
Institutional Sellers
(last 12 months)
334
Total
Institutional Outflows
(last 12 months)
$888.39M
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PFG Institutional Buying and Selling by Quarter

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Principal Financial Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Yousif Capital Management LLC28,707$2.42M0.0%-2.6%0.013%
4/14/2025Harbor Capital Advisors Inc.4,484$378K0.0%-14.1%0.002%
4/14/2025Midland Wealth Advisors LLC15,574$1.31M0.1%N/A0.007%
4/14/2025International Private Wealth Advisors LLC3,142$265K0.3%+9.5%0.001%
4/14/2025Tounjian Advisory Partners LLC11,104$937K0.2%N/A0.005%
4/14/2025Pallas Capital Advisors LLC2,479$209K0.0%N/A0.001%
4/14/2025WFA Asset Management Corp684$59K0.0%+32.3%0.000%
4/14/2025Farther Finance Advisors LLC10,773$917K0.0%+49.3%0.005%
4/14/2025City Holding Co.635$54K0.0%-30.1%0.000%
4/14/2025NewSquare Capital LLC2,065$174K0.0%-98.1%0.001%
4/14/2025Capital Investment Advisors LLC6,233$526K0.0%-3.0%0.003%
4/14/2025Wedge Capital Management L L P NC28,489$2.40M0.0%+9.7%0.013%
4/14/2025Park Avenue Securities LLC8,030$678K0.0%-4.9%0.004%
4/14/2025UMB Bank n.a.3,068$259K0.0%-33.1%0.001%
4/11/2025 City State Bank8,707$735K0.2%-1.7%0.004%
4/11/2025 Procyon Advisors LLC5,372$453K0.0%N/A0.002%
4/11/2025 Curat Global LLC6,139$518K0.6%N/A0.003%
4/11/2025 Vest Financial LLC9,333$787K0.0%N/A0.004%
4/10/2025 Beacon Financial Group2,725$230K0.0%-30.3%0.001%
4/10/2025 Long Run Wealth Advisors LLC2,419$204K0.0%N/A0.001%
4/10/2025 Contravisory Investment Management Inc.6,207$524K0.1%N/A0.003%
4/10/2025 Unigestion Holding SA41,155$3.47M0.2%-9.6%0.018%
4/10/2025 Legacy Financial Group LLC10,472$884K0.1%+5.1%0.005%
4/9/2025 Sentry Investment Management LLC628$53K0.0%-23.0%0.000%
4/9/2025 Merit Financial Group LLC9,227$778K0.0%+30.1%0.004%
4/9/2025 Iowa State Bank6,029$509K0.1%-8.5%0.003%
4/9/2025 Czech National Bank48,332$4.08M0.0%+5.9%0.021%
4/8/2025 Rhumbline Advisers474,956$40.07M0.0%+8.3%0.211%
4/8/2025 Parallel Advisors LLC2,193$185K0.0%+25.8%0.001%
4/7/2025 Tompkins Financial Corp650$55K0.0%N/A0.000%
4/7/2025 GoalVest Advisory LLC21,498$1.81M0.5%+17.6%0.010%
4/7/2025 GAMMA Investing LLC478,715$40.39M0.0%+11,781.7%0.212%
4/3/2025 Versant Capital Management Inc1,545$130K0.0%+470.1%0.001%
4/3/2025 Central Pacific Bank Trust Division3,306$279K0.0%N/A0.001%
3/18/2025California State Teachers Retirement System365,440$28.29M0.0%-0.7%0.162%
3/17/2025Wealth Enhancement Advisory Services LLC33,071$2.56M0.0%+3.6%0.015%
3/14/2025Lansforsakringar Fondforvaltning AB publ 55,041$4.26M0.1%N/A0.024%
3/4/2025Siemens Fonds Invest GmbH3,661$283K0.0%-84.8%0.002%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH101,941$7.89M0.0%N/A0.045%
2/28/2025Brooklyn FI LLC3,648$307K0.0%N/A0.002%
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars (Ad)

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2/24/2025Ameriflex Group Inc.448$37K0.0%N/A0.000%
2/20/2025Mackenzie Financial Corp23,678$1.83M0.0%-23.3%0.010%
2/19/2025North Star Asset Management Inc.397,545$30.77M1.4%+0.2%0.174%
2/19/2025CTC Alternative Strategies Ltd.2,706$209K0.3%N/A0.001%
2/19/2025Public Employees Retirement System of Ohio77,960$6.04M0.0%-6.6%0.034%
2/18/2025GTS Securities LLC3,006$233K0.0%-16.4%0.001%
2/18/2025EDENTREE ASSET MANAGEMENT Ltd107,320$8.31M2.4%N/A0.047%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,877,246$145.32M0.0%+12.6%0.821%
2/17/2025USS Investment Management Ltd50,354$3.90M0.0%-22.5%0.022%
2/17/2025Voloridge Investment Management LLC879,704$68.10M0.2%+2.0%0.385%
2/17/2025Waverly Advisors LLC7,993$619K0.0%+115.6%0.003%
2/17/2025Worldquant Millennium Advisors LLC136,540$10.57M0.1%-3.0%0.060%
2/17/2025Woodline Partners LP367,504$28.45M0.2%N/A0.161%
2/17/2025Vident Advisory LLC6,693$518K0.0%+4.5%0.003%
2/17/2025Squarepoint Ops LLC105,964$8.20M0.0%+143.3%0.046%
2/17/2025Twinbeech Capital LP72,508$5.61M0.1%N/A0.032%
2/17/2025Two Sigma Advisers LP85,400$6.61M0.0%+318.6%0.037%
2/17/2025Two Sigma Investments LP104,674$8.10M0.0%-43.2%0.046%
2/17/2025Tidal Investments LLC16,857$1.31M0.0%+6.7%0.007%
2/17/2025Teza Capital Management LLC4,801$372K0.1%N/A0.002%
2/17/2025Toronto Dominion Bank132,241$10.24M0.0%+6.7%0.058%
2/17/2025Siemens Fonds Invest GmbH3,661$283K0.0%-84.8%0.002%
2/17/2025Royal Bank of Canada1,062,128$82.22M0.0%+8.7%0.464%
2/17/2025Rafferty Asset Management LLC74,246$5.75M0.0%+2.8%0.032%
2/17/2025Raiffeisen Bank International AG1,226$95K0.0%N/A0.001%
2/17/2025Prana Capital Management LP105,399$8.16M0.4%+95.6%0.046%
2/17/2025ProShare Advisors LLC50,984$3.95M0.0%+7.9%0.022%
2/17/2025Quantinno Capital Management LP37,843$2.93M0.0%-16.3%0.017%
2/17/2025Mufg Securities Americas Inc.3,107$241K0.0%N/A0.001%
2/17/2025Man Group plc140,518$10.88M0.0%-35.9%0.061%
2/17/2025Nissay Asset Management Corp Japan ADV28,000$2.18M0.0%-0.4%0.012%
2/17/2025Nomura Holdings Inc.6,931$537K0.0%N/A0.003%
2/17/2025NorthRock Partners LLC4,345$336K0.0%N/A0.002%
2/17/2025Nuveen Asset Management LLC553,555$42.85M0.0%-1.4%0.242%
2/17/2025Numerai GP LLC4,026$312K0.1%-46.9%0.002%
2/17/2025OMERS ADMINISTRATION Corp9,931$769K0.0%+19.9%0.004%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.57,423$4.45M0.0%+5.7%0.025%
2/17/2025LMR Partners LLP8,995$696K0.0%N/A0.004%
2/17/2025Laird Norton Wetherby Wealth Management LLC6,362$492K0.0%-13.1%0.003%
2/17/2025Interval Partners LP113,995$8.82M0.2%+1.2%0.050%
2/17/2025Investment Management Corp of Ontario6,420$497K0.0%-16.8%0.003%
2/17/2025Janus Henderson Group PLC27,041$2.09M0.0%-7.6%0.012%
2/17/2025Graham Capital Management L.P.8,122$629K0.0%+240.8%0.004%
2/17/2025Focus Partners Wealth11,109$860K0.0%-84.1%0.005%
2/17/2025Ensign Peak Advisors Inc89,821$6.95M0.0%+0.1%0.039%
2/17/2025Ethic Inc.37,965$2.94M0.1%-19.7%0.017%
2/17/2025D. E. Shaw & Co. Inc.57,064$4.42M0.0%-64.5%0.025%
2/17/2025Deutsche Bank AG1,482,053$114.73M0.0%+73.5%0.648%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main38,022$2.94M0.0%-44.1%0.017%
2/17/2025EP Wealth Advisors LLC10,491$812K0.0%+5.1%0.005%
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars (Ad)

Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech shift. Here’s how to position early.

Musk just lit the fuse on AI 2.0 — here's how to get ahead.
2/17/2025Cresset Asset Management LLC9,917$768K0.0%-70.0%0.004%
2/17/2025Crestline Management LP19,588$1.52M0.1%+21.4%0.009%
2/17/2025Cetera Investment Advisers56,103$4.34M0.0%-0.4%0.025%
2/17/2025Centiva Capital LP42,643$3.30M0.1%N/A0.019%
2/17/2025Captrust Financial Advisors30,607$2.37M0.0%+13.9%0.013%
2/17/2025Bank of America Corp DE9,802,354$758.80M0.1%-11.9%4.286%
2/17/2025BNP Paribas Financial Markets469,424$36.34M0.0%+27.6%0.205%
2/17/2025Ameriprise Financial Inc.149,802$11.60M0.0%-12.0%0.065%
2/17/2025Alteri Wealth LLC3,346$259K0.1%N/A0.001%
2/17/2025Aptus Capital Advisors LLC3,109$241K0.0%+12.4%0.001%
(Data available from 1/1/2016 forward)

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PFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFG shares?

During the previous two years, 795 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 633 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 36,549,171 shares in the last 24 months. This purchase volume represents approximately $3.45B in transactions.

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

Of the 484 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 34,187,090 shares in the last 24 months. This volume of shares sold represents approximately $3.03B in transactions.


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This page (NYSE:PFG) was last updated on 4/15/2025 by MarketBeat.com Staff
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