Free Trial
→ This Indicator called BOTH NVDA rallies (From ProsperityPub) (Ad) Free PFG Stock Alerts

Principal Financial Group (PFG) Institutional Ownership

Principal Financial Group logo
$81.66 +0.52 (+0.64%)
As of 01/17/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Principal Financial Group (NYSE:PFG)

Current
Institutional Ownership
Percentage
75.08%
Number of
Institutional Buyers
(last 12 months)
342
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
282
Total
Institutional Outflows
(last 12 months)
$894.25M
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.

Skip Chart & View Institutional Buying and Selling Data

PFG Institutional Buying and Selling by Quarter

Principal Financial Group Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Mutual Advisors LLC2,776$225K0.0%-11.1%0.001%
1/17/2025 Janney Montgomery Scott LLC20,224$1.57M0.0%-7.1%0.009%
1/17/2025 GoalVest Advisory LLC18,278$1.42M0.4%+1.4%0.008%
1/17/2025 Dakota Wealth Management30,270$2.34M0.1%-4.1%0.013%
1/17/2025 Proquility Private Wealth Partners LLC5,951$461K0.1%-51.5%0.003%
1/17/2025 Fort Washington Investment Advisors Inc. OH304,197$23.55M0.1%-19.2%0.133%
1/16/2025 Crossmark Global Holdings Inc.14,648$1.13M0.0%-4.0%0.006%
1/16/2025 UMB Bank n.a.4,589$355K0.0%-26.5%0.002%
1/16/2025 City Holding Co.908$70K0.0%+28.2%0.000%
1/15/2025 HB Wealth Management LLC4,180$324K0.0%+9.2%0.002%
1/15/2025 Premier Path Wealth Partners LLC5,449$422K0.1%-2.4%0.002%
1/15/2025 Merit Financial Group LLC7,090$549K0.0%+19.9%0.003%
1/15/2025 Wedge Capital Management L L P NC25,981$2.01M0.0%+4.4%0.011%
1/15/2025 Avanza Fonder AB21,477$1.66M0.0%N/A0.009%
1/14/2025 West Financial Advisors LLC1,870$145K0.0%-23.6%0.001%
1/14/2025 CHURCHILL MANAGEMENT Corp105,009$8.13M0.1%+4.8%0.046%
1/14/2025 Burney Co.3,749$290K0.0%-5.4%0.002%
1/14/2025 Acropolis Investment Management LLC2,235$173K0.0%-12.4%0.001%
1/14/2025 Assenagon Asset Management S.A.8,137$630K0.0%+8.8%0.004%
1/14/2025 Rockland Trust Co.3,360$260K0.0%-60.5%0.001%
1/14/2025 Oak Thistle LLC8,026$621K0.2%N/A0.004%
1/14/2025 180 Wealth Advisors LLC3,411$264K0.0%-5.3%0.001%
1/13/2025 PSI Advisors LLC10,084$781K0.2%-1.9%0.004%
1/13/2025 AdvisorNet Financial Inc320$25K0.0%-69.9%0.000%
1/13/2025 Wedmont Private Capital3,061$234K0.0%+6.8%0.001%
1/13/2025 Kieckhefer Group LLC1,840$142K0.1%N/A0.001%
1/13/2025 City State Bank8,857$686K0.2%-5.8%0.004%
1/13/2025 Czech National Bank45,625$3.53M0.0%+5.1%0.020%
1/10/2025 Sugarloaf Wealth Management LLC559$43K0.0%+53.6%0.000%
1/10/2025 Harbor Capital Advisors Inc.5,223$404K0.0%+2.6%0.002%
1/10/2025 Wealth Enhancement Advisory Services LLC32,413$2.78M0.0%+1.5%0.014%
1/6/2025 Nordea Investment Management AB18,930$1.47M0.0%+3.8%0.008%
1/3/2025 First Citizens Financial Corp3,522$273K0.1%+8.0%0.002%
1/3/2025 Everence Capital Management Inc.7,110$550K0.0%+57.3%0.003%
1/3/2025 GAMMA Investing LLC4,029$312K0.0%-5.0%0.002%
12/26/2024JPMorgan Chase & Co.2,462,562$211.53M0.0%+5.1%1.077%
12/19/2024Principal Financial Group Inc.231,277$19.87M0.0%+3.0%0.101%
12/6/2024Retirement Systems of Alabama46,505$4.00M0.0%-2.2%0.020%
11/27/2024Franklin Resources Inc.84,378$7.57M0.0%+16.4%0.037%
11/25/2024Synovus Financial Corp3,270$281K0.0%N/A0.001%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

>> Register for the Workshop Now
11/25/2024Tidal Investments LLC15,799$1.36M0.0%-2.6%0.007%
11/25/2024Wilmington Savings Fund Society FSB1,326$114K0.0%N/A0.001%
11/25/2024Sanctuary Advisors LLC24,932$2.14M0.0%+66.2%0.011%
11/19/2024Unigestion Holding SA45,524$3.91M0.2%N/A0.020%
11/18/2024Teachers Retirement System of The State of Kentucky16,334$1.40M0.0%-7.8%0.007%
11/18/2024Toronto Dominion Bank123,958$10.65M0.0%+15.8%0.054%
11/18/2024Coldstream Capital Management Inc.5,956$512K0.0%+6.4%0.003%
11/16/2024Geode Capital Management LLC5,414,177$463.52M0.0%-0.3%2.367%
11/15/2024M&T Bank Corp12,451$1.07M0.0%-1.2%0.005%
11/15/2024Barclays PLC806,672$69.29M0.0%+12.3%0.353%
11/15/2024Public Employees Retirement System of Ohio83,453$7.17M0.0%-27.5%0.036%
11/15/2024Nomura Asset Management Co. Ltd.100,935$8.67M0.0%+0.6%0.044%
11/15/2024Dean Investment Associates LLC57,423$4.93M0.7%-3.2%0.025%
11/15/2024Orion Portfolio Solutions LLC2,794$240K0.0%N/A0.001%
11/15/2024National Bank of Canada FI128,755$11.06M0.0%+61.6%0.056%
11/15/2024EP Wealth Advisors LLC9,982$857K0.0%N/A0.004%
11/15/2024Kovitz Investment Group Partners LLC7,210$619K0.0%N/A0.003%
11/15/2024Wellington Management Group LLP4,371,243$375.49M0.1%-1.4%1.911%
11/15/2024Worldquant Millennium Advisors LLC140,831$12.10M0.1%+34.8%0.062%
11/15/2024Weiss Asset Management LP17,171$1.48M0.0%N/A0.008%
11/15/2024State Street Corp9,540,838$819.56M0.0%-0.2%4.171%
11/15/2024Stifel Financial Corp14,108$1.21M0.0%-14.4%0.006%
11/15/2024SageView Advisory Group LLC2,687$231K0.0%-13.4%0.001%
11/15/2024Quantinno Capital Management LP45,194$3.88M0.1%+10.1%0.020%
11/15/2024Redwood Investment Management LLC18,245$1.57M0.1%+4.1%0.008%
11/15/2024Resurgent Financial Advisors LLC2,532$217K0.1%N/A0.001%
11/15/2024Prana Capital Management LP53,894$4.63M0.2%-39.8%0.024%
11/15/2024Parallax Volatility Advisers L.P.8,616$740K0.0%N/A0.004%
11/15/2024IHT Wealth Management LLC7,511$643K0.0%N/A0.003%
11/15/2024Integrated Wealth Concepts LLC2,465$212K0.0%N/A0.001%
11/15/2024Investment Management Corp of Ontario7,720$663K0.0%+47.9%0.003%
11/15/2024Holocene Advisors LP108,326$9.31M0.0%+92.6%0.047%
11/15/2024Chevy Chase Trust Holdings LLC114,237$9.81M0.0%-3.0%0.050%
11/15/2024Ascent Group LLC10,838$931K0.1%-7.3%0.005%
11/15/2024Benjamin Edwards Inc.4,447$382K0.0%N/A0.002%
11/15/2024Erste Asset Management GmbH4,200$362K0.0%N/A0.002%
11/14/2024BRITISH 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%
11/14/2024Verition Fund Management LLC226,796$19.48M0.1%-39.8%0.099%
11/14/2024Captrust Financial Advisors26,876$2.31M0.0%-11.7%0.012%
11/14/2024Rockefeller Capital Management L.P.17,069$1.47M0.0%-6.3%0.007%
11/14/2024Centric Wealth Management25,834$2.23M0.6%+4.3%0.011%
11/14/2024Vinva Investment Management Ltd7,554$650K0.0%-4.6%0.003%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,667,361$143.23M0.0%-0.7%0.729%
11/14/2024Public Sector Pension Investment Board37,141$3.19M0.0%+1.4%0.016%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank115,582$9.93M0.0%+18.4%0.051%
11/14/2024FORA Capital LLC13,242$1.14M0.1%N/A0.006%
11/14/2024MetLife Investment Management LLC55,689$4.78M0.0%-3.7%0.024%
11/14/2024Blueshift Asset Management LLC4,059$349K0.1%-59.7%0.002%
11/13/2024Glenmede Trust Co. NA12,004$1.03M0.0%+2.5%0.005%
Buy this coin BEFORE Inauguration Day … (Ad)

Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $125,000 by the end of his first month in office.

This could be his favorite coin.
11/13/2024Bridgewater Associates LP184,083$15.81M0.1%+86.9%0.080%
11/13/2024Townsquare Capital LLC6,639$570K0.0%-14.7%0.003%
11/13/2024Transamerica Financial Advisors Inc.3,490$300K0.0%+6.6%0.002%
11/13/2024BNP Paribas Financial Markets367,845$31.60M0.0%-0.1%0.161%
11/13/2024 Brooklyn Investment Group3,305$284K0.1%+7.7%0.001%
11/13/2024Quantbot Technologies LP6,852$589K0.0%-77.7%0.003%
11/13/2024FMR LLC503,233$43.23M0.0%-3.9%0.220%
11/13/2024The Manufacturers Life Insurance Company127,704$10.97M0.0%-1.9%0.056%
11/13/2024Qsemble Capital Management LP3,620$311K0.1%-43.1%0.002%
11/13/2024Bank of Montreal Can503,735$43.37M0.0%+41.0%0.220%
(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, 748 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 604 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 34,083,536 shares in the last 24 months. This purchase volume represents approximately $3.30B in transactions.

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

Of the 444 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 32,775,447 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 1/20/2025 by MarketBeat.com Staff
From Our Partners
Last time you’ll see this priced at $1.00
When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds f...
StocksToTrade | Sponsored
Kamala’s final humiliation
The investments connected to Trump's second term in ways that almost nobody outside his inner circle is aware ...
Porter & Company | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Grab This Altcoin Before Trump's Crypto Announcement
The #1 Coin Poised to Soar Under Trump Pro-Crypto White House could make this the investment opportunity of...
Crypto 101 Media | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
Stunning Trump Exec Order Leaked
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored