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Principal Financial Group (PFG) Institutional Ownership

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$83.96
+0.47 (+0.56%)
(As of 05/10/2024 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)
354
Total
Institutional Inflows
(last 12 months)
$1.56B
Number of
Institutional Sellers
(last 12 months)
320
Total
Institutional Outflows
(last 12 months)
$2.18B
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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
5/11/2024Hillsdale Investment Management Inc.7,160$618K0.0%N/A0.003%
5/11/2024Jacobi Capital Management LLC5,301$458K0.0%+3.1%0.002%
5/10/2024Acadian Asset Management LLC70,380$6.07M0.0%+10.0%0.030%
5/10/2024Capital Management Corp VA98,756$8.52M1.6%-4.4%0.042%
5/10/2024Vanguard Group Inc.28,037,528$2.42B0.0%-2.0%11.962%
5/10/2024Intech Investment Management LLC234,815$20.27M0.3%+586.1%0.100%
5/10/2024Mitsubishi UFJ Trust & Banking Corp125,151$10.80M0.0%-5.7%0.053%
5/9/2024 Dorsey & Whitney Trust CO LLC70,809$6.11M0.4%-1.5%0.030%
5/9/2024 Blair William & Co. IL4,905$423K0.0%+7.5%0.002%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.274,538$23.70M0.0%+18.3%0.117%
5/9/2024 State Board of Administration of Florida Retirement System296,889$25.62M0.0%+6.6%0.127%
5/9/2024 Koshinski Asset Management Inc.3,262$282K0.0%-28.5%0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.48,004$4.14M0.0%-7.0%0.020%
5/8/2024 Great Diamond Partners LLC6,700$578K0.1%-25.0%0.003%
5/8/2024 ProShare Advisors LLC42,475$3.67M0.0%-6.2%0.018%
5/8/2024 US Bancorp DE24,157$2.09M0.0%-1.2%0.010%
5/8/2024 Hohimer Wealth Management LLC24,724$2.13M0.5%-1.1%0.011%
5/8/2024 Russell Investments Group Ltd.133,043$11.48M0.0%-18.6%0.057%
5/8/2024 Qsemble Capital Management LP18,219$1.57M0.3%+42.2%0.008%
5/8/2024 QRG Capital Management Inc.24,356$2.10M0.0%-76.8%0.010%
5/8/2024 Headlands Technologies LLC3,651$315K0.1%-3.7%0.002%
5/7/2024 Sei Investments Co.24,275$2.10M0.0%+59.4%0.010%
5/7/2024 GW Henssler & Associates Ltd.201,606$17.40M1.0%+2.0%0.086%
5/7/2024 Montag A & Associates Inc.17,241$1.49M0.1%-2.0%0.007%
5/7/2024 Swiss National Bank714,000$61.63M0.0%-5.6%0.305%
5/7/2024 Forsta AP Fonden59,200$5.11M0.0%-44.9%0.025%
5/7/2024 Illinois Municipal Retirement Fund115,465$9.97M0.2%-2.3%0.049%
5/7/2024 Oppenheimer & Co. Inc.10,346$893K0.0%-1.9%0.004%
5/7/2024 Hilltop National Bank6,299$544K0.2%N/A0.003%
5/7/2024 SG Americas Securities LLC113,565$9.80M0.0%+548.9%0.048%
5/7/2024 Empowered Funds LLC3,176$274K0.0%-71.6%0.001%
5/7/2024 Sciencast Management LP8,090$698K0.4%-21.8%0.003%
5/6/2024 Quantbot Technologies LP12,706$1.10M0.1%N/A0.005%
5/6/2024 Empirical Finance LLC8,486$732K0.0%+3.2%0.004%
5/6/2024 Advisory Alpha LLC2,742$237K0.0%N/A0.001%
5/6/2024 Texas Permanent School Fund Corp45,343$3.91M0.0%+2.4%0.019%
5/4/2024 Richardson Financial Services Inc.1,580$136K0.1%+12.9%0.001%
5/3/2024 RIA Advisory Group LLC6,529$564K0.2%-99.4%0.003%
5/3/2024 Chevy Chase Trust Holdings LLC121,449$10.48M0.0%-0.9%0.052%
5/3/2024 GSA Capital Partners LLP10,428$900K0.1%+200.5%0.004%
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5/3/2024 BI Asset Management Fondsmaeglerselskab A S14,642$1.26M0.0%+75.4%0.006%
5/2/2024 Salomon & Ludwin LLC499$43K0.0%+319.3%0.000%
5/2/2024 Mutual of America Capital Management LLC28,758$2.48M0.0%-2.1%0.012%
5/2/2024 FORA Capital LLC32,570$2.81M0.2%+2.9%0.014%
5/2/2024 FinTrust Capital Advisors LLC2,200$190K0.0%+230.8%0.001%
5/2/2024 Daiwa Securities Group Inc.25,414$2.19M0.0%+21.2%0.011%
5/2/2024 Graypoint LLC2,514$217K0.0%N/A0.001%
5/2/2024 Nordea Investment Management AB17,113$1.48M0.0%+4.1%0.007%
5/2/2024 Gilbert & Cook Inc.7,217$623K0.1%-5.6%0.003%
5/2/2024 Fidelis Capital Partners LLC1,450$125K0.0%N/A0.001%
5/2/2024 Choreo LLC8,526$736K0.0%+17.4%0.004%
5/2/2024 Tokio Marine Asset Management Co. Ltd.6,112$528K0.0%-3.4%0.003%
5/2/2024 Hunter Associates Investment Management LLC2,411$208K0.0%N/A0.001%
5/1/2024 1834 Investment Advisors Co.2,410$208K0.0%-18.1%0.001%
5/1/2024 Janney Montgomery Scott LLC18,327$1.58M0.0%-2.4%0.008%
5/1/2024 BNP Paribas Financial Markets337,877$29.16M0.0%+165.2%0.144%
5/1/2024 Centric Wealth Management23,165$1.83M0.6%+13.3%0.010%
5/1/2024 Sequoia Financial Advisors LLC2,498$216K0.0%-50.2%0.001%
4/30/2024 Private Advisor Group LLC27,971$2.41M0.0%-3.4%0.012%
4/30/2024 Norden Group LLC9,534$823K0.1%N/A0.004%
4/30/2024 Fortis Group Advisors LLC458$40K0.0%-50.0%0.000%
4/30/2024 HB Wealth Management LLC2,793$241K0.0%-7.4%0.001%
4/30/2024Concord Wealth Partners3,137$271K0.0%+466.2%0.001%
4/30/2024 Caprock Group LLC5,172$446K0.0%+3.6%0.002%
4/29/2024Commonwealth Equity Services LLC66,029$5.70M0.0%+16.0%0.028%
4/29/2024 FAS Wealth Partners Inc.26,351$2.27M0.2%+4.3%0.011%
4/29/2024 Principal Financial Group Inc.232,379$20.06M0.0%-0.5%0.099%
4/29/2024 Mn Services Vermogensbeheer B.V.96,380$8.32M0.1%-17.1%0.041%
4/27/2024 Conning Inc.29,262$2.53M0.1%-0.7%0.012%
4/26/2024 Pinnacle Associates Ltd.9,222$796K0.0%-4.5%0.004%
4/26/2024 Securian Asset Management Inc.12,913$1.12M0.0%-7.0%0.005%
4/26/2024 UMB Bank n.a.10,848$936K0.0%-10.5%0.005%
4/26/2024 Yousif Capital Management LLC31,290$2.70M0.0%-2.5%0.013%
4/26/2024 Verdence Capital Advisors LLC9,582$827K0.1%-18.6%0.004%
4/25/2024 New York State Teachers Retirement System227,642$19.65M0.0%-7.2%0.097%
4/25/2024 Bank of New York Mellon Corp1,849,622$159.64M0.0%-2.3%0.787%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 94,580$8.16M0.0%-3.4%0.040%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund123,051$10.62M0.1%+17.9%0.052%
4/25/2024 Valeo Financial Advisors LLC3,029$249K0.0%N/A0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.87,187$7.53M0.0%-5.8%0.037%
4/24/2024 Leavell Investment Management Inc.2,456$212K0.0%N/A0.001%
4/24/2024 CENTRAL TRUST Co3,179$274K0.0%+5.0%0.001%
4/24/2024 V Square Quantitative Management LLC6,236$538K0.1%+16.4%0.003%
4/24/2024 Simplicity Wealth LLC5,161$445K0.0%N/A0.002%
4/24/2024 First Pacific Financial295$25K0.0%-47.7%0.000%
4/24/2024 Assenagon Asset Management S.A.178,695$15.42M0.0%-28.7%0.076%
4/23/2024 Iowa State Bank7,970$688K0.2%-80.3%0.003%
4/23/2024 Eads & Heald Wealth Management2,326$201K0.1%N/A0.001%
4/23/2024 Global Retirement Partners LLC1,294$112K0.0%+18.4%0.001%
4/23/2024 Louisiana State Employees Retirement System12,800$1.11M0.0%-3.8%0.005%
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4/23/2024 Amalgamated Bank67,511$5.83M0.0%+17.2%0.029%
4/23/2024 New Mexico Educational Retirement Board11,054$954K0.0%-6.0%0.005%
4/23/2024 Cigna Investments Inc. New2,456$212K0.0%N/A0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.59,938$5.17M0.0%-10.7%0.025%
4/22/2024 Nilsine Partners LLC3,710$320K0.0%+12.9%0.002%
4/22/2024 Centennial Wealth Advisory LLC4,068$351K0.2%-9.7%0.002%
4/22/2024 Raymond James & Associates87,841$7.58M0.0%-10.1%0.037%
4/19/2024 First Trust Direct Indexing L.P.5,126$442K0.0%+4.8%0.002%
4/19/2024 Norden Group LLC9,534$823K0.0%N/A0.004%
4/19/2024 Lake Street Private Wealth LLC3,713$320K0.0%+24.8%0.002%
(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, 747 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 ($769.53M), Capital Research Global Investors ($507.38M), Geode Capital Management LLC ($424.19M), and Wellington Management Group LLP ($343.71M).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 630 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. ($4.08M), Norges Bank ($3.23M), Bank of America Corp DE ($2.92M), RIA Advisory Group LLC ($1.08M), Capital Research Global Investors ($813.14K), and BlackRock Inc. ($756.51K).

How much institutional buying is happening at Principal Financial Group?

Institutional investors have bought a total of 39,806,752 shares in the last 24 months. This purchase volume represents approximately $4.11B in transactions.

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

Of the 439 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: Capital Research Global Investors ($5.52M), Envestnet Asset Management Inc. ($3.92M), Charles Schwab Investment Management Inc. ($3.63M), Bank of America Corp DE ($3.21M), BlackRock Inc. ($2.17M), Canada Pension Plan Investment Board ($1.68M), and Vanguard Group Inc. ($1.56M).

How much institutional selling is happening at Principal Financial Group?

Institutional investors have sold a total of 40,288,398 shares in the last 24 months. This volume of shares sold represents approximately $4.00B in transactions.


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This page (NYSE:PFG) was last updated on 5/12/2024 by MarketBeat.com Staff

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