Principal Financial Group Ownership 2024 | Who Owns Principal Financial Group Now?
Institutional Ownership
69.93%
Insider Ownership
1.03%
Retail Ownership
29.03%
Institutional Holders
774.00
Principal Financial Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11.76% | 0.04% | 27,749,824 | -287,704 | -1.03% | 2,176,973,692 | Jun 30, 2024 |
| BLACKROCK INC. | 8.37% | 0.04% | 19,763,056 | 331,151 | 1.70% | 1,550,411,771 | Jun 30, 2024 |
| NIPPON LIFE INSURANCE CO | 7.69% | 62.53% | 18,137,000 | - | - | 1,422,848,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 4.54% | 0.07% | 10,716,882 | -251,382 | -2.29% | 840,739,360 | Jun 30, 2024 |
| STATE STREET CORP | 4.05% | 0.03% | 9,558,150 | -98,963 | -1.02% | 749,836,868,000 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 2.80% | 0.11% | 6,603,902 | 1,604 | 0.02% | 518,076,112 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.30% | 0.04% | 5,429,454 | 26,087 | 0.48% | 424,819,997 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.88% | 0.06% | 4,434,395 | -48,846 | -1.09% | 347,878,287 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.65% | 0.08% | 3,905,124 | 39,854 | 1.03% | 306,392,934 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.48% | 0.05% | 3,489,868 | -90,738 | -2.53% | 273,780,144,000 | Jun 30, 2024 |
| NORGES BANK | 1.38% | 0.04% | 3,251,668 | 3,251,668 | 100.00% | 255,093,355 | Jun 30, 2024 |
| MORGAN STANLEY | 1.22% | 0.02% | 2,867,685 | 162,944 | 6.02% | 224,970,091 | Jun 30, 2024 |
| INVESCO LTD. | 1.10% | 0.04% | 2,605,800 | -76,432 | -2.85% | 204,424,997 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.98% | 0.01% | 2,316,574 | 59,246 | 2.62% | 181,735,299 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.88% | 0.04% | 2,078,588 | -86,194 | -3.98% | 163,065,731 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.81% | 0.03% | 1,903,138 | 53,516 | 2.89% | 149,301,173 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.71% | 0.04% | 1,679,343 | 483,534 | 40.44% | 131,744,459 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.63% | 0.02% | 1,489,728 | 103,747 | 7.49% | 116,869,158 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.61% | 0.07% | 1,443,115 | -16,962 | -1.16% | 113,355,303 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.59% | 0.02% | 1,384,888 | 20,854 | 1.53% | 108,644,464 | Jun 30, 2024 |
Principal Financial Group's largest institutional shareholder is VANGUARD GROUP INC, holding 11.76% of the company's total share outstanding, currently valued at $2.18B. The top 10 institutional shareholders own together 46.52% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NIPPON LIFE INSURANCE CO | 7.69% | 62.53% | 18,137,000 | - | - | 1,422,848,000 | Jun 30, 2024 |
| TRUST POINT INC. | 0.16% | 2.42% | 384,871 | - | - | 30,193,132 | Jun 30, 2024 |
| CAPITAL MANAGEMENT CORP /VA | 0.05% | 1.85% | 117,803 | 19,047 | 19.29% | 9,241,684 | Jun 30, 2024 |
| ARJUNA CAPITAL | 0.04% | 1.83% | 86,484 | 10,300 | 13.52% | 6,784,670 | Jun 30, 2024 |
| WEAVER C. BARKSDALE & ASSOCIATES, INC. | 0.01% | 1.56% | 20,918 | -322 | -1.52% | 1,640,986 | Jun 30, 2024 |
| NORTH STAR ASSET MANAGEMENT INC | 0.17% | 1.48% | 397,812 | -920 | -0.23% | 31,208,361 | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | 0.01% | 1.01% | 17,243 | 17,243 | 100.00% | 1,352,713 | Jun 30, 2024 |
| SOUND INCOME STRATEGIES, LLC | 0.08% | 0.96% | 195,216 | 13,440 | 7.39% | 15,314,660 | Jun 30, 2024 |
| GW HENSSLER & ASSOCIATES LTD | 0.09% | 0.96% | 202,325 | 719 | 0.36% | 15,872,382 | Jun 30, 2024 |
| MAIRS & POWER INC | 0.51% | 0.92% | 1,207,976 | -20,338 | -1.66% | 94,765,706 | Jun 30, 2024 |
| STONERIDGE INVESTMENT PARTNERS LLC | 0.01% | 0.87% | 29,300 | 29,300 | 100.00% | 2,299,000 | Jun 30, 2024 |
| NEWSQUARE CAPITAL LLC | 0.05% | 0.72% | 107,597 | 5,052 | 4.93% | 8,317,284 | Jun 30, 2024 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.06% | 0.69% | 144,946 | 3,548 | 2.51% | 11,371,014 | Jun 30, 2024 |
| DEAN INVESTMENT ASSOCIATES, LLC | 0.03% | 0.66% | 59,296 | -3,077 | -4.93% | 4,651,773 | Jun 30, 2024 |
| WEST BANCORPORATION INC | 0.00% | 0.62% | 10,610 | - | - | 832,355 | Jun 30, 2024 |
| CENTRIC WEALTH MANAGEMENT | 0.01% | 0.58% | 24,774 | 1,609 | 6.95% | 2,019,848 | Jun 30, 2024 |
| UNISON ADVISORS LLC | 0.02% | 0.57% | 57,940 | 599 | 1.04% | 4,545,393 | Jun 30, 2024 |
| GOELZER INVESTMENT MANAGEMENT, INC. | 0.05% | 0.55% | 125,751 | -1,234 | -0.97% | 9,865,194 | Jun 30, 2024 |
| COLUMBUS MACRO, LLC | 0.01% | 0.55% | 18,053 | -861 | -4.55% | 1,416,279 | Jun 30, 2024 |
| OMNISTAR FINANCIAL GROUP, INC. | 0.00% | 0.52% | 7,263 | -116 | -1.57% | 569,776 | Jun 30, 2024 |
The largest Principal Financial Group shareholder by % of total assets is NIPPON LIFE INSURANCE CO. The company owns 18.14M shares of Principal Financial Group (PFG), representing 62.53% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.38% | 0.04% | 3,251,668 | 3,251,668 | 100.00% | 255,093,355 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.71% | 0.04% | 1,679,343 | 483,534 | 40.44% | 131,744,459 | Jun 30, 2024 |
| BLACKROCK INC. | 8.37% | 0.04% | 19,763,056 | 331,151 | 1.70% | 1,550,411,771 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.43% | 0.04% | 1,004,825 | 298,265 | 42.21% | 78,828,522 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.15% | 0.09% | 354,447 | 284,067 | 403.62% | 27,800,000 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.11% | 0.01% | 251,088 | 251,088 | 100.00% | 19,697,854 | Jun 30, 2024 |
| MORGAN STANLEY | 1.22% | 0.02% | 2,867,685 | 162,944 | 6.02% | 224,970,091 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.16% | 0.16% | 376,845 | 135,275 | 56.00% | 29,563,490 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.15% | 0.01% | 357,262 | 120,100 | 50.64% | 28,627,404 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.04% | 0.02% | 105,000 | 105,000 | 100.00% | 8,237,250 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.63% | 0.02% | 1,489,728 | 103,747 | 7.49% | 116,869,158 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.04% | 0.09% | 99,451 | 99,451 | 100.00% | 7,802,000 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.10% | 0.12% | 232,128 | 86,342 | 59.23% | 18,210,000 | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | 0.07% | 0.27% | 155,945 | 82,755 | 113.07% | 12,233,885 | Jun 30, 2024 |
| PRANA CAPITAL MANAGEMENT, LP | 0.04% | 0.33% | 89,570 | 82,206 | 1116.32% | 7,026,767 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.05% | 0.01% | 123,330 | 70,923 | 135.33% | 9,675,238 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.03% | 0.04% | 73,272 | 65,607 | 855.93% | 5,748,186 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.07% | 0.01% | 166,052 | 65,385 | 64.95% | 13,026,780 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.08% | 0.08% | 178,635 | 65,070 | 57.30% | 14,014,000 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.13% | 0.29% | 298,562 | 63,747 | 27.15% | 23,422,191 | Jun 30, 2024 |
As of Jun 30 2024, Principal Financial Group's largest institutional buyer is NORGES BANK. The company purchased 3.25M stocks of PFG, valued at $255.09M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMUNDI | 0.36% | 0.03% | 853,694 | -553,213 | -39.32% | 67,578,418 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.02% | 0.00% | 38,337 | -471,471 | -92.48% | 3,007,538 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.02% | 0.01% | 52,350 | -420,232 | -88.92% | 4,106,858 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.01% | 0.01% | 22,987 | -334,120 | -93.56% | 1,803,000 | Jun 30, 2024 |
| MAN GROUP PLC | 0.16% | 0.08% | 382,477 | -296,604 | -43.68% | 30,005,321 | Jun 30, 2024 |
| VANGUARD GROUP INC | 11.76% | 0.04% | 27,749,824 | -287,704 | -1.03% | 2,176,973,692 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 4.54% | 0.07% | 10,716,882 | -251,382 | -2.29% | 840,739,360 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.05% | 0.05% | 117,568 | -245,164 | -67.59% | 9,223,210 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.01% | 0.03% | 34,629 | -178,153 | -83.73% | 2,716,645 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.24% | 0.03% | 571,488 | -121,206 | -17.50% | 44,833,234 | Jun 30, 2024 |
| BARCLAYS PLC | 0.30% | 0.02% | 718,493 | -117,373 | -14.04% | 56,365,000 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.03% | 0.00% | 59,887 | -102,680 | -63.16% | 4,698,135 | Jun 30, 2024 |
| STATE STREET CORP | 4.05% | 0.03% | 9,558,150 | -98,963 | -1.02% | 749,836,868,000 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.03% | 0.01% | 80,866 | -97,829 | -54.75% | 6,343,938 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.48% | 0.05% | 3,489,868 | -90,738 | -2.53% | 273,780,144,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.02% | 0.01% | 50,000 | -89,000 | -64.03% | 3,922,500 | Jun 30, 2024 |
| TORONTO DOMINION BANK | 0.05% | 0.01% | 107,004 | -87,389 | -44.95% | 8,394,464 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.88% | 0.04% | 2,078,588 | -86,194 | -3.98% | 163,065,731 | Jun 30, 2024 |
| INVESCO LTD. | 1.10% | 0.04% | 2,605,800 | -76,432 | -2.85% | 204,424,997 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.01% | 0.01% | 14,072 | -67,927 | -82.84% | 1,118,161 | Jun 30, 2024 |
As of Jun 30 2024, Principal Financial Group's biggest institutional seller is AMUNDI. The company sold -0.55M shares of PFG, valued at $67.58M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.38% | 0.04% | 3,251,668 | 3,251,668 | 100.00% | 255,093,355 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.11% | 0.01% | 251,088 | 251,088 | 100.00% | 19,697,854 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.04% | 0.02% | 105,000 | 105,000 | 100.00% | 8,237,250 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.04% | 0.09% | 99,451 | 99,451 | 100.00% | 7,802,000 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.03% | 0.00% | 62,589 | 62,589 | 100.00% | 4,910,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.01% | 57,043 | 57,043 | 100.00% | 4,475,024 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.02% | 55,230 | 55,230 | 100.00% | 4,332,794 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.02% | 0.00% | 40,250 | 40,250 | 100.00% | 492,000 | Jun 30, 2024 |
| STONERIDGE INVESTMENT PARTNERS LLC | 0.01% | 0.87% | 29,300 | 29,300 | 100.00% | 2,299,000 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | 0.01% | 0.04% | 25,630 | 25,630 | 100.00% | 2,010,674 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.01% | 0.22% | 25,334 | 25,334 | 100.00% | 1,987,000 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.01% | 0.00% | 24,688 | 24,688 | 100.00% | 1,936,774 | Jun 30, 2024 |
| AXA S.A. | 0.01% | 0.01% | 24,350 | 24,350 | 100.00% | 1,910,258 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.01% | 0.29% | 22,502 | 22,502 | 100.00% | 1,765,282 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.01% | 0.43% | 19,276 | 19,276 | 100.00% | 1,512,202 | Jun 30, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.01% | 0.00% | 18,225 | 18,225 | 100.00% | 1,431,398 | Jun 30, 2024 |
| WBI INVESTMENTS, INC. | 0.01% | 0.33% | 17,571 | 17,571 | 100.00% | 1,378,445 | Jun 30, 2024 |
| REDWOOD INVESTMENT MANAGEMENT, LLC | 0.01% | 0.11% | 17,532 | 17,532 | 100.00% | 1,282,000 | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | 0.01% | 1.01% | 17,243 | 17,243 | 100.00% | 1,352,713 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.03% | 16,627 | 16,627 | 100.00% | 1,304,388 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.01% | 0.01% | 16,070 | 16,070 | 100.00% | 1,260,692 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.02% | 15,704 | 15,704 | 100.00% | 1,231,979 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.01% | 0.02% | 13,556 | 13,556 | 100.00% | 1,063,468 | Jun 30, 2024 |
| M&G PLC | 0.01% | 0.00% | 12,041 | 12,041 | 100.00% | 939,198 | Jun 30, 2024 |
| PROSPERITAS FINANCIAL LLC | 0.00% | 0.31% | 11,547 | 11,547 | 100.00% | 905,862 | Jun 30, 2024 |
| CACHETECH INC. | 0.00% | 0.17% | 9,588 | 9,588 | 100.00% | 752,163 | Jun 30, 2024 |
| ELEVATED CAPITAL ADVISORS, LLC | 0.00% | 0.20% | 9,185 | 9,185 | 100.00% | 720,563 | Jun 30, 2024 |
| LGT GROUP FOUNDATION | 0.00% | 0.01% | 9,000 | 9,000 | 100.00% | 706,050 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.00% | 0.06% | 8,943 | 8,943 | 100.00% | 701,578 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.00% | 0.11% | 8,643 | 8,643 | 100.00% | 678,043 | Jun 30, 2024 |
| STRATEGY ASSET MANAGERS LLC | 0.00% | 0.14% | 8,474 | 8,474 | 100.00% | 642,668 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.01% | 8,283 | 8,283 | 100.00% | 649,801 | Jun 30, 2024 |
| NBT BANK N A /NY | 0.00% | 0.04% | 8,000 | 8,000 | 100.00% | 627,600 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.36% | 7,600 | 7,600 | 100.00% | 596,219 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.00% | 0.12% | 7,374 | 7,374 | 100.00% | 578,490 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.00% | 6,889 | 6,889 | 100.00% | 540,421 | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | 0.00% | 0.06% | 6,674 | 6,674 | 100.00% | 523,575 | Jun 30, 2024 |
| GENTRY PRIVATE WEALTH, LLC | 0.00% | 0.40% | 5,814 | 5,814 | 100.00% | 456,108 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.00% | 0.34% | 5,792 | 5,792 | 100.00% | 454,383 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | 0.00% | 0.00% | 5,270 | 5,270 | 100.00% | 413,432 | Jun 30, 2024 |
| GTS SECURITIES LLC | 0.00% | 0.00% | 4,800 | 4,800 | 100.00% | 376,560 | Jun 30, 2024 |
| MAVEN SECURITIES LTD | 0.00% | 0.01% | 4,650 | 4,650 | 100.00% | 364,793 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.00% | 0.01% | 4,635 | 4,635 | 100.00% | 363,616 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.01% | 4,543 | 4,543 | 100.00% | 356,398 | Jun 30, 2024 |
| GROUND SWELL CAPITAL, LLC | 0.00% | 0.26% | 4,241 | 4,241 | 100.00% | 332,706 | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | 0.00% | 0.04% | 3,632 | 3,632 | 100.00% | 284,935 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.00% | 0.00% | 3,600 | 3,600 | 100.00% | 282,420 | Jun 30, 2024 |
| MQS MANAGEMENT LLC | 0.00% | 0.16% | 3,436 | 3,436 | 100.00% | 269,554 | Jun 30, 2024 |
| OLDFATHER FINANCIAL SERVICES, LLC | 0.00% | 0.11% | 3,414 | 3,414 | 100.00% | 267,844 | Jun 30, 2024 |
| LVW ADVISORS, LLC | 0.00% | 0.04% | 3,336 | 3,336 | 100.00% | 261,710 | Jun 30, 2024 |
| PARAGON CAPITAL MANAGEMENT LTD | 0.00% | 0.05% | 3,333 | 3,333 | 100.00% | 261,487 | Jun 30, 2024 |
| DAYMARK WEALTH PARTNERS, LLC | 0.00% | 0.01% | 3,083 | 3,083 | 100.00% | 241,861 | Jun 30, 2024 |
| BROWN ADVISORY INC | 0.00% | 0.00% | 2,994 | 2,994 | 100.00% | 234,880 | Jun 30, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | 0.00% | 0.01% | 2,908 | 2,908 | 100.00% | 228,167 | Jun 30, 2024 |
| MEEDER ADVISORY SERVICES, INC. | 0.00% | 0.02% | 2,772 | 2,772 | 100.00% | 217,500 | Jun 30, 2024 |
| ESSEX FINANCIAL SERVICES, INC. | 0.00% | 0.02% | 2,756 | 2,756 | 100.00% | 205,129 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.00% | 0.01% | 2,723 | 2,723 | 100.00% | 214,000 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.00% | 0.00% | 2,571 | 2,571 | 100.00% | 201,672 | Jun 30, 2024 |
| BANCO BTG PACTUAL S.A. | 0.00% | 0.03% | 2,500 | 2,500 | 100.00% | 203,775 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.01% | 1,554 | 1,554 | 100.00% | 121,911 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 549 | 549 | 100.00% | 43,069 | Jun 30, 2024 |
| 0.00% | 0.02% | 490 | 490 | 100.00% | 38,441 | Jun 30, 2024 | |
| FAMILY FIRM, INC. | 0.00% | 0.01% | 419 | 419 | 100.00% | 32,886 | Jun 30, 2024 |
| CULTIVAR CAPITAL, INC. | 0.00% | 0.01% | 196 | 196 | 100.00% | 15,377 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 180 | 180 | 100.00% | 14,121 | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | 0.00% | 0.00% | 176 | 176 | 100.00% | 13,807 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | 0.00% | 0.01% | 172 | 172 | 100.00% | 13,493 | Jun 30, 2024 |
| NEW MILLENNIUM GROUP LLC | 0.00% | 0.01% | 136 | 136 | 100.00% | 10,669 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.00% | 123 | 123 | 100.00% | 9,649 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 122 | 122 | 100.00% | 9,571 | Jun 30, 2024 |
| Y.D. MORE INVESTMENTS LTD | - | - | 117 | 117 | 100.00% | 24 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.01% | 100 | 100 | 100.00% | 7,845 | Jun 30, 2024 |
| SOUTHSTATE CORP | - | 0.00% | 57 | 57 | 100.00% | 4,472 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 51 | 51 | 100.00% | 4,402 | Jun 30, 2024 |
| SANDY SPRING BANK | - | 0.00% | 38 | 38 | 100.00% | 2,981 | Jun 30, 2024 |
| HALLMARK CAPITAL MANAGEMENT INC | - | 0.00% | 20 | 20 | 100.00% | 1,569 | Jun 30, 2024 |
| RUEDI WEALTH MANAGEMENT, INC. | - | 0.00% | 8 | 8 | 100.00% | 628 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.00% | 3 | 3 | 100.00% | 236 | Jun 30, 2024 |
Principal Financial Group's largest new institutional shareholder by number of shares is NORGES BANK, purchased 3.25M shares, valued at $255.09M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -57,510 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -35,126 | -100.00% | - | Jun 30, 2024 |
| FORA CAPITAL, LLC | - | - | - | -32,570 | -100.00% | - | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | - | - | - | -25,122 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -20,479 | -100.00% | - | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -17,475 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -13,787 | -100.00% | - | Jun 30, 2024 |
| LLOYD ADVISORY SERVICES, LLC. | - | - | - | -11,065 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -10,428 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -9,534 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -8,845 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -6,900 | -100.00% | - | Jun 30, 2024 |
| GREAT DIAMOND PARTNERS, LLC | - | - | - | -6,700 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -4,477 | -100.00% | - | Jun 30, 2024 |
| QTRON INVESTMENTS LLC | - | - | - | -4,154 | -100.00% | - | Jun 30, 2024 |
| REDHAWK WEALTH ADVISORS, INC. | - | - | - | -4,125 | -100.00% | - | Jun 30, 2024 |
| FULLERTON FUND MANAGEMENT CO LTD. | - | - | - | -3,689 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -3,651 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -3,228 | -100.00% | - | Jun 30, 2024 |
| J.W. COLE ADVISORS, INC. | - | - | - | -3,126 | -100.00% | - | Jun 30, 2024 |
| VALEO FINANCIAL ADVISORS, LLC | - | - | - | -3,029 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| CIBC WORLD MARKET INC. | - | - | - | -2,811 | -100.00% | - | Jun 30, 2024 |
| MUTUAL ADVISORS, LLC | - | - | - | -2,795 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -2,703 | -100.00% | - | Jun 30, 2024 |
| OLD NATIONAL BANCORP /IN/ | - | - | - | -2,676 | -100.00% | - | Jun 30, 2024 |
| COMMONS CAPITAL, LLC | - | - | - | -2,628 | -100.00% | - | Jun 30, 2024 |
| CLARIUS GROUP, LLC | - | - | - | -2,613 | -100.00% | - | Jun 30, 2024 |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | - | - | - | -2,564 | -100.00% | - | Jun 30, 2024 |
| RESURGENT FINANCIAL ADVISORS LLC | - | - | - | -2,532 | -100.00% | - | Jun 30, 2024 |
| S&CO INC | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
| NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -2,479 | -100.00% | - | Jun 30, 2024 |
| CIGNA INVESTMENTS INC /NEW | - | - | - | -2,456 | -100.00% | - | Jun 30, 2024 |
| AXXCESS WEALTH MANAGEMENT, LLC | - | - | - | -2,435 | -100.00% | - | Jun 30, 2024 |
| INTEGRATED WEALTH CONCEPTS LLC | - | - | - | -2,424 | -100.00% | - | Jun 30, 2024 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | - | - | - | -2,411 | -100.00% | - | Jun 30, 2024 |
| 1834 INVESTMENT ADVISORS CO | - | - | - | -2,410 | -100.00% | - | Jun 30, 2024 |
| VANTAGE CONSULTING GROUP INC | - | - | - | -2,378 | -100.00% | - | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | - | - | - | -2,374 | -100.00% | - | Jun 30, 2024 |
| EADS & HEALD WEALTH MANAGEMENT | - | - | - | -2,326 | -100.00% | - | Jun 30, 2024 |
| AUXIER ASSET MANAGEMENT | - | - | - | -2,322 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -1,450 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -800 | -100.00% | - | Jun 30, 2024 |
| TOBAM | - | - | - | -745 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| INDEPENDENCE BANK OF KENTUCKY | - | - | - | -280 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | - | - | - | -160 | -100.00% | - | Jun 30, 2024 |
| COREFIRST BANK & TRUST | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
| FIRST FINANCIAL CORP /IN/ | - | - | - | -140 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -96 | -100.00% | - | Jun 30, 2024 |
| FWL INVESTMENT MANAGEMENT, LLC | - | - | - | -40 | -100.00% | - | Jun 30, 2024 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| JANICZEK WEALTH MANAGEMENT, LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
Principal Financial Group's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -57.51K shares, valued at -, as of undefined.
Principal Financial Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SCM Trust | 2.36% | 7,012,000 | - | - | Dec 31, 2023 |
| THOMPSON IM FUNDS INC | 1.65% | 26,065,000 | - | - | Feb 29, 2024 |
| AGF Investments Trust | 1.05% | -19,812 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Fixed Income Series, Inc. | 0.75% | 1,545,000 | - | - | Mar 31, 2024 |
| COPLEY FUND INC /NV/ | 0.74% | 10,000 | - | - | Nov 30, 2022 |
| Invesco Management Trust | 0.73% | 13,695,000 | - | - | Feb 29, 2024 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.72% | 375,000 | - | - | Jun 30, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.65% | 340,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.58% | 300,000 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.55% | 17,640,000 | - | - | Mar 31, 2024 |
| Natixis ETF Trust | 0.52% | 105,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.51% | 265,000 | - | - | Mar 31, 2024 |
| Global Beta ETF Trust | 0.50% | 1,390 | 862 | 163.26% | May 31, 2022 |
| Columbia Funds Variable Series Trust II | 0.41% | 13,167,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.38% | 200,000 | - | - | Mar 31, 2024 |
| BNY MELLON VARIABLE INVESTMENT FUND | 0.37% | 90,000 | - | - | Mar 31, 2024 |
| Natixis ETF Trust | 0.34% | 70,000 | - | - | Mar 31, 2024 |
| Transparent Value Trust | 0.34% | 5,463 | - | - | Dec 31, 2023 |
| AMERICAN MUTUAL FUND | 0.33% | 3,054,366 | -2,094,936 | -40.68% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.32% | 167,880 | - | - | Mar 31, 2024 |
| PIONEER SHORT TERM INCOME FUND | 0.32% | 2,050,000 | - | - | Feb 29, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.30% | 112,528 | - | - | Mar 31, 2024 |
| Securian Funds Trust | 0.30% | 3,000,000 | - | - | Mar 31, 2024 |
| Tributary Funds, Inc. | 0.29% | 1,490,000 | - | - | Dec 31, 2023 |
| FIRST TRUST SERIES FUND | 0.29% | 1,000,000 | - | - | Jan 31, 2024 |
| SIT MUTUAL FUNDS INC | 0.27% | 100,000 | 100,000 | - | Mar 28, 2024 |
| Build Funds Trust | 0.27% | 48,000 | - | - | Dec 31, 2023 |
| DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS | 0.24% | 2,200,000 | - | - | Mar 28, 2024 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.22% | 5,038 | - | - | Dec 29, 2023 |
| HARRIS ASSOCIATES INVESTMENT TRUST | 0.22% | 19,910,000 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.21% | 2,330 | - | - | Mar 31, 2023 |
| Mairs & Power Funds Trust | 0.20% | 808,000 | - | - | Mar 31, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 0.19% | 100,000 | - | - | Mar 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.19% | 386 | -7,599 | -95.17% | Jan 31, 2021 |
| HOMESTEAD FUNDS INC | 0.18% | 1,000,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.18% | 445,000 | - | - | Mar 31, 2024 |
| BNY Mellon Absolute Insight Funds, Inc. | 0.17% | 3,110,000 | - | - | Jan 31, 2024 |
| Arrow Investments Trust | 0.17% | 317,000 | - | - | Jan 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.16% | 1,000,000 | - | - | Jan 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.16% | 1,000,000 | - | - | Jan 31, 2024 |
| PIONEER SHORT TERM INCOME FUND | 0.16% | 1,060,000 | - | - | Feb 29, 2024 |
| Federated Hermes Total Return Series, Inc. | 0.16% | 20,132,000 | 10,000,000 | 98.70% | Feb 29, 2024 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 0.16% | 5,042 | - | - | Mar 31, 2024 |
| JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.16% | 728,630 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.16% | 363,072 | - | - | Mar 31, 2024 |
| PIONEER SHORT TERM INCOME FUND | 0.15% | 1,000,000 | - | - | Feb 29, 2024 |
| LoCorr Investment Trust | 0.15% | 3,915,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.15% | 21,340,000 | - | - | Mar 31, 2024 |
| Invesco Bond Fund | 0.14% | 265,000 | - | - | Feb 29, 2024 |
| PIONEER SHORT TERM INCOME FUND | 0.14% | 887,000 | - | - | Feb 29, 2024 |
| PFM Multi-Manager Series Trust | 0.13% | 109,000 | - | - | Dec 31, 2023 |
| T. Rowe Price QM U.S. Bond Index Fund, Inc. | 0.13% | 1,900,000 | - | - | Jan 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.13% | 2,000,000 | - | - | Jan 31, 2024 |
| Mairs & Power Funds Trust | 0.13% | 500,000 | - | - | Mar 31, 2022 |
| DELAWARE GROUP INCOME FUNDS | 0.13% | 4,000,000 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.12% | 3,993,000 | 3,993,000 | - | Mar 31, 2024 |
| T. Rowe Price Value Fund, Inc. | 0.12% | 597,558 | - | - | Mar 31, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.11% | 9,525,000 | - | - | Mar 28, 2024 |
| PUTNAM FUNDS TRUST | 0.11% | 23,500,000 | - | - | Jan 31, 2024 |
| PGIM ETF TRUST | 0.11% | 7,250,000 | - | - | Feb 29, 2024 |
| T. Rowe Price Balanced Fund, Inc. | 0.11% | 1,800,000 | - | - | Mar 31, 2024 |
| HOMESTEAD FUNDS INC | 0.10% | 550,000 | - | - | Mar 31, 2024 |
| Arrow Investments Trust | 0.10% | 193,000 | - | - | Jan 31, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.10% | 2,000,000 | - | - | Mar 31, 2024 |
| COMMERCE FUNDS | 0.10% | 2,000,000 | - | - | Jan 31, 2024 |
| BNY Mellon Investment Funds VI | 0.10% | 125,000 | 125,000 | - | Feb 29, 2024 |
| Nuveen Core Equity Alpha Fund | 0.10% | 6,805 | - | - | Mar 31, 2024 |
| T. Rowe Price Global Allocation Fund, Inc. | 0.09% | 160,000 | - | - | Jan 31, 2024 |
| SPARROW FUNDS | 0.09% | 315 | - | - | Feb 29, 2024 |
| Invesco Bond Fund | 0.08% | 154,000 | -24,000 | -13.48% | Feb 29, 2024 |
| NORTHERN FUNDS | 0.08% | 12,000,000 | - | - | Mar 28, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 2 | 0.08% | 17,750,000 | - | - | Jan 31, 2024 |
| VANGUARD FENWAY FUNDS | 0.08% | 2,027,688 | - | - | Mar 31, 2024 |
| T. Rowe Price Fixed Income Series, Inc. | 0.08% | 165,000 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 0.08% | 17,247 | - | - | Mar 31, 2024 |
| Federated Hermes Total Return Series, Inc. | 0.08% | 9,815,000 | - | - | Feb 29, 2024 |
| HARRIS ASSOCIATES INVESTMENT TRUST | 0.08% | 6,970,000 | - | - | Mar 31, 2024 |
| T. Rowe Price QM U.S. Bond Index Fund, Inc. | 0.08% | 1,100,000 | - | - | Jan 31, 2024 |
| SYNTAX ETF TRUST | 0.08% | 2,378 | -114 | -4.57% | Mar 31, 2024 |
| Guggenheim Enhanced Equity Income Fund | 0.07% | 13,035 | 191 | 1.49% | Sep 30, 2021 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.07% | 180,000 | - | - | Mar 31, 2024 |
| Impact Shares Trust I | 0.07% | 771 | 204 | 35.98% | Mar 31, 2024 |
| Federated Hermes ETF Trust | 0.07% | 57,000 | 57,000 | - | Mar 31, 2024 |
| Core Bond Portfolio | 0.07% | 534,000 | - | - | Mar 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.07% | 5,082 | - | - | Sep 30, 2022 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.07% | 6,001,000 | - | - | Mar 28, 2024 |
| PPM Funds | 0.07% | 55,000 | - | - | Mar 31, 2024 |
| SPDR S&P 500 ETF TRUST | 0.07% | 2,665,519 | -56,810 | -2.09% | Mar 31, 2024 |
| Index Funds | 0.07% | 569 | -10 | -1.73% | Mar 31, 2024 |
| COMMERCE FUNDS | 0.07% | 1,340,000 | - | - | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.06% | 2,105,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.06% | 8,320,000 | - | - | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.06% | 95,646 | - | - | Mar 31, 2024 |
| Engine No. 1 ETF Trust | 0.06% | 3,424 | 138 | 4.20% | Jan 31, 2024 |
| T. Rowe Price Global Allocation Fund, Inc. | 0.06% | 100,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Short-Term Bond Fund, Inc. | 0.06% | 4,970,000 | - | - | Feb 29, 2024 |
| ULTRA SERIES FUND | 0.05% | 99,500 | - | - | Mar 31, 2024 |
| PIONEER SERIES TRUST X | 0.05% | 2,982,000 | - | - | Mar 28, 2024 |
Principal Financial Group's largest mutual fund holder by % of total assets is "SCM Trust", owning 7.01M shares, compromising 2.36% of its total assets.
Principal Financial Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 774 | 0.78% |
| 31 Mar, 24 | 768 | 1.72% |
| 31 Dec, 23 | 755 | 3.71% |
| 30 Sep, 23 | 728 | -1.36% |
| 30 Jun, 23 | 738 | -1.86% |
| 31 Mar, 23 | 752 | -4.69% |
| 31 Dec, 22 | 789 | 10.81% |
| 30 Sep, 22 | 712 | 3.64% |
| 30 Jun, 22 | 687 | -0.43% |
| 31 Mar, 22 | 690 | 2.83% |
| 31 Dec, 21 | 671 | 5.84% |
| 30 Sep, 21 | 634 | 1.12% |
| 30 Jun, 21 | 627 | -4.42% |
| 31 Mar, 21 | 656 | 4.13% |
| 31 Dec, 20 | 630 | 7.69% |
| 30 Sep, 20 | 585 | 0.17% |
| 30 Jun, 20 | 584 | 2.10% |
| 31 Mar, 20 | 572 | -8.63% |
| 31 Dec, 19 | 626 | -0.32% |
| 30 Sep, 19 | 628 | 0.96% |
| 30 Jun, 19 | 622 | 2.81% |
| 31 Mar, 19 | 605 | 2.89% |
| 31 Dec, 18 | 588 | -2.00% |
| 30 Sep, 18 | 600 | -1.80% |
| 30 Jun, 18 | 611 | -2.86% |
| 31 Mar, 18 | 629 | -2.33% |
| 31 Dec, 17 | 644 | 12.78% |
| 30 Sep, 17 | 571 | -1.55% |
| 30 Jun, 17 | 580 | 4.88% |
| 31 Mar, 17 | 553 | -1.43% |
| 31 Dec, 16 | 561 | 14.02% |
| 30 Sep, 16 | 492 | 2.71% |
| 30 Jun, 16 | 479 | 4.59% |
| 31 Mar, 16 | 458 | -3.38% |
| 31 Dec, 15 | 474 | 4.18% |
| 30 Sep, 15 | 455 | 0.89% |
| 30 Jun, 15 | 451 | 5.62% |
| 31 Mar, 15 | 427 | -3.17% |
| 31 Dec, 14 | 441 | 2.56% |
| 30 Sep, 14 | 430 | 4.88% |
| 30 Jun, 14 | 410 | - |
| 31 Mar, 14 | 410 | 4.33% |
| 31 Dec, 13 | 393 | 9.78% |
| 30 Sep, 13 | 358 | 5.92% |
| 30 Jun, 13 | 338 | 148.53% |
| 31 Mar, 13 | 136 | 5.43% |
| 31 Dec, 12 | 129 | -4.44% |
| 30 Sep, 12 | 135 | 1.50% |
| 30 Jun, 12 | 133 | -0.75% |
| 31 Mar, 12 | 134 | 8.94% |
| 31 Dec, 11 | 123 | 6.96% |
| 30 Sep, 11 | 115 | 1.77% |
| 30 Jun, 11 | 113 | 0.89% |
| 31 Mar, 11 | 112 | 8.74% |
| 31 Dec, 10 | 103 | -1.90% |
| 30 Sep, 10 | 105 | -6.25% |
| 30 Jun, 10 | 112 | 6.67% |
| 31 Mar, 10 | 105 | -1.87% |
| 31 Dec, 09 | 107 | -6.14% |
| 30 Sep, 09 | 114 | 10.68% |
| 30 Jun, 09 | 103 | 10.75% |
| 31 Mar, 09 | 93 | -2.11% |
| 31 Dec, 08 | 95 | - |
| 30 Sep, 08 | 95 | 6.74% |
| 30 Jun, 08 | 89 | -4.30% |
| 31 Mar, 08 | 93 | -4.12% |
| 31 Dec, 07 | 97 | 8.99% |
| 30 Sep, 07 | 89 | -8.25% |
| 30 Jun, 07 | 97 | 2.11% |
| 31 Mar, 07 | 95 | -10.38% |
| 31 Dec, 06 | 106 | 30.86% |
| 30 Sep, 06 | 81 | 2.53% |
| 30 Jun, 06 | 79 | -7.06% |
| 31 Mar, 06 | 85 | 6.25% |
| 31 Dec, 05 | 80 | 2.56% |
| 30 Sep, 05 | 78 | 4.00% |
| 30 Jun, 05 | 75 | 7.14% |
| 31 Mar, 05 | 70 | 2.94% |
| 31 Dec, 04 | 68 | 7.94% |
| 30 Sep, 04 | 63 | -7.35% |
| 30 Jun, 04 | 68 | -5.56% |
| 31 Mar, 04 | 72 | 35.85% |
| 31 Dec, 03 | 53 | -11.67% |
| 30 Sep, 03 | 60 | 22.45% |
| 30 Jun, 03 | 49 | -5.77% |
| 31 Mar, 03 | 52 | -1.89% |
| 31 Dec, 02 | 53 | 1.92% |
| 30 Sep, 02 | 52 | 23.81% |
| 30 Jun, 02 | 42 | 23.53% |
| 31 Mar, 02 | 34 | 47.83% |
| 31 Dec, 01 | 23 | - |
As of 30 Jun 24, 774 institutions are holding Principal Financial Group's shares, representing an increase of 0.78% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 165,037,976 | 0.71% |
| 31 Mar, 24 | 163,873,523 | -3.09% |
| 31 Dec, 23 | 169,090,927 | 0.38% |
| 30 Sep, 23 | 168,454,116 | -2.94% |
| 30 Jun, 23 | 173,557,494 | -5.66% |
| 31 Mar, 23 | 183,971,216 | 0.02% |
| 31 Dec, 22 | 183,942,078 | -0.09% |
| 30 Sep, 22 | 184,103,391 | -2.06% |
| 30 Jun, 22 | 187,979,384 | 0.62% |
| 31 Mar, 22 | 186,818,980 | -4.64% |
| 31 Dec, 21 | 195,907,157 | 1.43% |
| 30 Sep, 21 | 193,145,072 | 0.13% |
| 30 Jun, 21 | 192,896,969 | 1.38% |
| 31 Mar, 21 | 190,279,223 | -0.18% |
| 31 Dec, 20 | 190,630,391 | -1.07% |
| 30 Sep, 20 | 192,683,219 | -0.71% |
| 30 Jun, 20 | 194,055,756 | 0.52% |
| 31 Mar, 20 | 193,056,659 | -3.70% |
| 31 Dec, 19 | 200,467,735 | 0.63% |
| 30 Sep, 19 | 199,219,944 | -0.90% |
| 30 Jun, 19 | 201,031,316 | 0.23% |
| 31 Mar, 19 | 200,577,013 | 0.12% |
| 31 Dec, 18 | 200,328,601 | -1.63% |
| 30 Sep, 18 | 203,652,029 | 3.52% |
| 30 Jun, 18 | 196,730,983 | -2.08% |
| 31 Mar, 18 | 200,906,827 | -1.53% |
| 31 Dec, 17 | 204,021,466 | 1.35% |
| 30 Sep, 17 | 201,307,181 | 0.50% |
| 30 Jun, 17 | 200,302,217 | -1.49% |
| 31 Mar, 17 | 203,339,679 | 0.16% |
| 31 Dec, 16 | 203,014,617 | 2.99% |
| 30 Sep, 16 | 197,116,500 | 2.13% |
| 30 Jun, 16 | 193,011,897 | -2.71% |
| 31 Mar, 16 | 198,379,192 | 0.45% |
| 31 Dec, 15 | 197,496,921 | -0.11% |
| 30 Sep, 15 | 197,711,631 | -0.70% |
| 30 Jun, 15 | 199,107,154 | -0.27% |
| 31 Mar, 15 | 199,648,730 | 1.21% |
| 31 Dec, 14 | 197,255,395 | 0.67% |
| 30 Sep, 14 | 195,946,642 | 2.41% |
| 30 Jun, 14 | 191,328,237 | 0.84% |
| 31 Mar, 14 | 189,731,878 | -0.79% |
| 31 Dec, 13 | 191,234,217 | -1.50% |
| 30 Sep, 13 | 194,142,546 | -1.08% |
| 30 Jun, 13 | 196,262,627 | 116.35% |
| 31 Mar, 13 | 90,713,467 | -4.05% |
| 31 Dec, 12 | 94,543,646 | 32.05% |
| 30 Sep, 12 | 71,598,710 | -28.26% |
| 30 Jun, 12 | 99,799,529 | 5.49% |
| 31 Mar, 12 | 94,604,762 | 43.09% |
| 31 Dec, 11 | 66,117,270 | -22.27% |
| 30 Sep, 11 | 85,057,818 | -15.13% |
| 30 Jun, 11 | 100,220,527 | -8.33% |
| 31 Mar, 11 | 109,328,273 | 8.57% |
| 31 Dec, 10 | 100,701,696 | -1.78% |
| 30 Sep, 10 | 102,531,269 | 32.89% |
| 30 Jun, 10 | 77,157,671 | -19.63% |
| 31 Mar, 10 | 96,007,799 | 8.02% |
| 31 Dec, 09 | 88,881,543 | 22.50% |
| 30 Sep, 09 | 72,557,310 | 6.89% |
| 30 Jun, 09 | 67,883,353 | 2.84% |
| 31 Mar, 09 | 66,008,686 | -5.71% |
| 31 Dec, 08 | 70,006,685 | 20.83% |
| 30 Sep, 08 | 57,937,531 | 9.55% |
| 30 Jun, 08 | 52,884,603 | 2.22% |
| 31 Mar, 08 | 51,735,954 | 7.49% |
| 31 Dec, 07 | 48,129,818 | 11.50% |
| 30 Sep, 07 | 43,166,136 | 21.93% |
| 30 Jun, 07 | 35,401,375 | 14.81% |
| 31 Mar, 07 | 30,834,700 | -21.95% |
| 31 Dec, 06 | 39,507,006 | 44.99% |
| 30 Sep, 06 | 27,247,261 | -39.78% |
| 30 Jun, 06 | 45,242,728 | 5.41% |
| 31 Mar, 06 | 42,921,457 | -0.02% |
| 31 Dec, 05 | 42,929,281 | 0.53% |
| 30 Sep, 05 | 42,703,780 | 6.44% |
| 30 Jun, 05 | 40,120,755 | -8.95% |
| 31 Mar, 05 | 44,063,994 | 9.15% |
| 31 Dec, 04 | 40,371,924 | 16.09% |
| 30 Sep, 04 | 34,775,423 | -3.84% |
| 30 Jun, 04 | 36,164,474 | -1.99% |
| 31 Mar, 04 | 36,897,400 | 67.73% |
| 31 Dec, 03 | 21,998,224 | -25.84% |
| 30 Sep, 03 | 29,664,893 | 52.11% |
| 30 Jun, 03 | 19,502,334 | -3.54% |
| 31 Mar, 03 | 20,218,469 | -33.56% |
| 31 Dec, 02 | 30,429,504 | 0.57% |
| 30 Sep, 02 | 30,257,871 | 9.12% |
| 30 Jun, 02 | 27,729,029 | 102.81% |
| 31 Mar, 02 | 13,672,348 | -33.06% |
| 31 Dec, 01 | 20,425,632 | - |
Principal Financial Group (PFG) has 165.04M shares outstanding as of 30 Jun 24, up 0.71% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 69.93% | 1.45% |
| 31 Mar, 24 | 69.44% | 1.36% |
| 31 Dec, 23 | 71.52% | 1.47% |
| 30 Sep, 23 | 69.87% | 1.37% |
| 30 Jun, 23 | 71.51% | 1.25% |
| 31 Mar, 23 | 75.58% | 1.41% |
| 31 Dec, 22 | 73.25% | 1.33% |
| 30 Sep, 22 | 74.24% | 1.34% |
| 30 Jun, 22 | 74.42% | 1.43% |
| 31 Mar, 22 | 72.02% | 1.36% |
| 31 Dec, 21 | 72.83% | 1.44% |
| 30 Sep, 21 | 71.04% | 1.44% |
| 30 Jun, 21 | 70.12% | 1.47% |
| 31 Mar, 21 | 69.02% | 1.45% |
| 31 Dec, 20 | 68.92% | 1.42% |
| 30 Sep, 20 | 69.61% | 1.39% |
| 30 Jun, 20 | 70.65% | 1.46% |
| 31 Mar, 20 | 69.65% | 1.35% |
| 31 Dec, 19 | 71.96% | 1.44% |
| 30 Sep, 19 | 70.80% | 1.39% |
| 30 Jun, 19 | 71.49% | 1.40% |
| 31 Mar, 19 | 71.41% | 1.44% |
| 31 Dec, 18 | 70.44% | 1.40% |
| 30 Sep, 18 | 70.96% | 1.53% |
| 30 Jun, 18 | 68.08% | 1.44% |
| 31 Mar, 18 | 68.81% | 1.42% |
| 31 Dec, 17 | 69.51% | 1.47% |
| 30 Sep, 17 | 68.68% | 1.46% |
| 30 Jun, 17 | 68.60% | 1.42% |
| 31 Mar, 17 | 69.54% | 1.44% |
| 31 Dec, 16 | 69.39% | 1.51% |
| 30 Sep, 16 | 67.79% | 1.56% |
| 30 Jun, 16 | 65.96% | 1.45% |
| 31 Mar, 16 | 67.41% | 1.50% |
| 31 Dec, 15 | 66.96% | 1.52% |
| 30 Sep, 15 | 66.47% | 1.49% |
| 30 Jun, 15 | 66.89% | 1.49% |
| 31 Mar, 15 | 67.00% | 1.54% |
| 31 Dec, 14 | 66.04% | 1.53% |
| 30 Sep, 14 | 65.71% | 1.59% |
| 30 Jun, 14 | 64.28% | 1.60% |
| 31 Mar, 14 | 63.47% | 1.54% |
| 31 Dec, 13 | 64.13% | 1.52% |
| 30 Sep, 13 | 65.02% | 1.48% |
| 30 Jun, 13 | 66.22% | 6.96% |
| 31 Mar, 13 | 30.84% | 3.05% |
| 31 Dec, 12 | 31.80% | 5.48% |
| 30 Sep, 12 | 24.10% | 2.20% |
| 30 Jun, 12 | 33.06% | 3.34% |
| 31 Mar, 12 | 31.44% | 6.51% |
| 31 Dec, 11 | 21.97% | 2.95% |
| 30 Sep, 11 | 27.27% | 2.78% |
| 30 Jun, 11 | 31.32% | 2.70% |
| 31 Mar, 11 | 34.03% | 3.44% |
| 31 Dec, 10 | 31.43% | 3.07% |
| 30 Sep, 10 | 32.01% | 5.51% |
| 30 Jun, 10 | 24.10% | 2.67% |
| 31 Mar, 10 | 30.02% | 3.88% |
| 31 Dec, 09 | 27.82% | 5.38% |
| 30 Sep, 09 | 22.74% | 4.15% |
| 30 Jun, 09 | 23.42% | 3.63% |
| 31 Mar, 09 | 25.39% | 3.48% |
| 31 Dec, 08 | 27.00% | 5.42% |
| 30 Sep, 08 | 22.33% | 5.36% |
| 30 Jun, 08 | 20.41% | 5.11% |
| 31 Mar, 08 | 19.98% | 5.83% |
| 31 Dec, 07 | 18.51% | 6.96% |
| 30 Sep, 07 | 16.31% | 9.33% |
| 30 Jun, 07 | 13.22% | 9.98% |
| 31 Mar, 07 | 11.51% | 5.29% |
| 31 Dec, 06 | 14.75% | 14.47% |
| 30 Sep, 06 | 10.10% | 3.69% |
| 30 Jun, 06 | 16.55% | 7.05% |
| 31 Mar, 06 | 15.32% | 6.89% |
| 31 Dec, 05 | 14.91% | 6.41% |
| 30 Sep, 05 | 15.25% | 7.85% |
| 30 Jun, 05 | 13.94% | 6.37% |
| 31 Mar, 05 | 14.80% | 8.05% |
| 31 Dec, 04 | 13.56% | 10.86% |
| 30 Sep, 04 | 11.17% | 8.48% |
| 30 Jun, 04 | 11.48% | 8.78% |
| 31 Mar, 04 | 11.44% | 25.10% |
| 31 Dec, 03 | 6.75% | 8.04% |
| 30 Sep, 03 | 9.16% | 25.63% |
| 30 Jun, 03 | 5.98% | 16.05% |
| 31 Mar, 03 | 6.10% | 7.94% |
| 31 Dec, 02 | 8.77% | 11.36% |
| 30 Sep, 02 | 8.79% | 14.88% |
| 30 Jun, 02 | 7.69% | 53.40% |
| 31 Mar, 02 | 3.79% | 11.94% |
| 31 Dec, 01 | 5.64% | - |
As of 30 Jun 24, Principal Financial Group is held by 69.93% institutional shareholders, representing a 1.45% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 365 | 9.94% |
| 31 Mar, 24 | 332 | -1.78% |
| 31 Dec, 23 | 338 | 21.58% |
| 30 Sep, 23 | 278 | -2.46% |
| 30 Jun, 23 | 285 | -18.34% |
| 31 Mar, 23 | 349 | -15.09% |
| 31 Dec, 22 | 411 | 32.58% |
| 30 Sep, 22 | 310 | 4.03% |
| 30 Jun, 22 | 298 | -6.29% |
| 31 Mar, 22 | 318 | 1.92% |
| 31 Dec, 21 | 312 | 20.46% |
| 30 Sep, 21 | 259 | -8.16% |
| 30 Jun, 21 | 282 | -4.41% |
| 31 Mar, 21 | 295 | 1.37% |
| 31 Dec, 20 | 291 | 19.75% |
| 30 Sep, 20 | 243 | -7.60% |
| 30 Jun, 20 | 263 | 4.37% |
| 31 Mar, 20 | 252 | -7.01% |
| 31 Dec, 19 | 271 | -4.24% |
| 30 Sep, 19 | 283 | -2.08% |
| 30 Jun, 19 | 289 | 11.58% |
| 31 Mar, 19 | 259 | -4.78% |
| 31 Dec, 18 | 272 | -0.37% |
| 30 Sep, 18 | 273 | 4.60% |
| 30 Jun, 18 | 261 | -2.61% |
| 31 Mar, 18 | 268 | -15.46% |
| 31 Dec, 17 | 317 | 24.80% |
| 30 Sep, 17 | 254 | -0.39% |
| 30 Jun, 17 | 255 | 5.37% |
| 31 Mar, 17 | 242 | -12.95% |
| 31 Dec, 16 | 278 | 20.35% |
| 30 Sep, 16 | 231 | -4.15% |
| 30 Jun, 16 | 241 | 2.99% |
| 31 Mar, 16 | 234 | 7.83% |
| 31 Dec, 15 | 217 | -4.82% |
| 30 Sep, 15 | 228 | 8.06% |
| 30 Jun, 15 | 211 | 12.83% |
| 31 Mar, 15 | 187 | -5.56% |
| 31 Dec, 14 | 198 | 5.32% |
| 30 Sep, 14 | 188 | 1.08% |
| 30 Jun, 14 | 186 | 9.41% |
| 31 Mar, 14 | 170 | -6.08% |
| 31 Dec, 13 | 181 | 10.37% |
| 30 Sep, 13 | 164 | -35.69% |
| 30 Jun, 13 | 255 | 259.15% |
| 31 Mar, 13 | 71 | 20.34% |
| 31 Dec, 12 | 59 | -1.67% |
| 30 Sep, 12 | 60 | -9.09% |
| 30 Jun, 12 | 66 | -9.59% |
| 31 Mar, 12 | 73 | 15.87% |
| 31 Dec, 11 | 63 | -3.08% |
| 30 Sep, 11 | 65 | 20.37% |
| 30 Jun, 11 | 54 | -18.18% |
| 31 Mar, 11 | 66 | 26.92% |
| 31 Dec, 10 | 52 | -3.70% |
| 30 Sep, 10 | 54 | -18.18% |
| 30 Jun, 10 | 66 | 34.69% |
| 31 Mar, 10 | 49 | -18.33% |
| 31 Dec, 09 | 60 | -7.69% |
| 30 Sep, 09 | 65 | - |
| 30 Jun, 09 | 65 | 12.07% |
| 31 Mar, 09 | 58 | 7.41% |
| 31 Dec, 08 | 54 | 17.39% |
| 30 Sep, 08 | 46 | -2.13% |
| 30 Jun, 08 | 47 | 6.82% |
| 31 Mar, 08 | 44 | -24.14% |
| 31 Dec, 07 | 58 | 45.00% |
| 30 Sep, 07 | 40 | -11.11% |
| 30 Jun, 07 | 45 | 15.38% |
| 31 Mar, 07 | 39 | -38.10% |
| 31 Dec, 06 | 63 | 57.50% |
| 30 Sep, 06 | 40 | 17.65% |
| 30 Jun, 06 | 34 | -29.17% |
| 31 Mar, 06 | 48 | 14.29% |
| 31 Dec, 05 | 42 | 27.27% |
| 30 Sep, 05 | 33 | 3.13% |
| 30 Jun, 05 | 32 | -17.95% |
| 31 Mar, 05 | 39 | - |
| 31 Dec, 04 | 39 | 30.00% |
| 30 Sep, 04 | 30 | -26.83% |
| 30 Jun, 04 | 41 | 2.50% |
| 31 Mar, 04 | 40 | 33.33% |
| 31 Dec, 03 | 30 | -28.57% |
| 30 Sep, 03 | 42 | 44.83% |
| 30 Jun, 03 | 29 | -12.12% |
| 31 Mar, 03 | 33 | 10.00% |
| 31 Dec, 02 | 30 | -16.67% |
| 30 Sep, 02 | 36 | 38.46% |
| 30 Jun, 02 | 26 | -7.14% |
| 31 Mar, 02 | 28 | 21.74% |
| 31 Dec, 01 | 23 | - |
365 institutional shareholders have increased their position in PFG stock as of 30 Jun 24 compared to 332 in the previous quarter (a 9.94% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 247 | -8.52% |
| 31 Mar, 24 | 270 | -3.57% |
| 31 Dec, 23 | 280 | -1.06% |
| 30 Sep, 23 | 283 | -4.07% |
| 30 Jun, 23 | 295 | 19.92% |
| 31 Mar, 23 | 246 | 6.03% |
| 31 Dec, 22 | 232 | -3.73% |
| 30 Sep, 22 | 241 | 0.84% |
| 30 Jun, 22 | 239 | 10.14% |
| 31 Mar, 22 | 217 | 1.40% |
| 31 Dec, 21 | 214 | -3.17% |
| 30 Sep, 21 | 221 | 14.51% |
| 30 Jun, 21 | 193 | -8.96% |
| 31 Mar, 21 | 212 | 0.47% |
| 31 Dec, 20 | 211 | 4.98% |
| 30 Sep, 20 | 201 | 6.35% |
| 30 Jun, 20 | 189 | -4.06% |
| 31 Mar, 20 | 197 | -13.97% |
| 31 Dec, 19 | 229 | 2.23% |
| 30 Sep, 19 | 224 | 8.74% |
| 30 Jun, 19 | 206 | -3.74% |
| 31 Mar, 19 | 214 | 8.08% |
| 31 Dec, 18 | 198 | -1.00% |
| 30 Sep, 18 | 200 | -6.54% |
| 30 Jun, 18 | 214 | 0.94% |
| 31 Mar, 18 | 212 | 7.61% |
| 31 Dec, 17 | 197 | 6.49% |
| 30 Sep, 17 | 185 | -10.63% |
| 30 Jun, 17 | 207 | 8.95% |
| 31 Mar, 17 | 190 | 11.11% |
| 31 Dec, 16 | 171 | 16.33% |
| 30 Sep, 16 | 147 | 16.67% |
| 30 Jun, 16 | 126 | -11.89% |
| 31 Mar, 16 | 143 | -4.03% |
| 31 Dec, 15 | 149 | 11.19% |
| 30 Sep, 15 | 134 | -2.19% |
| 30 Jun, 15 | 137 | -6.80% |
| 31 Mar, 15 | 147 | -1.34% |
| 31 Dec, 14 | 149 | 0.68% |
| 30 Sep, 14 | 148 | 12.98% |
| 30 Jun, 14 | 131 | -12.08% |
| 31 Mar, 14 | 149 | 0.68% |
| 31 Dec, 13 | 148 | 14.73% |
| 30 Sep, 13 | 129 | 180.43% |
| 30 Jun, 13 | 46 | -4.17% |
| 31 Mar, 13 | 48 | - |
| 31 Dec, 12 | 48 | - |
| 30 Sep, 12 | 48 | 6.67% |
| 30 Jun, 12 | 45 | 7.14% |
| 31 Mar, 12 | 42 | - |
| 31 Dec, 11 | 42 | 40.00% |
| 30 Sep, 11 | 30 | -26.83% |
| 30 Jun, 11 | 41 | 41.38% |
| 31 Mar, 11 | 29 | -3.33% |
| 31 Dec, 10 | 30 | -16.67% |
| 30 Sep, 10 | 36 | 9.09% |
| 30 Jun, 10 | 33 | -5.71% |
| 31 Mar, 10 | 35 | 6.06% |
| 31 Dec, 09 | 33 | 22.22% |
| 30 Sep, 09 | 27 | 8.00% |
| 30 Jun, 09 | 25 | 13.64% |
| 31 Mar, 09 | 22 | -12.00% |
| 31 Dec, 08 | 25 | - |
| 30 Sep, 08 | 25 | 8.70% |
| 30 Jun, 08 | 23 | -17.86% |
| 31 Mar, 08 | 28 | 21.74% |
| 31 Dec, 07 | 23 | -20.69% |
| 30 Sep, 07 | 29 | -9.38% |
| 30 Jun, 07 | 32 | -3.03% |
| 31 Mar, 07 | 33 | 22.22% |
| 31 Dec, 06 | 27 | 3.85% |
| 30 Sep, 06 | 26 | -13.33% |
| 30 Jun, 06 | 30 | 42.86% |
| 31 Mar, 06 | 21 | -8.70% |
| 31 Dec, 05 | 23 | -28.13% |
| 30 Sep, 05 | 32 | 10.34% |
| 30 Jun, 05 | 29 | 45.00% |
| 31 Mar, 05 | 20 | -9.09% |
| 31 Dec, 04 | 22 | -12.00% |
| 30 Sep, 04 | 25 | 38.89% |
| 30 Jun, 04 | 18 | -18.18% |
| 31 Mar, 04 | 22 | 15.79% |
| 31 Dec, 03 | 19 | 111.11% |
| 30 Sep, 03 | 9 | -18.18% |
| 30 Jun, 03 | 11 | -26.67% |
| 31 Mar, 03 | 15 | 7.14% |
| 31 Dec, 02 | 14 | 55.56% |
| 30 Sep, 02 | 9 | -18.18% |
| 30 Jun, 02 | 11 | 266.67% |
| 31 Mar, 02 | 3 | - |
| 31 Dec, 01 | - | - |
247 institutional shareholders have reduced their position in PFG stock as of 30 Jun 24 compared to 270 in the previous quarter (a -8.52% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 774 | 0.78% | 165,037,976 | 0.71% | 69.93% | 1.45% | 365 | 9.94% | 247 | -8.52% |
| 31 Mar, 24 | 768 | 1.72% | 163,873,523 | -3.09% | 69.44% | 1.36% | 332 | -1.78% | 270 | -3.57% |
| 31 Dec, 23 | 755 | 3.71% | 169,090,927 | 0.38% | 71.52% | 1.47% | 338 | 21.58% | 280 | -1.06% |
| 30 Sep, 23 | 728 | -1.36% | 168,454,116 | -2.94% | 69.87% | 1.37% | 278 | -2.46% | 283 | -4.07% |
| 30 Jun, 23 | 738 | -1.86% | 173,557,494 | -5.66% | 71.51% | 1.25% | 285 | -18.34% | 295 | 19.92% |
| 31 Mar, 23 | 752 | -4.69% | 183,971,216 | 0.02% | 75.58% | 1.41% | 349 | -15.09% | 246 | 6.03% |
| 31 Dec, 22 | 789 | 10.81% | 183,942,078 | -0.09% | 73.25% | 1.33% | 411 | 32.58% | 232 | -3.73% |
| 30 Sep, 22 | 712 | 3.64% | 184,103,391 | -2.06% | 74.24% | 1.34% | 310 | 4.03% | 241 | 0.84% |
| 30 Jun, 22 | 687 | -0.43% | 187,979,384 | 0.62% | 74.42% | 1.43% | 298 | -6.29% | 239 | 10.14% |
| 31 Mar, 22 | 690 | 2.83% | 186,818,980 | -4.64% | 72.02% | 1.36% | 318 | 1.92% | 217 | 1.40% |
| 31 Dec, 21 | 671 | 5.84% | 195,907,157 | 1.43% | 72.83% | 1.44% | 312 | 20.46% | 214 | -3.17% |
| 30 Sep, 21 | 634 | 1.12% | 193,145,072 | 0.13% | 71.04% | 1.44% | 259 | -8.16% | 221 | 14.51% |
| 30 Jun, 21 | 627 | -4.42% | 192,896,969 | 1.38% | 70.12% | 1.47% | 282 | -4.41% | 193 | -8.96% |
| 31 Mar, 21 | 656 | 4.13% | 190,279,223 | -0.18% | 69.02% | 1.45% | 295 | 1.37% | 212 | 0.47% |
| 31 Dec, 20 | 630 | 7.69% | 190,630,391 | -1.07% | 68.92% | 1.42% | 291 | 19.75% | 211 | 4.98% |
| 30 Sep, 20 | 585 | 0.17% | 192,683,219 | -0.71% | 69.61% | 1.39% | 243 | -7.60% | 201 | 6.35% |
| 30 Jun, 20 | 584 | 2.10% | 194,055,756 | 0.52% | 70.65% | 1.46% | 263 | 4.37% | 189 | -4.06% |
| 31 Mar, 20 | 572 | -8.63% | 193,056,659 | -3.70% | 69.65% | 1.35% | 252 | -7.01% | 197 | -13.97% |
| 31 Dec, 19 | 626 | -0.32% | 200,467,735 | 0.63% | 71.96% | 1.44% | 271 | -4.24% | 229 | 2.23% |
| 30 Sep, 19 | 628 | 0.96% | 199,219,944 | -0.90% | 70.80% | 1.39% | 283 | -2.08% | 224 | 8.74% |
| 30 Jun, 19 | 622 | 2.81% | 201,031,316 | 0.23% | 71.49% | 1.40% | 289 | 11.58% | 206 | -3.74% |
| 31 Mar, 19 | 605 | 2.89% | 200,577,013 | 0.12% | 71.41% | 1.44% | 259 | -4.78% | 214 | 8.08% |
| 31 Dec, 18 | 588 | -2.00% | 200,328,601 | -1.63% | 70.44% | 1.40% | 272 | -0.37% | 198 | -1.00% |
| 30 Sep, 18 | 600 | -1.80% | 203,652,029 | 3.52% | 70.96% | 1.53% | 273 | 4.60% | 200 | -6.54% |
| 30 Jun, 18 | 611 | -2.86% | 196,730,983 | -2.08% | 68.08% | 1.44% | 261 | -2.61% | 214 | 0.94% |
| 31 Mar, 18 | 629 | -2.33% | 200,906,827 | -1.53% | 68.81% | 1.42% | 268 | -15.46% | 212 | 7.61% |
| 31 Dec, 17 | 644 | 12.78% | 204,021,466 | 1.35% | 69.51% | 1.47% | 317 | 24.80% | 197 | 6.49% |
| 30 Sep, 17 | 571 | -1.55% | 201,307,181 | 0.50% | 68.68% | 1.46% | 254 | -0.39% | 185 | -10.63% |
| 30 Jun, 17 | 580 | 4.88% | 200,302,217 | -1.49% | 68.60% | 1.42% | 255 | 5.37% | 207 | 8.95% |
| 31 Mar, 17 | 553 | -1.43% | 203,339,679 | 0.16% | 69.54% | 1.44% | 242 | -12.95% | 190 | 11.11% |
| 31 Dec, 16 | 561 | 14.02% | 203,014,617 | 2.99% | 69.39% | 1.51% | 278 | 20.35% | 171 | 16.33% |
| 30 Sep, 16 | 492 | 2.71% | 197,116,500 | 2.13% | 67.79% | 1.56% | 231 | -4.15% | 147 | 16.67% |
| 30 Jun, 16 | 479 | 4.59% | 193,011,897 | -2.71% | 65.96% | 1.45% | 241 | 2.99% | 126 | -11.89% |
| 31 Mar, 16 | 458 | -3.38% | 198,379,192 | 0.45% | 67.41% | 1.50% | 234 | 7.83% | 143 | -4.03% |
| 31 Dec, 15 | 474 | 4.18% | 197,496,921 | -0.11% | 66.96% | 1.52% | 217 | -4.82% | 149 | 11.19% |
| 30 Sep, 15 | 455 | 0.89% | 197,711,631 | -0.70% | 66.47% | 1.49% | 228 | 8.06% | 134 | -2.19% |
| 30 Jun, 15 | 451 | 5.62% | 199,107,154 | -0.27% | 66.89% | 1.49% | 211 | 12.83% | 137 | -6.80% |
| 31 Mar, 15 | 427 | -3.17% | 199,648,730 | 1.21% | 67.00% | 1.54% | 187 | -5.56% | 147 | -1.34% |
| 31 Dec, 14 | 441 | 2.56% | 197,255,395 | 0.67% | 66.04% | 1.53% | 198 | 5.32% | 149 | 0.68% |
| 30 Sep, 14 | 430 | 4.88% | 195,946,642 | 2.41% | 65.71% | 1.59% | 188 | 1.08% | 148 | 12.98% |
| 30 Jun, 14 | 410 | - | 191,328,237 | 0.84% | 64.28% | 1.60% | 186 | 9.41% | 131 | -12.08% |
| 31 Mar, 14 | 410 | 4.33% | 189,731,878 | -0.79% | 63.47% | 1.54% | 170 | -6.08% | 149 | 0.68% |
| 31 Dec, 13 | 393 | 9.78% | 191,234,217 | -1.50% | 64.13% | 1.52% | 181 | 10.37% | 148 | 14.73% |
| 30 Sep, 13 | 358 | 5.92% | 194,142,546 | -1.08% | 65.02% | 1.48% | 164 | -35.69% | 129 | 180.43% |
| 30 Jun, 13 | 338 | 148.53% | 196,262,627 | 116.35% | 66.22% | 6.96% | 255 | 259.15% | 46 | -4.17% |
| 31 Mar, 13 | 136 | 5.43% | 90,713,467 | -4.05% | 30.84% | 3.05% | 71 | 20.34% | 48 | - |
| 31 Dec, 12 | 129 | -4.44% | 94,543,646 | 32.05% | 31.80% | 5.48% | 59 | -1.67% | 48 | - |
| 30 Sep, 12 | 135 | 1.50% | 71,598,710 | -28.26% | 24.10% | 2.20% | 60 | -9.09% | 48 | 6.67% |
| 30 Jun, 12 | 133 | -0.75% | 99,799,529 | 5.49% | 33.06% | 3.34% | 66 | -9.59% | 45 | 7.14% |
| 31 Mar, 12 | 134 | 8.94% | 94,604,762 | 43.09% | 31.44% | 6.51% | 73 | 15.87% | 42 | - |
| 31 Dec, 11 | 123 | 6.96% | 66,117,270 | -22.27% | 21.97% | 2.95% | 63 | -3.08% | 42 | 40.00% |
| 30 Sep, 11 | 115 | 1.77% | 85,057,818 | -15.13% | 27.27% | 2.78% | 65 | 20.37% | 30 | -26.83% |
| 30 Jun, 11 | 113 | 0.89% | 100,220,527 | -8.33% | 31.32% | 2.70% | 54 | -18.18% | 41 | 41.38% |
| 31 Mar, 11 | 112 | 8.74% | 109,328,273 | 8.57% | 34.03% | 3.44% | 66 | 26.92% | 29 | -3.33% |
| 31 Dec, 10 | 103 | -1.90% | 100,701,696 | -1.78% | 31.43% | 3.07% | 52 | -3.70% | 30 | -16.67% |
| 30 Sep, 10 | 105 | -6.25% | 102,531,269 | 32.89% | 32.01% | 5.51% | 54 | -18.18% | 36 | 9.09% |
| 30 Jun, 10 | 112 | 6.67% | 77,157,671 | -19.63% | 24.10% | 2.67% | 66 | 34.69% | 33 | -5.71% |
| 31 Mar, 10 | 105 | -1.87% | 96,007,799 | 8.02% | 30.02% | 3.88% | 49 | -18.33% | 35 | 6.06% |
| 31 Dec, 09 | 107 | -6.14% | 88,881,543 | 22.50% | 27.82% | 5.38% | 60 | -7.69% | 33 | 22.22% |
| 30 Sep, 09 | 114 | 10.68% | 72,557,310 | 6.89% | 22.74% | 4.15% | 65 | - | 27 | 8.00% |
| 30 Jun, 09 | 103 | 10.75% | 67,883,353 | 2.84% | 23.42% | 3.63% | 65 | 12.07% | 25 | 13.64% |
| 31 Mar, 09 | 93 | -2.11% | 66,008,686 | -5.71% | 25.39% | 3.48% | 58 | 7.41% | 22 | -12.00% |
| 31 Dec, 08 | 95 | - | 70,006,685 | 20.83% | 27.00% | 5.42% | 54 | 17.39% | 25 | - |
| 30 Sep, 08 | 95 | 6.74% | 57,937,531 | 9.55% | 22.33% | 5.36% | 46 | -2.13% | 25 | 8.70% |
| 30 Jun, 08 | 89 | -4.30% | 52,884,603 | 2.22% | 20.41% | 5.11% | 47 | 6.82% | 23 | -17.86% |
| 31 Mar, 08 | 93 | -4.12% | 51,735,954 | 7.49% | 19.98% | 5.83% | 44 | -24.14% | 28 | 21.74% |
| 31 Dec, 07 | 97 | 8.99% | 48,129,818 | 11.50% | 18.51% | 6.96% | 58 | 45.00% | 23 | -20.69% |
| 30 Sep, 07 | 89 | -8.25% | 43,166,136 | 21.93% | 16.31% | 9.33% | 40 | -11.11% | 29 | -9.38% |
| 30 Jun, 07 | 97 | 2.11% | 35,401,375 | 14.81% | 13.22% | 9.98% | 45 | 15.38% | 32 | -3.03% |
| 31 Mar, 07 | 95 | -10.38% | 30,834,700 | -21.95% | 11.51% | 5.29% | 39 | -38.10% | 33 | 22.22% |
| 31 Dec, 06 | 106 | 30.86% | 39,507,006 | 44.99% | 14.75% | 14.47% | 63 | 57.50% | 27 | 3.85% |
| 30 Sep, 06 | 81 | 2.53% | 27,247,261 | -39.78% | 10.10% | 3.69% | 40 | 17.65% | 26 | -13.33% |
| 30 Jun, 06 | 79 | -7.06% | 45,242,728 | 5.41% | 16.55% | 7.05% | 34 | -29.17% | 30 | 42.86% |
| 31 Mar, 06 | 85 | 6.25% | 42,921,457 | -0.02% | 15.32% | 6.89% | 48 | 14.29% | 21 | -8.70% |
| 31 Dec, 05 | 80 | 2.56% | 42,929,281 | 0.53% | 14.91% | 6.41% | 42 | 27.27% | 23 | -28.13% |
| 30 Sep, 05 | 78 | 4.00% | 42,703,780 | 6.44% | 15.25% | 7.85% | 33 | 3.13% | 32 | 10.34% |
| 30 Jun, 05 | 75 | 7.14% | 40,120,755 | -8.95% | 13.94% | 6.37% | 32 | -17.95% | 29 | 45.00% |
| 31 Mar, 05 | 70 | 2.94% | 44,063,994 | 9.15% | 14.80% | 8.05% | 39 | - | 20 | -9.09% |
| 31 Dec, 04 | 68 | 7.94% | 40,371,924 | 16.09% | 13.56% | 10.86% | 39 | 30.00% | 22 | -12.00% |
| 30 Sep, 04 | 63 | -7.35% | 34,775,423 | -3.84% | 11.17% | 8.48% | 30 | -26.83% | 25 | 38.89% |
| 30 Jun, 04 | 68 | -5.56% | 36,164,474 | -1.99% | 11.48% | 8.78% | 41 | 2.50% | 18 | -18.18% |
| 31 Mar, 04 | 72 | 35.85% | 36,897,400 | 67.73% | 11.44% | 25.10% | 40 | 33.33% | 22 | 15.79% |
| 31 Dec, 03 | 53 | -11.67% | 21,998,224 | -25.84% | 6.75% | 8.04% | 30 | -28.57% | 19 | 111.11% |
| 30 Sep, 03 | 60 | 22.45% | 29,664,893 | 52.11% | 9.16% | 25.63% | 42 | 44.83% | 9 | -18.18% |
| 30 Jun, 03 | 49 | -5.77% | 19,502,334 | -3.54% | 5.98% | 16.05% | 29 | -12.12% | 11 | -26.67% |
| 31 Mar, 03 | 52 | -1.89% | 20,218,469 | -33.56% | 6.10% | 7.94% | 33 | 10.00% | 15 | 7.14% |
| 31 Dec, 02 | 53 | 1.92% | 30,429,504 | 0.57% | 8.77% | 11.36% | 30 | -16.67% | 14 | 55.56% |
| 30 Sep, 02 | 52 | 23.81% | 30,257,871 | 9.12% | 8.79% | 14.88% | 36 | 38.46% | 9 | -18.18% |
| 30 Jun, 02 | 42 | 23.53% | 27,729,029 | 102.81% | 7.69% | 53.40% | 26 | -7.14% | 11 | 266.67% |
| 31 Mar, 02 | 34 | 47.83% | 13,672,348 | -33.06% | 3.79% | 11.94% | 28 | 21.74% | 3 | - |
| 31 Dec, 01 | 23 | - | 20,425,632 | - | 5.64% | - | 23 | - | - | - |
Principal Financial Group Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
All Insider Owners Trades
Principal Financial Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 12 | 4 | 300.00% |
| Q1 2024 | 49 | 5 | 980.00% |
| Q4 2023 | 30 | 3 | 1000.00% |
| Q3 2023 | 26 | 1 | 2600.00% |
| Q2 2023 | 42 | 1 | 4200.00% |
| Q1 2023 | 56 | 22 | 254.55% |
| Q4 2022 | 38 | 22 | 172.73% |
| Q3 2022 | 36 | 21 | 171.43% |
| Q2 2022 | 48 | 6 | 800.00% |
| Q1 2022 | 42 | 9 | 466.67% |
| Q4 2021 | 28 | 4 | 700.00% |
| Q3 2021 | 23 | 8 | 287.50% |
| Q2 2021 | 34 | 2 | 1700.00% |
| Q1 2021 | 37 | 19 | 194.74% |
| Q4 2020 | 28 | 3 | 933.33% |
| Q3 2020 | 23 | 3 | 766.67% |
| Q2 2020 | 42 | - | - |
| Q1 2020 | 52 | 13 | 400.00% |
| Q4 2019 | 29 | 7 | 414.29% |
| Q3 2019 | 27 | 7 | 385.71% |
12 total buy trades, and 4 total sell trades (buy/sell ratio of 3.00%) were made by Principal Financial Group's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 3 | - |
| Q3 2022 | - | 6 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | 2 | - |
| Q1 2021 | - | 7 | - |
| Q4 2020 | - | 3 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | 2 | - | - |
| Q1 2020 | 2 | 6 | 33.33% |
| Q4 2019 | - | 3 | - |
| Q3 2019 | - | 4 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Principal Financial Group's stocks.
Principal Financial Group Peer Ownership
| Ticker | Company |
|---|---|
| NTRS | Northern Trust Corporation |
| JHG | Janus Henderson Group plc |
| SEIC | SEI Investments Company |
| AMP | Ameriprise Financial, Inc. |
| BEN | Franklin Resources, Inc. |
| STT | State Street Corporation |
| AMG | Affiliated Managers Group, Inc. |
| BK | The Bank of New York Mellon Corporation |
| IVZ | Invesco Ltd. |
| ARES | Ares Management Corporation |
| TROW | T. Rowe Price Group, Inc. |
PFG Ownership FAQ
Who Owns Principal Financial Group?
Principal Financial Group is owned by institutional shareholders (69.93%), insiders (1.03%), and public (29.03%). The largest institutional shareholder of Principal Financial Group is VANGUARD GROUP INC (11.76% of total shares) and the top mutual fund owner is SCM Trust (2.36% of total shares).
Who are the major institutional shareholders of Principal Financial Group?
Principal Financial Group's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., NIPPON LIFE INSURANCE CO, BANK OF AMERICA CORP /DE/, and STATE STREET CORP. The top five shareholders own together 36.41% of the company's share outstanding.
How many Principal Financial Group shareholders are there?
As of Jun 2024, there are 774 institutional shareholders of Principal Financial Group.
What percentage of Principal Financial Group is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 27.75M shares of Principal Financial Group, representing 11.76% of the company's total shares outstanding, valued at $2.18B (as of Jun 2024).
What percentage of Principal Financial Group is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 19.76M shares of Principal Financial Group (PFG), compromising 8.37% of the company, valued at $1.55B.
What percentage of Principal Financial Group is owned by NIPPON LIFE INSURANCE CO?
NIPPON LIFE INSURANCE CO is the third largest holder of Principal Financial Group. The company owns 18.14M of the company's shares outstanding (worth $1.42B).