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Principal Financial Group Ownership | Who Owns Principal Financial Group?

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Principal Financial Group Ownership Summary

Principal Financial Group is owned by 42.77% institutional investors, 1.12% insiders, and 56.11% retail investors. Vanguard group is the largest institutional shareholder, holding 11.89% of PFG shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.25% of its assets in Principal Financial Group shares.

PFG Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPrincipal Financial Group42.77%1.12%56.11%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryDiversified Insurance Stocks40.63%6.37%53.00%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group27.43M11.89%$2.12B
Blackrock funding, inc. /de19.86M8.61%$1.54B
Blackrock19.76M8.37%$1.55B
Nippon life insurance18.14M7.86%$1.40B
Bank of america corp /de/10.72M4.54%$840.74M
State street9.56M4.05%$749.84M
Geode capital management5.47M2.37%$422.07M
Capital research global investors4.97M2.15%$384.56M
Wellington management group llp4.19M1.82%$324.49M
Dimensional fund advisors lp3.91M1.70%$302.91M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Nippon life insurance18.14M23.74%$1.40B
Trust point370.04K1.99%$28.65M
Arjuna capital86.48K1.83%$6.78M
Weaver c. barksdale & associates22.90K1.70%$1.77M
Capital management corp /va115.61K1.60%$8.95M
North star asset management397.81K1.48%$31.21M
Sound income strategies228.68K1.09%$17.70M
Gw henssler & associates201.09K0.99%$17.27M
Mairs & power1.21M0.92%$94.77M
Glaxis capital management3.80K0.81%$294.08K

Top Buyers

HolderShares% AssetsChange
Norges bank2.80M0.03%2.80M
Qube research712.02K0.07%649.94K
Deutsche bank ag\1.48M0.04%627.87K
Ubs group1.49M0.02%522.54K
Woodline partners lp367.50K0.19%367.50K

Top Sellers

HolderShares% AssetsChange
Amundi853.69K0.03%-553.21K
Invesco2.75M0.04%-533.52K
Goldman sachs group1.22M0.01%-512.84K
Jpmorgan chase1.98M0.01%-483.00K
Legal & general group1.63M0.03%-448.66K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.80M0.03%2.80M$217.02M
Woodline partners lp367.50K0.19%367.50K$28.45M
Raymond james financial204.38K0.01%204.38K$15.82M
Fjarde ap-fonden (the fourth swedish national pensionfund)99.45K0.09%99.45K$7.80M
Proficio capital partners59.84K0.00%59.84K$59.84K

Sold Out

HolderChange
Rfp financial group-1.00
Salem investment counselors-1.00
Financial gravity asset management-3.00
Opal wealth advisors-3.00
Janiczek wealth management-4.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024477-39.24%98,666,525-38.58%420.88%203-38.30%164-43.06%
Sep 30, 2024777-2.51%160,521,654-2.95%691.39%327-12.57%28312.30%
Jun 30, 20247872.34%165,139,2810.78%691.45%37011.45%250-7.41%
Mar 31, 20247691.72%163,862,911-3.09%691.36%332-2.06%270-3.57%
Dec 31, 20237563.85%169,094,2590.38%711.47%33921.94%280-1.06%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF7.33M3.25%-79.45K
Vanguard Total Stock Mkt Idx Inv7.23M3.20%10.23K
Vanguard Institutional 500 Index Trust5.84M2.59%41.77K
Vanguard Mid Cap Index Institutional4.94M2.19%20.68K
American Funds American Mutual A3.05M1.33%-
Capital Group American Mutual Comp3.05M1.33%-
Fidelity 500 Index2.64M1.17%11.74K
SPDR® S&P 500 ETF2.62M1.16%-38.44K
iShares Select Dividend ETF2.57M1.14%-
iShares Core S&P 500 ETF2.57M1.14%7.44K

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q4--
2024 Q3--
2024 Q2--
2024 Q1--

PFG Ownership FAQ

Who Owns Principal Financial Group?

Principal Financial Group shareholders are primarily institutional investors at 42.77%, followed by 1.12% insiders and 56.11% retail investors. The average institutional ownership in Principal Financial Group's industry, Diversified Insurance Stocks, is 40.63%, which Principal Financial Group exceeds.

Who owns the most shares of Principal Financial Group?

Principal Financial Group’s largest shareholders are Vanguard group (27.43M shares, 11.89%), Blackrock funding, inc. /de (19.86M shares, 8.61%), and Blackrock (19.76M shares, 8.37%). Together, they hold 28.87% of Principal Financial Group’s total shares outstanding.

Does Blackrock own Principal Financial Group?

Yes, BlackRock owns 8.37% of Principal Financial Group, totaling 19.76M shares as of Jun 2024. This represents 0.04% of BlackRock's total assets, with a market value of 1.55B$. In the last quarter, BlackRock increased its holdings by 331.15K shares, a 1.70% change.

Who is Principal Financial Group’s biggest shareholder by percentage of total assets invested?

Nippon life insurance is Principal Financial Group’s biggest shareholder by percentage of total assets invested, with 23.74% of its assets in 18.14M Principal Financial Group shares, valued at 1.4B$.

Who is the top mutual fund holder of Principal Financial Group shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Principal Financial Group shares, with 3.25% of its total shares outstanding invested in 7.33M Principal Financial Group shares.

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