Principal Financial Group Ownership | Who Owns Principal Financial Group?

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Principal Financial Group Ownership Summary

Principal Financial Group is owned by 69.58% institutional investors, 1.03% insiders, and 29.39% retail investors. Vanguard group is the largest institutional shareholder, holding 11.76% of PFG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.20% of its assets in Principal Financial Group shares.

PFG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Principal Financial Group	69.58%	1.03%	29.39%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Diversified Insurance Stocks	56.91%	5.58%	37.51%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	27.75M	11.76%	$2.18B
Blackrock	19.76M	8.37%	$1.55B
Nippon life insurance	18.14M	7.69%	$1.42B
Bank of america corp /de/	10.72M	4.54%	$840.74M
State street	9.56M	4.05%	$749.84M
Capital research global investors	6.60M	2.80%	$518.08M
Geode capital management	5.43M	2.30%	$424.82M
Wellington management group llp	4.43M	1.88%	$347.88M
Dimensional fund advisors lp	3.91M	1.65%	$306.39M
Northern trust	3.49M	1.48%	$273.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Nippon life insurance	18.14M	62.53%	$1.42B
Trust point	384.87K	2.42%	$30.19M
Capital management corp /va	117.80K	1.85%	$9.24M
Arjuna capital	86.48K	1.83%	$6.78M
Weaver c. barksdale & associates	20.92K	1.56%	$1.64M
North star asset management	397.81K	1.48%	$31.21M
Sound income strategies	195.22K	0.96%	$15.31M
Gw henssler & associates	202.32K	0.96%	$15.87M
Mairs & power	1.21M	0.92%	$94.77M
Stoneridge investment partners	29.30K	0.87%	$2.30M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	3.25M	0.04%	3.25M
Ubs asset management americas	1.68M	0.04%	483.53K
Blackrock	19.76M	0.04%	331.15K
Deutsche bank ag\	1.00M	0.04%	298.26K
Acadian asset management	354.45K	0.09%	284.07K

Top Sellers

Holder	Shares	% Assets	Change
Amundi	853.69K	0.03%	-553.21K
Hrt financial lp	22.99K	0.01%	-334.12K
Man group	382.48K	0.08%	-296.60K
Vanguard group	27.75M	0.04%	-287.70K
Bank of america corp /de/	10.72M	0.07%	-251.38K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	3.25M	0.04%	3.25M	$255.09M
Massachusetts financial services co /ma/	251.09K	0.01%	251.09K	$19.70M
Healthcare of ontario pension plan trust fund	105.00K	0.02%	105.00K	$8.24M
Fjarde ap-fonden (the fourth swedish national pensionfund)	99.45K	0.09%	99.45K	$7.80M
Arrowstreet capital, limited partnership	62.59K	0.00%	62.59K	$4.91M

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	777	-2.51%	160,521,654	-2.95%	69	1.39%	327	-12.57%	283	12.30%
Jun 30, 2024	787	2.34%	165,139,281	0.78%	69	1.45%	370	11.45%	250	-7.41%
Mar 31, 2024	769	1.72%	163,862,911	-3.09%	69	1.36%	332	-2.06%	270	-3.57%
Dec 31, 2023	756	3.85%	169,094,259	0.38%	71	1.47%	339	21.94%	280	-1.06%
Sep 30, 2023	728	-1.35%	168,454,116	-2.94%	69	1.37%	278	-2.46%	283	-4.07%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	7.31M	3.20%	-24.36K
Vanguard Institutional 500 Index Trust	5.65M	2.47%	65.47K
Vanguard Mid Cap Index Institutional	4.91M	2.15%	8.96K
American Funds American Mutual A	3.05M	1.32%	-1.78K
Capital Group American Mutual Comp	3.05M	1.32%	-1.78K
Hartford Dividend and Growth Y	2.79M	1.22%	-
SPDR® S&P 500® ETF Trust	2.62M	1.15%	-14.50K
Fidelity 500 Index	2.62M	1.15%	-37.45K
iShares Core S&P 500 ETF	2.40M	1.05%	7.43K
iShares Select Dividend ETF	2.13M	0.93%	2.15K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-

PFG Ownership FAQ

Who Owns Principal Financial Group?

Principal Financial Group shareholders are primarily institutional investors at 69.58%, followed by 1.03% insiders and 29.39% retail investors. The average institutional ownership in Principal Financial Group's industry, Diversified Insurance Stocks, is 56.91%, which Principal Financial Group exceeds.

Who owns the most shares of Principal Financial Group?

Principal Financial Group’s largest shareholders are Vanguard group (27.75M shares, 11.76%), Blackrock (19.76M shares, 8.37%), and Nippon life insurance (18.14M shares, 7.69%). Together, they hold 27.82% 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 62.53% of its assets in 18.14M Principal Financial Group shares, valued at 1.42B$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Principal Financial Group shares, with 3.20% of its total shares outstanding invested in 7.31M Principal Financial Group shares.

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